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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Pipeline Automation and Workflow
Information about Pipeline Automation and Workflow
Primary Assignee of Card in task – in Pipeline Automation
Previously, when triggering pipeline automation within the task stage, the option called ‘Assignee of the Pipeline Card’ would assign the task to all agents once
Edit Workflow/Pipeline automation and send the latest one – WA, PA, SCD
Now, in our latest addition, you can easily edit any ongoing automation, including workflows, pipelines, and SCDs. Once you’ve made your changes, you can instantly
Need “Resend” option for bounced/failed Pipeline Automation
The introduction of a “Resend” option enhances the efficiency and usability of our pipeline automation system. In instances where a pipeline automation stage encounters an
Quote Effective and Expiration date tags in Pipeline Automation
Now, while setting up a pipeline automation stage, you can add ‘Quote Effective Date’ and ‘Quote Expiration Date’ tags. These tags help you fetch quote
Send the Form to the Contact via Email/text in the Pipeline Automation
Earlier, within the add automation stage in pipelines, you were able to send intake forms directly via email, but now you can send them through
Lost Account Workflow Automation
We have implemented a new workflow in our workflow automation called ‘Lost Account.’ This automation functions by triggering notifications to accounts regarding inactive policies with
Cancellation Pipeline Based on Branches and Policy type
 Earlier in the cancellation pipeline, we had two options: ‘By Default’ and ‘Customize.’ Following recent UI enhancements, we have renamed the ‘Customize’ option to ‘By
Clickable Action Button Pipeline Scheduled/Sent Analytics
Previously, we weren’t able to click on the analytics featured in scheduled and sent analytics within pipeline automation. However, now you will be able to
Select all Lead Sources in Pipeline Automation
Now within Pipeline Automation, you can easily select all lead source filters simultaneously. Use Case: Streamline your Pipeline Automation process. Easily select all lead source
Stop Scheduled emails from Deal cards/Contact/Account
With Insuredmine, you have the flexibility not only to set up email schedules within pipelines, contacts, and accounts but also to view, modify the scheduled
Restart the stopped stage of Pipeline Automation
Previously, when an automation was in progress or scheduled for a deal card, and another automation was initiated in between, there was no option available
