quote premium Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency Fri, 13 Oct 2023 10:13:21 +0000 en-US hourly 1 https://wordpress.org/?v=7.1.4 https://www.insuredmine.com/wp-content/uploads/2021/07/favicon.ico quote premium Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency 32 32 Quote premium tag added to pipeline automation https://www.insuredmine.com/knowledge-base/quote-premium-tag-added-to-pipeline-automation/ Sat, 15 Apr 2023 06:38:13 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=23747 Update – While triggering the pipeline automation, an agent may choose the quote premium as a tag Application – The auto-population enables agents to share quote premiums with ease   Process: Begin by adding the quote premium to the Deal card You may now send an email adding the Quote premium tag. Note: If the […]

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]]> Update – While triggering the pipeline automation, an agent may choose the quote premium as a tag
Application – The auto-population enables agents to share quote premiums with ease

 

Process:

  • Begin by adding the quote premium to the Deal card

  • You may now send an email adding the Quote premium tag.

Note:

If the deal card has more than one quote, the tag will pick the value for the first quote.

The post Quote premium tag added to pipeline automation appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

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