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Description:
The CEO of Trufla, Sherif Gemayel, demonstrates a powerful feature within TruMobile that allows users to efficiently filter and analyze data related to properties and insurance coverages. This feature enables users to quickly identify clients with specific coverages, create custom lists, and send targeted messages to clients based on the filtered data.
Steps to Reproduce:
Navigate to the "Reports" section in TruMobile.
Select the "Properties" report to view detailed data on properties and associated coverages.
Add the "All Coverages" column to display comprehensive coverage information.
Utilize the search functionality to filter properties based on location, policy details, or specific coverages.
Save filtered lists for future reference and messaging.
Send targeted messages to clients based on the filtered data, either as quick messages or scheduled campaigns.
Acceptance Criteria:
Users should be able to filter properties based on various criteria such as location, coverage details, and policy information.
The system should accurately display the number of clients matching the filter criteria.
Users should be able to save filtered lists for future reference and messaging purposes.
The messaging feature should allow users to send messages to clients via email or push notifications.
Scheduled campaigns should be sent out as per the specified date and time.
The system should provide feedback on the success of message delivery and allow users to preview sent messages.
The feature should enhance data analysis capabilities, improve client communication, and streamline insurance policy management processes within TruMobile.