Information about Pipeline Automation and Workflow
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
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
Within Pipeline Automation, we’ve introduced two new filters called ‘carriers’ and ‘categories.’ For example, if a deal card contains carrier and category related information, the
This new feature allows users to select the Assignee of the pipeline card as an option for task assignment within Pipeline automation. By choosing the
A recent update in Pipeline Automation introduces the “Archived Pipeline Card” option. When setting up the automation and opting for the archived pipeline card within
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