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.