We’ve introduced an enhancement to the Service Pipeline. When creating a new service pipeline under Categories, the “Custom” option will now be selected automatically by
A new enhancement has been introduced in the Pipeline module under Automation. Users can now access email analytics – including open rates, click rates, bounces,
The introduction of a “Resend” option enhances the efficiency and usability of our pipeline automation system. In instances where a pipeline automation stage encounters an
Now, while setting up a pipeline automation stage, you can add ‘Quote Effective Date’ and ‘Quote Expiration Date’ tags. These tags help you fetch quote
We have implemented a new workflow in our workflow automation called ‘Lost Account.’ This automation functions by triggering notifications to accounts regarding inactive policies with
 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
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
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