A new enhancement has been introduced in the created pipeline edit process. Now, you can make changes in any of the six stages by simply clicking on that stage name.

Use Case: Now, editing the created pipeline is simple. Instead of going through a long process, the agent can directly edit the existing pipeline by clicking on the respective stage name and updating it. This not only saves time but also makes navigation easy.

To View the Enhancement:

Navigate to the Pipeline.

From the dropdown, find and select the Pipeline by Name that you want to edit.

Click on Edit Pipeline.

You will be redirected to the Update Pipeline page for the selected pipeline.

If you want to update any of the six stages listed below, simply click on the respective stage number.

Make the necessary changes (e.g., updating title, type, board settings, categories,Deal Type).

Finally, click on the Skip and Update icon.

A success pop-up confirming that the pipeline has been updated will appear.

The post Pipeline – Direct Navigation to Edit and Create Pipeline Stages appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

With our latest enhancement, we’ve introduced a new “Sort by Activity Date” option in the Pipeline module, giving users better visibility into recently updated deal cards.

What is the Activity Date?

Activity Date refers to the most recent interaction or action performed on a deal card, such as:

• Adding a note
  
• Uploading a file
  
• Logging a call
  
• Creating a task
  
• Any other form of recorded activity

What’s New?

You can now sort your pipeline by Activity Date, which will:

• Bring recently active deal cards to the top
  
• Push deal cards with no recent activity to the bottom
  

This helps sales, service, and operations teams prioritize active deals and stay on top of what’s currently in motion.

To View The Enhancement:

 

Step 1: Go to Pipeline Module

• Navigate to the Pipeline section from the main menu.
  

Step 2: Locate Sort Options

• In the top-right corner of the pipeline view, click on the Sort By dropdown.

Step 3: Select Activity Date

 

Choose “Sort by Activity Date” from the list.

Step 4: View Sorted Cards

• Deal cards with the most recent activity (e.g., note added, file uploaded) will appear on top.
  
• Deal cards with no or older activity will appear further down.
  

Example

 

• If you add a note to Deal A and upload a file to Deal B today, and Deal C hasn’t had any activity in the last 2 weeks:
  
  
  • After sorting by Activity Date:
    
    1. Deal B (latest file uploaded)
       
    2. Deal A (recent note)
       
    3. Deal C (inactive)

The post Sort by Activity Date in pipeline appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Now, within the card view in pipelines, we’ve incorporated SMS, email, files, automation, and a comprehensive timeline view for more accessibility and efficiency.

Use Case: Enhance your pipeline management with SMS, email, file integration, automation, and timeline view to streamline communication, organization, and productivity.

To View the Enhancement:

• Go to the pipeline module.
• Then, select any deal card and click on it.

• Now, we have added extra features such as SMS, email, Files, Automation, and a full timeline in the Card View.

The post SMS, email, Files, Automation, and full timeline in Card view appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Now, within the renewal pipeline, a new feature has been introduced under the policy type settings. You now have the option to enable and save the “Personal Policy Type” setting, which applies to personal, commercial, and other policy types.

Use Case: Personalize each of your policy type settings when saving.

To View the Enhancement:

• Navigate to the pipelines module.
• Then, click on the three dots present in the top right corner.

• Click to enable personal policy type setting.

By enabling this you can restrict each policy type setting for Personal, commercial, and others.

The post Restrict Commercial/Personal Renewal Pipeline appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

 Now, it’s easier to keep track of your sales goals with the additions of extra new listings called: Account Name, Account Type, and Deal Card Type.

To view the enhancement:

• Go to the Pipelines module.
• Locate and click the three-dot icon in the right-hand corner.
• Choose “Deal Charts” from the dropdown menu.

• Click on any agent to view their deal statistics.

• You will be able to view the Account Name, Account Type, Deal Card Type and lookup code for the Sales Report.

The post Account Name, Account Type, Look Up code & Deal card Type for Sales Report appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Pipeline Automation with Label Filter

InsuredMine has introduced a new feature in Pipeline Automation known as the Label Filter. For example, if a deal card contains a label, the automation will be triggered only when the label filter is set. Automation will trigger only for those deal cards that meet the criteria of the selected label filters.

To view the enhancement:

• Go to the Pipelines module and then click on the ellipsis icon (…).
• From the drop-down of options select “Automation.”

• From pipeline automation, click on Add New Automation Stage.

• You will be able to see one more filter, named ‘Label Filter’ that has been added to the Automation stages within pipeline automation.
• If a deal card contains a label, and we’ve set the label filter here and initiated the automation process, then only it will trigger the automation for the specific deal card. Otherwise, the automation won’t activate.

The post Pipeline Automation Filter by Label appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

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Process:

• Navigate to Pipelines to add a deal card. Click on Add deal.
• Scroll down to select the policy form from the Policy Form drop-down.

• Policy form can also be added under Quotes after adding a deal card.
• Navigate to Quotes.

• Click on Add quotes. It will be reflected as a policy form for the Deal card.

Note:

• The policy form field is available in the Add Deal Card option throughout the portal, such as Headers, Pipelines, Contact 360, Contact, Account 360, and Work Email, Opportunities module.
• A filter of Policy Form has been added. You can also filter deal cards based on the Policy Form.

The post Policy Form Implemented in Pipeline for HawkSoft appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

You can now select all cards of any particular stage of a Pipeline and perform several actions like assign agent, assign drip, move, archive, mark as won or lost, or merge.

 

To view the enhancement:

• Navigate to Pipeline Manager

• Select a pipeline

• Click on the check box beside the stage name

• You will find all deal cards of that stage will be selected 

• And the number of cards selected will be mentioned on the top right.

• Once selected you can perform any actions mentioned above.

 

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Benefit – Ease in managing the deal cards.

Process- 

• Navigate to the Pipelines module.

• Select a deal Card. Click on the three dots icon.

• Select Copy or Move card.

Note – Toggle Copy if you want to copy a deal card; otherwise, toggle Move to move a deal card into a specific pipeline and stage.

• Select the copy or move option.
• Select the pipeline and stage. Click on Update.

Note – You can archive a deal card with the archive option.

• Navigate to the card and select a three-dot icon.
• Click on Archive.

• A pop-up window will appear on the screen. Click on Yes, archive it!

• A confirmation message will appear that the Card is Archived.

The post Copy/Move and Archive Cards from Stage  appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Use Case – Ideal to eliminate duplicates and retain clean data in the CRM

Process:

• Navigate to Pipelines and choose Board Settings.

• Click on Labels and choose the labels to merge.
• Click on Merge.

• Now choose the master label name and click on Merge.

The post Merge Labels in Pipeline appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

• If you click on sent analytics, it will show today’s analytics by default. You will have 2 more options- the Last 7 Days and the Last 30 Days.

• If you click on the template, it will show the template that was used.

• Similarly, if you click on the Scheduled Analytics, you will find the list of workflow that is scheduled for the near future.

• If you navigate to the pipeline, and select Automation, you will find the Scheduled and Sent Analytics.

The post Analytics on Workflow & Pipeline Automation appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.