InsuredMine | Optimize and Grow Your Insurance Agency

sales

Pipeline Leaderboard

In this article, you will learn: Weekly/Monthly/Yearly View Card count for an assigned agent and who marked it as WON/LOST Customized Plecto Leaderboard Want to

Restrict Pipeline Access

In this article, you will learn: How to restrict the Pipeline Access? Presenting a clear and relevant view of the data to the agents helps

Shared Pipeline – FAQ

In this article, you will learn: What is the significance of the shared Pipeline? What deal type gets added to the shared Pipeline ? Who

Cross Sales: Automation

In this article, you will learn: Workflow Details Designing the workflow Automation Cross-Sell- And/Or Policy Category Cross-Sell Automation for specific carriers This demo video provides

Shared Pipeline

Shared Pipeline is designed to allow full staff access to the pipeline. Thus, all the deals in the Shared Pipeline will be visible/accessible to all