user preferences Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency Mon, 25 Aug 2025 08:33:32 +0000 en-US hourly 1 https://wordpress.org/?v=7.1.3 https://www.insuredmine.com/wp-content/uploads/2021/07/favicon.ico user preferences Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency 32 32 Assign card as per servicing roles in renewal pipeline automation https://www.insuredmine.com/knowledge-base/assign-card-as-per-servicing-roles-in-renewal-pipeline-automation/ Mon, 25 Aug 2025 08:24:17 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=47409     We have introduced a new enhancement in Renewal Pipeline Automation that allows cards to be automatically assigned based on servicing roles (e.g., Agent Owner, Producer). This ensures that the right team member is responsible for the renewal process of the policy, improving accountability and efficiency. Use Case: Suppose a renewal card is created […]

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We have introduced a new enhancement in Renewal Pipeline Automation that allows cards to be automatically assigned based on servicing roles (e.g., Agent Owner, Producer). This ensures that the right team member is responsible for the renewal process of the policy, improving accountability and efficiency.

Use Case: Suppose a renewal card is created in the pipeline. With this enhancement, the card will be automatically assigned to the designated servicing role (such as the assigned Agent Owner or Producer), eliminating manual assignment and reducing delays in follow-up.

Note: This feature is for Epic Agencies.

To View the Enhancement: 

  • Navigate to the Pipeline
  • From the dropdown ,select the Pipeline Settings

You will be redirected to the Pipeline Settings page. From here, select Renewal Pipeline.

You will be redirected to the Renewal Pipeline page.

Scroll down to view the Select Servicing Role dropdown.

  • From the dropdown, select the preferred servicing role.
  • Click on Save Settings

Note: The card will be assigned to the selected servicing role.

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]]> Pipeline Settings- Optional Premium and Revenue on Won Deal Announcement Email https://www.insuredmine.com/knowledge-base/pipeline-settings-optional-premium-and-revenue-on-won-deal-announcement-email/ Sat, 06 Apr 2024 09:50:54 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=37166 Once toggled on, any team member who successfully secures a deal will have their achievement highlighted, showcasing successful deal closures with premium and revenue goals highlighted on the won deal announcement email. Use Case: Displays agents’ successful deal closures with premium and revenue, fostering motivation and accountability within the team. To View the Enhancement: Navigate […]

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Once toggled on, any team member who successfully secures a deal will have their achievement highlighted, showcasing successful deal closures with premium and revenue goals highlighted on the won deal announcement email.

Use Case: Displays agents’ successful deal closures with premium and revenue, fostering motivation and accountability within the team.

To View the Enhancement:

  • Navigate to the Pipelines module.
  • Then, click on the three-dots icon and select “Pipeline Settings” from the drop-down.
  • Click to toggle on: Do you want to show premium and Revenue and won announcement email notification?
  • Now, any team member who clinches a deal will showcase the premium and revenue in the won deal announcement email.

The post Pipeline Settings- Optional Premium and Revenue on Won Deal Announcement Email appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

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