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Morgan
Operations Admin
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Sequences
COI renewal
COI renewal
Operational program
6 steps · ~23 days end to end
Active
Test send to me
Builder
Enrollments
2
Exit rules & settings
Trigger
COI expires in 30 days
2 enrolled
Step 1 · Email · day 0
30 days: certificate expiring — please send renewal
Single variant
A/B test
Wait 16 days
· day 16
Step 3 · Email · day 16
14 days: reminder to vendor + insurance agent
Single variant
A/B test
Wait 7 days
· day 23
Step 5 · SMS · day 23
7 days: SMS reminder
Step 6 · Notify · day 23
On lapse: status → COI lapsed, notify Morgan, block new WOs
End · exits on: New COI received