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 default. This allows you to easily create and manage additional custom categories as needed. You will not be able see the premium and revenue fields in the service Pipeline.

Use Case: Automatically selects “Custom” when creating a Service Pipeline, streamlining the setup process. Enables users to quickly add and manage multiple custom categories as needed.

To View the Enhancement: 

• Navigate to the Pipelines module from the left-hand menu.
  
• Click on Create New Pipeline.

Here, select Service in the Pipeline Type– you can see custom is selected automatically-

Scroll down below and you can see there are some categories already mentioned there, you can add more categories as well by clicking on Add Category–

Click & continue, in the Deal Modules section, Quotes, Intake Form & Final Action– Won/Lost are automatically deselected–

Continue and click update– you have created a pipeline

Now create a Deal Card in the Pipeline and in the Category section, you can select categories (These are the same categories which were present in the Custom Category field while creating Service Pipeline).

Note: In the Service Pipeline, you can not see Premium and Revenue fields options

Premium and Revenue  won’t be visible in Deal Card details, Deal card View, Quick View and Add Deal page.

1. Deal Card details

          2.Deal Card View

Here, you cannot see Total Premium and Total Revenue.

          3.Quick View

          4.Add Deal page

Closing the Deal Card

When closing a Deal card in the Service Pipeline, the card closes automatically without showing the tab for mentioning quotes.

The post Servicing Pipeline changes appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

A new enhancement has been introduced in the Pipeline module under Automation.

Users can now access email analytics – including open rates, click rates, bounces, and spam – directly in Sent Analytics under Automation. In addition, there is an option to download detailed reports for further analysis.

Use Case:– Monitor the effectiveness of email campaigns by tracking key metrics such as opens, clicks, bounces, and spam, and generate detailed reports for performance analysis and effectiveness of the Email Campaign.

To View the Enhancement: 

• Go to the Pipeline module.
  
• Select Automation.
• Click on Sent Analytics to view email performance metrics.

Here, you can view the email analytics by clicking on Email.

There is an option to download a detailed report of the email analytics, which can be accessed by clicking on Download.

Note: These analytics are available exclusively for email activities. This new feature does not apply to other activities.

The post Open, Click, bounce, spam detail on Pipeline Automation emails and handle in download appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

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 error or fails to execute, users now have the ability to promptly address the issue by utilizing the “Resend” option. This feature simplifies the troubleshooting process, allowing users to quickly resend failed stages without navigating through complex menus or contacting support.

Use Case: If a stage has failed or bounced, a “Resend” option will be visible adjacent to the respective automation stage.

To View the Enhancement:

• Click Automation.
• Then, verify if any automation stage has failed or bounced, then click on resend.

The post Need “Resend” option for bounced/failed Pipeline Automation appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

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 details for the specific period during which a quote is generated and expired.

Use Case: Retrieve quote details directly into pipeline automation through filtering with ‘Quote Effective Date’ and ‘Quote Expiration Date’ tags.

To View the Enhancement:

• Navigate to the pipelines module.
• Then, select three dots from the top right corner.
• From the drop-down, select Automation.

• Now, while adding any automation stage within pipelines, you can add the ‘Quote Effective Date’ and ‘Quote Expiration Date’ tags to fetch the details of both the effective and expiry dates of the quotes directly.
• Click Save.

The post Quote Effective and Expiration date tags in Pipeline Automation appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Earlier, within the add automation stage in pipelines, you were able to send intake forms directly via email, but now you can send them through SMS as well.

Use Case: SMS intake forms speed up responses, making pipelines more efficient and productive.

To View the Enhancement:

• Navigate to the pipelines module.
• Then, click on the three dots icon present in the top right corner.
• From the drop-down select Automation.

• Now, click on Add new Automation Stage.

• Now, within the Intake Form option, you can select “Send intake form to contact immediately via SMS.
• Click Save.

The post Send the Form to the Contact via Email/text in the Pipeline Automation appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

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 trigger days of notice.

Use Case: Utilize the ‘Lost Account’ workflow automation to engage inactive clients promptly. Through email, text, or tasks,you can prompt clients to take action, fostering proactive client management.

To View the Enhancement:

• Navigate to the Engagement module.
• Then, select “Automation” and click on ‘Create.’

• Select ‘lost account’ and click on Customize.

• Specify the workflow name.
• Choose the triggering mode for the workflow, including options like email, text messages, tasks, etc.
• Next, select the account type.
• Indicate the timing and select the specific days for triggering the workflow.
• Finally, click on Begin.

Note: When selecting the account name, you can filter the account based on type, age group, country, gender, etc.

• Now, create/customize the stages with the chosen workflow modes to trigger Lost account workflow automation. For instance, we’ve selected email under stage 1.
• In case you’ve selected other modes, you can easily create or modify stages to match your selections.
• Finally, click Next.

The post Lost Account Workflow Automation appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

 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 Policy Type‘ while keeping its functionality the same for your convenience. Additionally, a new feature called ‘By Branch’ has been introduced.

Use Case: ‘By Branch’ adds a new layer of organization, enabling tailored handling of policies associated with specific branches. When canceling a policy linked to a particular branch, a cancellation card will be generated based on the chosen pipeline stages.

To View the Enhancement:

• The customize option has been renamed to the ‘By Policy’ type keeping the functionality the same.

By Branch:

We’ve added a new feature called ‘By Branch.’ Now, when canceling policies tied to a particular branch, a canceled card will be created based on the selected pipeline stages.

• Navigate to the Pipelines module.
• Then, click on the 3 dots icon located in the top right corner.
• Select ‘Pipeline settings’ from the dropdown menu.

• Within the pipeline settings, select the ‘Cancellation Pipeline.’
• Set the card settings to ‘By Branch’ type and customize your pipeline settings accordingly.
• Save your settings.

The post Cancellation Pipeline Based on Branches and Policy type appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

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 want to preview within the email.

• Within Workflow automation, you will also have the option to preview text. For instance, we’re adding preview text to Workflow automation
• Then, click on Update.

• Once the automation is triggered, you will receive an email, and you can preview the body of the text that was added in the stage of the workflow automation.

The post Preview Text in Workflow Automation, Pipeline Automation, SCD, Email Campaign appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

The post Chronological Order Pipeline Automation Stages appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Use case – Easier to run automation from a single lead source. 

Process:

• Navigate to Pipelines and click on Action

• Now choose Automation 

• You will find the Source Filter option under all the Stages of the automation.

Note – Similar functionalities of the Source Filter drop-down are implemented under Stages, Triggers, Add Label, and Add Category. 

The post Deal source filter in all actions of pipeline automation appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

• You will get a confirmation message shown below:

 

The post Submission Pipeline Automation for AMS360 agencies appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

To view the enhancement:

• Navigate to Pipelines
• Click on 3 dots and select Pipeline Settings
• Click on Automation Settings

If you enable this, the pop-up, which appears when any Pipeline Automation is applied on a deal card, will not appear if the Automation Pop-up is disabled. The next automation will start directly and the previous one will stop. All the stages of the applicable automation will be applied and all prior automation will be stopped.

When you create automations, the agent will receive a pop up notification with the list of automations. When you disable the popup, automations are automatically applied to each deal card and removes the agent’s ability to stop the automation. 

The post Bypass the pipeline automation for agents appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.