pipeline automation Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency

Cancellation Pipeline Based on Branches and Policy type

Earlier in the cancellation pipeline, we had two options: ‘By Default’ and ‘Customize.’ Following recent UI enhancements, we have renamed the ‘Customize’ option to ‘By

Preview Text in Workflow Automation, Pipeline Automation, SCD, Email Campaign

We’ve added a preview text feature for email campaigns, workflow automation, pipeline automation, and Single Contact Drip. To view the enhancement: Add any text you

Chronological Order Pipeline Automation Stages

Now automation stages will be arranged and sorted based on time. For example, if you have set stage 1 automation for an email that

Deal source filter in all actions of pipeline automation

Update – Source filter drop-down added to all the actions under pipeline automation. Use case – Easier to run automation from a single lead source.

Submission Pipeline Automation for AMS360 agencies

Submission Automation is available in InsuredMine Pipeline Automation. Once you set it up, a deal card will be created in InsuredMine whenever there is a

Bypass the pipeline automation for agents

Now you can disable the Apply automation pop-up which appears when any action for which automation is set is done in the pipeline. To view

Cancellation Pipeline Automation

How to set Cancellation Pipeline Automation? Note: Feature available for NowCerts, HawkSoft, AMS360, and QQCatalyst If any deal card gets canceled for any reason, through

Disable all stages of pipeline automation

In the Apply Automation pop-up, you can now disable all the stages of Pipeline Automation through one sliding button. To view the enhancement: Navigate