Opportunity Management Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency

Add Pipeline Card & Task in Auto No Home AI and Home No Auto AI

Arshad Hussain — Sat, 26 Jul 2025 11:50:03 +0000

You can now add pipeline cards and tasks directly from AutonoHome and HomenoAuto AI from the multi selection option.

Use Case: Easily add Pipeline Cards and tasks from the Opportunities module to keep your workflow organized. This helps prioritize efforts and improves your pipeline management efficiency.

To View the Enhancement:

Navigate to the Opportunities module from the left-hand menu.
Click on the Auto No Home AI/Home No Auto.

For Auto No Home AI- Click on multi select option- Adding Pipeline Cards

Click on Auto No Home AI and select the accounts for which you want to create Pipeline Cards.
Click on Add Pipeline Card.
Field the required details in the pop-up.
Click Save.

Here, you can see the created Pipeline Cards

Adding Tasks

Click on Auto No Home AI and select the accounts for which you want to create Tasks.
Clicks on Add Task.
Field the required details in the pop-up.
Click Save.

Here, you can see the created Tasks

For Home No Auto AI

Adding Pipeline Cards

Click on Home No Auto AI and select the accounts for which you want to create Pipeline Cards.
Click on Add Pipeline Cards.
Field the required details in the pop-up.
Click Save.

Here, you can see the created Pipeline Cards

Adding Tasks

Click on Auto No Home AI and select the accounts for which you want to create Tasks.
Click on Add Task.
Field the required details in the pop-up.
Click Save.

Here, you can see the created Tasks

The post Add Pipeline Card & Task in Auto No Home AI and Home No Auto AI appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Filter AI Auto No Home and Home No Auto List

Arshad Hussain — Wed, 02 Jul 2025 11:31:51 +0000

We’ve introduced a new enhancement in the Opportunities module – you can now filter the Auto No Home and Home No Auto lists using the Expiring filter.
This allows you to view accounts based on the expiration dates of their existing policies and use that information for internal analysis or potential cross-sell opportunities.

Use Case: Users can filter the Auto No Home and Home No Auto lists by policy expiration dates.This helps in organizing and reviewing accounts for timely follow-up and internal planning.

To View the Enhancement:

Navigate to the Opportunities module from the left-hand menu.
Select the AutoNoHome/HomeNoAuto.

Click on the Filter option and you can filter out Accounts by the Days or by a Custom Expiration date range.

Select Days or Custom Expiration date range and click on Apply.

Here, you can see the Filtered Accounts.

The post Filter AI Auto No Home and Home No Auto List appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Download AI Auto No Home and Home No Auto List

Arshad Hussain — Wed, 02 Jul 2025 11:27:00 +0000

We’ve added a new enhancement to the Opportunities module – you can now download the Auto No Home and Home No Auto lists. This update allows you to easily view and analyze these lists for cross-sell opportunities.

Use Case: “Auto No Home” list helps to identify clients with auto policies but no home coverage, enabling targeted cross-sell campaigns.

Similarly, the “Home No Auto” list helps identify home policyholders who may benefit from bundled auto insurance.

To View the Enhancement:

Navigate to the Opportunities module from the left-hand menu.
Select the AutoNoHome/HomeNoAuto.

Click on Download and the list will get downloaded.

The post Download AI Auto No Home and Home No Auto List appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.