Policy Details Update on Created Policy Sync to AMS from Pipeline Quotes Popup
Previously, when adding a policy from the ‘add quotes’ section of the pipeline and syncing it, occasional errors occurred, resulting in the creation and sync
User Interface and Navigation
Information about User Interface and Navigation
Pipeline bulk upload and policy mapping – New Logic
With the pipeline bulk upload feature, users can effortlessly upload large amounts of data. InsuredMine simplifies the process by creating deal cards based on policy
Pipeline Bulk Upload with Policy/Quote Details
Previously, the system lacked the capability to incorporate quoted data when generating deal cards via bulk upload. However, now, if quoted data is included, it
Multiple select cards and add Labels
Now, you have the option to choose multiple deal cards and assign labels to them without having to access each deal card individually. Use Case:
Add Account Name for Personal add Deal Card
Now, when you add a deal, you’ll notice a new feature: the option to add a contact name in the ‘Add Deal’ section. This instantly
Pipeline Automation Filter by Label
Pipeline Automation with Label Filter InsuredMine has introduced a new feature in Pipeline Automation known as the Label Filter. For example, if a deal card
Option to resend text from Pipeline, Account, Contact
Within account, contact or pipelines modules, discover the convenience of resending texts to particular phone numbers, streamlining your communication processes with ease. Navigate to any
Remove prior assigned agents when assigning agent as bulk
This recent improvement in Pipelines allows users to assign agents in bulk. When you assign an agent to a deal card, you now have the
Option for private or shared boards while moving/copying the card
This new enhancement in the “Pipeline module” allows users to choose whether to move or copy cards from one stage to another, with the added
Revenue as mandatory field for Add deal and Won Deal
The latest enhancement includes the addition of a “Revenue” option within the Mandatory fields for both adding and marking deals as won. This update allows
% change data on deal card details and filter range
This feature is for the renewal pipeline only. This feature will help you know the percent change (increase/decrease) in premium for renewed policies. The filters
Reactions in the notes – Pipeline, Contact, Account
At InsuredMine, we’re always adding new add-on features that build communication through personalization. Now you can add reactions to the notes in Pipeline, Contact, and
