sales funnel Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency Tue, 11 Jul 2023 06:12:18 +0000 en-US hourly 1 https://wordpress.org/?v=6.9.4 https://www.insuredmine.com/wp-content/uploads/2021/07/favicon.ico sales funnel Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency 32 32 Life Ins. Intake form https://www.insuredmine.com/knowledge-base/life-ins-intake-form/ Sun, 31 May 2020 00:56:28 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=8294 In this article, you will learn: How to insert life Insurance Intake form in dealcard? Generate and receive life Insurance Intake form right into your dealcards. Empower your team with a proficient and comprehensive life insurance In take form.  You can use this Intake form to get all information quickly from your clients. You can […]

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In this article, you will learn:

Generate and receive life Insurance Intake form right into your dealcards. Empower your team with a proficient and comprehensive life insurance In take form. 

You can use this Intake form to get all information quickly from your clients. You can collect personal information for example name, address, number, email, birth date, marital status, social security number (SSN),  other life plan information by using this insurance quote form template. This life insurance quote form allows asking some questions about Family history, professional hobbies, previous medical diagnoses.  In addition, your clients can add additional comments and questions by using this insurance quote form.

Life Insurance Intake Form

How to insert life Insurance Intake form in dealcard?

  1. Go to the Pipeline in the pipeline manager module and select the pipeline where you have the deal card for Life Insurance
  2. Select the deal card for the pipeline
  3. In the import form segment on the right, Click on Import Intake form.

4. Select category Life and click update intake form.

5. Click ‘yes’ on the confirmation screen, to import the Life quote sheet.

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]]> Shared Pipeline – FAQ https://www.insuredmine.com/knowledge-base/shared-pipeline-faq/ Mon, 11 May 2020 17:56:35 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=8124 In this article, you will learn: What is the significance of the shared Pipeline? What deal type gets added to the shared Pipeline ? Who can add a deal to the shared Pipeline? What are the limitations of the shared Pipeline? Shared Pipeline What is the significance of the shared Pipeline? The Shared Pipeline shows […]

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In this article, you will learn:

Shared Pipeline

What is the significance of the shared Pipeline?

The Shared Pipeline shows any new leads that have come in but have not been assigned to an agent.

What deal type gets added to the shared Pipeline ?

Deals and leads being entered via the web.

Who can add a deal to the shared Pipeline?

Any agent can add a deal in a shared pipeline.  Or you can have leads coming in from vendor or web sources populate into the shared Pipeline.

What are the limitations of the shared Pipeline?

Since it is not assigned to an agent, you cannot close a deal. However, you can perform most of the other activities.

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Shared Pipeline shows any new leads that have come in through the web but have not been assigned to an agent.  You can move a deal card from the shared board to your personal Pipeline. An Admin can assign a deal card to any agent from the shared board.

You can perform most of the same activities you perform on the personal board.

Learn all about Shared Pipeline

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