Add policy from the quote of the card.
Description: Adding a quote will automatically create a policy in the deal card. Benefit: Creating a policy is now quicker, automated, and more efficient. Navigation
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Description: Adding a quote will automatically create a policy in the deal card. Benefit: Creating a policy is now quicker, automated, and more efficient. Navigation
Description: Renewal automation based on Branch is possible. Benefit: More flexibility to create renewal automation. Navigation Navigate to the Pipeline module. Access the three dots
Description: It is possible to bulk upload the lead source. Benefit: Lead sources in the portal can be created more quickly, allowing you to save
Description: Downloadable archived pipeline cards are available in the archived list. Benefit: Data is easier to access in the future by downloading the archived cards.
Description -Claim automation settings, such as personal, commercial, and other added-in pipeline settings. Benefit: When claim automation is based on the type of insurance, it
Description – Lead source added to the filter in the pipeline module. Use case – Easier to filter out and view deal card information based
Update – Option to choose CSR for sender’s email/phone and assign the pipeline task Application – Agents using Hawksoft and AMS360 can now personalize communications
Update – Increased the color choices while adding labels. Application – Easier to segregate the labels and track the pipeline process Process:Â Navigate to Pipelines
Update – The option to add labels to the deal card is now available within the card view Application – Easier access to add labels
Update – Set inactive days for every stage in the pipeline To view the enhancement: Navigate to Pipelines Click on create a new pipeline
Now you can mark any custom field as mandatory while creating or updating the pipeline. These fields will be reflected while adding a deal card
You can merge multiple deal cards into one from the same Pipeline. You need to select any one deal card as the master card, where
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