Information about Pipeline Automation and Workflow
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: Assign the renewal card to the “CSR of the account” after the renewal automation has been enabled and the card has been created. Any
You can clone a pipeline with all the stages, automation, and lost reasons of the selected pipeline. Â Note: This feature is only for admins.
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
You can find the quoted date if you navigate to the quote section of the deal card. Â To view the enhancement: Navigate to Pipelines
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
Description: Renewal automation based on Branch is possible. Benefit: More flexibility to create renewal automation. Navigation Navigate to the Pipeline module. Access the three dots
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Submission Automation is available in InsuredMine Pipeline Automation. Once you set it up, a deal card will be created in InsuredMine whenever there is a
The 3 dot icon in the Pipeline will lead you to all the major functionalities/ actions that are necessary to set the pipeline as per
Update – Add a sub-lead source to a Lead Source Use case – Easier to implement and manage lead/sub-lead hierarchy with multiple lead sources.
You can now add links in deal card, account360, and contact360 under the description section of each actionable module. Â In the deal card section,
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