Cincom CCM Conditional Logic and Workflows

Simple. Fast. Business Ready.

Empower your business to move faster and communicate smarter. Cincom Eloquence puts control in the hands of users—automating document workflows with built-in conditional logic and precision personalization.

Data-Driven Logic and Workflows That Do the Thinking for You

Cincom Eloquence brings intelligent automation to your document processes—no code, no IT requests, just smart logic that adapts to real-world business scenarios. With built-in conditional logic, your teams can tailor communications based on policy type, customer data, geography, or regulatory requirements.

Do you need to send a letter of jurisdiction-specific claims, route a high-value application for additional review, or trigger disclosures based on risk category?

Eloquence handles it all automatically. Even complex workflows such as multi-level approvals, triggered follow-ups, or region-specific inserts can be designed and managed directly by business users.

Without Eloquence	With Eloquence
Manual content tweaks	Rule-based personalization
One-size-fits-all docs	Dynamic, data-driven output
Compliance bottlenecks	Pre-set rules, locked content
Workflow silos	End-to-end automation
Slow turnaround	Real-time decisions

Accelerate Outcomes with Built-In Intelligence

Faster, Smarter Workflows

Remove delays from high-volume processes like claims handling and customer correspondence. Cincom Eloquence uses conditional logic to automatically route, trigger, and personalize documents, freeing your teams to focus on higher-value decisions.

Accuracy You Can Count On

With pre-set rules, ensure consistent outputs across policies, jurisdictions, and customer profiles. Whether it’s generating a claims denial letter or policy amendment document, every correspondence is aligned with business logic and regulatory standards.

Ready for Change

As regulations shift or internal priorities evolve, workflows in Eloquence can be quickly updated without much hassle. Business users can revise logic and templates on the fly, so your communications stay compliant and relevant.

Who Is This Feature Built For?

Underwriters

Automatically adjust coverage clauses, premium terms, or exclusions based on risk inputs, applicant type, or regional regulations, reducing manual interpretation.

Claim Processors

Trigger specific communication flows (e.g., approval letters, document requests, or escalation notices) based on claim type, status, or policy terms.

Policy Administrators

Use pre-set rules to generate accurate policy documents—automatically including or excluding riders, conditions, or endorsements based on customer data.

Compliance Officers

Embed regulatory logic into documents to ensure region-specific language, legal notices, and disclosure requirements are always applied correctly.

Legal Teams

Define workflows that restrict editing of sensitive sections and ensure only compliant versions of contracts or policy terms are delivered for different scenarios.

Customer Service Managers

Ensure consistent communications across agents by triggering dynamic templates and workflows that adapt to the nature of customer queries or complaint types.

7 Reasons Why Your CCM Is Failing

Discover the hidden gaps slowing down your teams, risking compliance, and frustrating your customers. 

Real-World Insurance Use Cases

Claims Triage & Routing

Claims intake staff trigger automatic routing based on policy type, severity, or region, streamlining handoffs and accelerating resolution.

Jurisdiction-Specific Letters

Policy teams insert or exclude content based on state regulations, ensuring compliance without duplicating templates.

Multi-Step Approvals

Your communication team can trigger workflows that route documents to managers, legal, or compliance, based on premium size or risk profile for automatic approvals.

Exception Handling for High-Risk Policies

Cincom Eloquence automatically escalates to senior underwriters if a risk flag is detected—no manual tracking is required.

Variable Endorsements & Riders

Dynamic logic adds or omits endorsements based on customer data, so your team doesn’t waste time editing templates.

Customer Correspondence Based on Triggers

Service teams send tailored responses when conditions are met, such as lapse notices, payment reminders, or renewals.

Dynamic Task Assignment

Tasks are auto-assigned based on workload, product expertise, or customer type, maximizing efficiency and accuracy.

Proven in Insurance. Trusted by Industry Leaders. 

Frequently Asked Questions about Cincom Eloquence

1. Can non-technical users set up conditional logic without IT support?

Yes. Cincom Eloquence is designed for business users to create and modify workflows directly through an intuitive interface, without coding or relying on IT teams.

2. How flexible are the workflows when business rules or regulations change?

Workflows can be easily updated in real time. Users can revise rules or templates as policies, regulations, or internal priorities evolve, ensuring communications remain compliant and accurate.

3. Does Eloquence integrate with existing business systems or data sources?

Yes. Eloquence connects with core systems such as CRMs, policy administration platforms, and databases to pull live data and apply it within document workflows automatically.

4. How does Eloquence ensure regulatory compliance across multiple jurisdictions?

The platform allows embedding region-specific rules, disclosures, and legal clauses within workflows, ensuring every generated document aligns with local compliance standards.

5. What happens if a workflow requires multiple reviews or approvals?

Eloquence supports multi-level approval structures. You can configure steps so that certain documents or transactions are automatically routed to designated reviewers before finalization.