Five days in. You have a real system running, your leads are being worked, and your pipeline is clean. Today we make sure no household you could not close this week just disappears.
Here is what most agents never figure out: the leads you did not close today are not lost. They just are not ready yet. X-date workflows make sure Agency MVP reaches back out to them automatically when their renewal comes around — at exactly the moment they are most likely to say yes. You set it once and the system handles the rest.
The Two Main X-Date Workflows
Inside Agency MVP there are two main X-date workflows. Using the right one matters because the messaging inside each is written for a specific situation. Using the wrong one sends a message that does not match the history you had with that household.
X-Date Contacted Use this when you spoke to the household but did not close them. The follow-up messaging assumes a prior conversation took place and references that contact naturally.
X-Date No Contact Use this when you never reached the household. The follow-up messaging does not reference any prior conversation because there was not one. Using the Contacted version for someone you never spoke to would feel off to the person receiving it.
⚠️ The rule is simple: if you spoke to them, use Contacted. If you never reached them, use No Contact. Using the wrong one sends the wrong message. It matters.
Step 1 — Make Sure a Renewal Date Is Entered
X-date workflows need a renewal date to run. Without one, the system does not know when to bring the household back into your pipeline.
If you entered renewal dates on Day 5, you are already ahead. If not, go back and fill those in now before assigning any X-date workflows.
- Open the household's Details page.
- Find the current carrier section under Quotes.
- Enter the renewal date for the line of business you want to target.
💡 Important: Auto X-Date workflows use the auto renewal date. Home X-Date workflows use the home renewal date. Make sure the right date is entered for the right line. If you only know the month, enter the first day of that month.
Step 2 — Assign the X-Date Workflow
When you are ready to put a household into an X-date workflow:
- Open the household's Details page.
- Find the workflow dropdown at the top center of the Details page.
- Select the correct X-date workflow: X-Date Contacted or X-Date No Contact.
- Apply the workflow.
You can also assign the workflow from the workflow dropdown on the call view page.
⚠️ Note: The Workflow tab on the contact only shows details on workflows that have already been assigned. It is not where you go to assign one. Assignment always happens from the dropdown at the top center of the Details page or from the call view page workflow dropdown.
📖 Full article: Assigning Workflows Video
Step 3 — What Happens After You Assign the Workflow
Once an X-date workflow is assigned, if your agency owner has automatic pipelining turned on, Agency MVP handles the rest:
- The household is automatically pipelined 30 days before their renewal date.
- If you assigned an Auto X-Date workflow, it pipelines to the auto renewal date.
- If you assigned a Home X-Date workflow, it pipelines to the home renewal date.
You do not need to set a reminder or schedule anything manually. The system takes it from there.
Think about what that means for every household you worked this week that did not close. They are not lost leads. They are future opportunities that Agency MVP is already tracking, and they will come back around automatically when the timing is right.
That is a level of follow-up consistency most agents never achieve. You have it now.
Want More Detail?
These full articles walk through every step with additional screenshots and tips.
Six days in and every not-yet-closed lead is now a future opportunity the system is already tracking for you. Tomorrow we open the dashboard and see proof that everything you built this week is working. See you on Day 7.