Information about Pipeline Automation and Workflow
With our latest release, we’ve introduced the CSR Scheduler and Signature Tags for use in all automation processes, including Email Campaigns, Bulk Text, Templates, Single
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.
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
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
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
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
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
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
 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
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
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
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
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