Top menu >> Setup >> Select process >> Workflow tab


In order to setup this action trigger you need an Agency and Rep reference field in the template of your process. 


Click +Add an action trigger.


Screenshot%201.jpg




Select one of the options when you would like the action to fire. This can be either based off status or date. 



Screenshot%202.jpg



In the Assignee drop down menu select the Rep field option. 


Screenshot%203.jpg