InsuredMine | Optimize and Grow Your Insurance Agency

Deals

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

Shared Pipeline

Shared Pipeline is designed to allow full staff access to the pipeline. Thus, all the deals in the Shared Pipeline will be visible/accessible to all

How to manage deals

One of the core missions of the InsuredMine platform is to help agencies in sales efforts – To increase conversions and close rates in the