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Pipelines
Sales and Client Management, Sales CRM, Pipeline Manager…
Annual Goals For Carriers
Description – Annual goals for carriers to periodically track the progress and updates. Use Case – Admins can set, review, and track the goal for
Mark tasks as done for won/lost cards
Description – Introduced setting to auto-update task status for cards marked as Won or Lost Use Case – Effective automation to close pending tasks of
Policy Form Implemented in Pipeline for HawkSoft
Description – Policy form drop-down added to Add Deal option in all modules Process: Navigate to Pipelines to add a deal card. Click on Add
Lead Source Filter In Pipeline
Description – Lead source added to the filter in the pipeline module. Use case – Easier to filter out and view deal card information based
Merge Lead Sources in Pipeline
Description – The feature will let you choose a master lead by merging multiple lead sources with each other. Use Case – Ideal to eliminate
Restrict lines of business in Renewal Automation
Description – Restrict specific policy categories during renewal automation Use Case – Renewal Automation that makes it easier if agents do not want to create
Merge Labels in Pipeline
Description – The feature will let you choose a master label by merging together multiple labels. Use Case – Ideal to eliminate duplicates and retain
Automation Tags added for Nickname and First Name of Contact
Description – Agents can now use the nickname or first name tag in the pipeline automation, campaigns, or templates. Use Case – Easier to send
Deal source filter in all actions of pipeline automation
Update – Source filter drop-down added to all the actions under pipeline automation. Use case – Easier to run automation from a single lead source.
Add and Edit Sub-Lead source changes
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.
Quote premium tag added to pipeline automation
Update – While triggering the pipeline automation, an agent may choose the quote premium as a tag Application – The auto-population enables agents to share
Pipeline automation for Hawksoft and AMS360 now considers the CSR
Update – Option to choose CSR for sender’s email/phone and assign the pipeline task Application – Agents using Hawksoft and AMS360 can now personalize communications
