video1.0<iframe src="https://www.loom.com/embed/c6e0ea9525f04d01941eb03f6df5f7b0" frameborder="0" width="1512" height="1134" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>11341512Loomhttps://www.loom.com11341512https://cdn.loom.com/sessions/thumbnails/c6e0ea9525f04d01941eb03f6df5f7b0-f3538ac3f9caf32e.gif229.864In this video, I walk you through the process of creating an annual review automation specifically for Allianz clients. We start by selecting a date-based trigger, like the product issue or effective date, and set the timing to 7 days prior. I emphasize the importance of setting specific conditions, such as ensuring clients have an open policy with Allianz Life. Additionally, I demonstrate how to add actions like sending a text and using our pre-loaded email templates for the annual review. Once you’ve followed these steps, you’ll be ready to publish your automation.