Description -Claim automation settings, such as personal, commercial, and other added-in pipeline settings. Benefit: When claim automation is based on the type of insurance, it
Description: Loss date data points are marked for claims when they are indicated as being closed. Benefit: Assists in giving agents references for remarketing Process:
Description: The new feature has been added in the pipeline module where when any Pipeline whose title have Sales, Renewals, Claims, Cancellations and Service then
Description: You can now set renewal automation based on each department. Benefit: More flexibility to create renewal automation. Navigation Navigate to the Pipeline module. Access