InsuredMine CRM | Optimize and Grow Your Insurance Agency

Insurance Type option in Claim pipeline automation

Description -Claim automation settings, such as personal, commercial, and other added-in pipeline settings.

Benefit: When claim automation is based on the type of insurance, it is convenient for agents to create deal cards.


  • Go to the Pipeline module.
  • Click on the three dots in the window\’s top right corner and select pipeline settings.


  • Click on the claim pipeline.
  • Navigate to set pipeline and toggle customize.

  • Toggle between personal, commercial, and other, depending on the requirement.
  • Whenever personal is chosen, fill in the following details.

  • Whenever a commercial is chosen, fill in the following details.

  • For other.

  • Scroll down to click on save settings.



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