Benefit: By automating the process of closing cards. When they are marked done, the process of closing deal cards will be sped up.

Navigation-

• Navigate to the Pipeline module.
• Click on the three dots in the window’s top-right to select pipeline settings.

• Navigate to the Claim pipeline.
• Scroll down to select Close card when  claim marked done in AMS360 as enable.
• Click on Save settings.

Note -Once enabled,  In AMS 360, when a claim is marked done, the card will be closed in insuredmine.

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Description: You can now set renewal automation based on each department.

Benefit: More flexibility to create renewal automation.

Navigation

• Navigate to the Pipeline module.
• Access the Three dots in the top right corner. Select Pipeline Settings.

• Scroll down to select the Renewal Pipeline.
• Toggle on \”Do you want to enable renewable automation?”.
• Select by Department.
• Scroll down to make the necessary changes for your renewal automation and click Save Settings.

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The 3 dot icon in the Pipeline will lead you to all the major functionalities/ actions that are necessary to set the pipeline as per your requirement. These functionalities will allow you to make the best use of all the features of Pipeline Manager to get the best sales results.

Deal Chart– Deal Chart is basically Sales Pipeline reports that are provided to have a better understanding of deal activities, conversations. You can have a complete pictorial view of all the deals in the selected pipeline.

Pipeline Automation– Through Pipeline Automation, you can set instant communication with the respective clients at a given point of time and trigger. You can set automation to engage your prospects and for initiating consistent communication throughout the sales process.

Download– In case you want to download the deal reports of the selected pipeline just click on the download option to fetch the report in an excel file.

Clone Pipeline– If you want to create a similar pipeline with all the stages, automation and lost reasons, then this feature will help to create one.

Save as Report– If you desire to save the dealboard data click on save as report tab.

Checklist Templates– Checklist helps you to keep track of the deal status that you are working on. You can add and share checklist templates with other agents.

Archived List– You can give a detailed list of all the deal cards that are archived from the selected pipeline.

Pipeline Leaderboard– Through Pipeline Leaderboard, you can view the projected analysis of the performance of each agent. You will also have an analytical view of the won and lost a deal, weekly tracker, and a lot more.

Lead Source- Through Lead Source, you will get a detailed view of the lead source and how many leads each source has referred to. This update is majorly done for a better business purpose.

Bulk Upload– You can create deal cards in a pipeline by uploading a CSV file format. This will help you to create multiple deal cards at one go!

How to connect email while using old version of InsuredMine

If you are using the old version of InsuredMine, the video guide below explains how to connect your email.

Note: For Admin there is an add-on settings option.

Settings– Through this section, Admin can set, manage and control the whole Pipeline. He can set the default pipeline and can manage the goals, notification, retention pipeline, stage change, and a lot more.

The post Action appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Use Case – Admins can set, review, and track the goal for each carrier.

Process:

• Navigate to Pipelines and select Pipeline settings.

•  Click on Goal Setting (Carrier) and select  Add Goal

• Fill in the mandatory fields and click on Save.

The post Annual Goals For Carriers 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.

Use Case – Effective automation to close pending tasks of the deal card when marked as won/lost, thus, allowing agents to transfer focus to other pending tasks.

Process–

• Navigate to Pipelines.
• Click on Pipeline Settings.

• Select Task Setting and toggle it to Enable.

• Navigate to a Deal card. If you mark the card Won, the pending task is getting marked done.

•  Navigate to a Deal Card. If you mark the card Lost, then also all the pending tasks are getting marked done.

The post Mark tasks as done for won/lost cards appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

• While adding goals you can add multiple carriers.

• Once saved the set goals will be displayed in a table. You can edit or delete the goals accordingly. Deal value will be derived from the quotes of the pipeline cards.

The post Goal Setting for Carriers appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Use case – Easier to set the preferred mode of communication and marketing campaign subscription preference of the Contacts.

Process:

• Navigate to Forms
• Under the Pipeline Setting in Form Automation, you may choose the static value for the preferred mode of communication and the unsubscribe option for marketing communications.

The post The static field in the form automation pipeline setting is updated appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

1. Set Default Pipeline And Stage For Public Intake(Web Quote Form) (Admin)
2. Goal Setting ( Carrier) (Admin/ Manager)
3. Goal Setting (Activity) (Admin/Manager)
4. Notification:
   • New Business (Won Deal Announcement) – (Admin)
   • Event Notification – (Admin)
   • Subscribe Notification – (Admin)
   • Retention Pipeline Notification – (Admin)
   • Public Intake Settings – (Admin)
   • Incoming Text Notification – (Admin)
   • Task Due Notification – (Admin)
   • Card Due Notification – (Admin)
5. Service Board – (Admin)
6. Pipeline leaderboard
7. Renewal Pipeline (previously retention pipeline)– (Admin)
8. Restrict Stage Change – (Admin)

9. Cancellation Pipeline Automation 

   Note: Feature available for NowCerts,HawkSoft,AMS360, and QQ Catalyst)

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