InsuredMine CRM | Optimize and Grow Your Insurance Agency

Pipeline Automation and Workflow

Information about Pipeline Automation and Workflow

Servicing Pipeline changes

We’ve introduced an enhancement to the Service Pipeline. When creating a new service  pipeline under Categories, the “Custom” option will now be selected automatically by

Non Renewal Pipeline Automation

If you’ve configured non-renewal pipeline settings within InsuredMine, whenever a deal card’s status changes from renewal to non-renewal based on policy type (such as personal,

Customized Email/SMS in Intake Form Stage

Earlier, editing and previewing Email/SMS within the Intake Form Stage before triggering automation was not possible. Now, this enhancement allows users to customize email/SMS when

Agent Address Tag

Now you can add the Agent Address Tag throughout the portal, wherever tags can be added. This includes email campaigns, bulk texts, running any automation

Multiple Quote Tags in Pipeline

Now, you will be able to fetch three sets of quote data simply by adding three sets of quote tags while triggering a Pipeline automation.

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