Policy Data in the Deal Card
In this article, you will learn: Policy data if the deal card is created for an active client Policy data if the deal card is
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Type II Certified
Data Management and Reports
Information about Data Management and Reports
Print Timeline
Now you can download the deal card timeline. The download will be in pdf format and will include the deal card name and deal cardtimeline.Â
Save the Last Applied Filter in Deal Charts
In deal charts, there are 3 filters- deals by count, deals by value, and deal by expected revenue.  The filters are available in the
Saved files uploaded in notes available under Files
If you save a file in the notes section under the deal card, the file attached will also be available to view under the File
Production Options in the Sales Dashboard Based on Won/Lost
Earlier at InsuredMine, we had two separate sections for production related to deals won and lost within the sales dashboard module. But now, we have
Deal Charts: Reports & Filters
In this article, you will learn: How to set filter: Account Type Filter in Pipeline Status Filter in Pipeline Assignee Filter Label Filter Category filter
Goal Setting for Carriers
In Pipeline settings now you can find goal setting by carrier. Goal setting by carrier will help you set carrier wise goals for your agents.
Win Probability Percentage in Deal Stages and Deal Chart
When you create a pipeline, you can set the win probability percentages. This feature will help agents to understand the chance of winning the deal.
