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.

Navigation-

• 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.