Pipeline Automation and Workflow

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

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

 With “Import Intake Form” in Pipeline Automation, you can now seamlessly integrate custom forms into your workflow.  Use Case: Simple to use, makes importing and

Now in Pipeline Automation, users have the option to select assignees for renewal cards.   These are the new options which have been added: The

 In the Pipeline section of InsuredMine, a recent update introduces a new feature that allows users to eliminate deal health status. Previously, it was not

To Dos, Notes, and Tasks, is now available in the deal card quick view. This enhancement enables users to incorporate a checklist, add notes, and

The new feature “Add Checklist” has been added to the pipeline stage automation.You can now easily select a checklist, and let  automation take care of

Now within the triggers section, specifically under “Deal Health Hot, Warm, Cool, and Cold,” you have the capability to create the automation to respond proactively