InsuredMine | Optimize and Grow Your Insurance Agency

category

Category filter in the pipeline

Category filters will help to have a view of all the deal cards that will fall under the selected category. How to access category filters?

Pipeline Automation

In this article, you will learn: Examples of triggers: Examples of Actions: Assignee for Pipeline Automation How to get to the automation section from Pipeline

Adding a Policy Category

In this article, you will learn: Selecting Multiple categories for line of business in Policy, Pipeline Manager, Reports and Opportunity modules. To add multiple policies,