% change data Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency Tue, 10 Dec 2024 14:01:45 +0000 en-US hourly 1 https://wordpress.org/?v=7.1.4 https://www.insuredmine.com/wp-content/uploads/2021/07/favicon.ico % change data Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency 32 32 % Change Data on Deal card details and Filter Range https://www.insuredmine.com/knowledge-base/change-data-on-deal-card-details-and-filter-range/ Sat, 30 Sep 2023 17:27:29 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=12983 This feature is for the renewal pipeline only. This feature will help you know the percent change (increase/decrease) in premium for renewed policies.   Note: This feature is enabled for all AMS systems. Use Case: Maintain a clear view of premium changes across your deal cards. To View the Enhancement: /*! elementor – v3.23.0 – 10-07-2024 […]

The post % Change Data on Deal card details and Filter Range appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

]]>
This feature is for the renewal pipeline only. This feature will help you know the percent change (increase/decrease) in premium for renewed policies. 
 

Note: This feature is enabled for all AMS systems.

Use Case: Maintain a clear view of premium changes across your deal cards.

To View the Enhancement:
  • Navigate to the Pipelines Module.
  • Select any Deal card.
  • Click on the Premium.
  • Set the Premium or Renewal Amount.
  • Click Submit.
  • Under the Premium & Renewal Amount, you will be able to view the percentage change in the premium for the renewed policy.

The post % Change Data on Deal card details and Filter Range appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

]]>