InsuredMine CRM | Optimize and Grow Your Insurance Agency

Additional Options in Won Deal

Now you will have more options available while marking a quote in the deal card as won. If you have multiple quotes within the deal card, you will get these options for all the quotes available. 

To view the enhancement:

  • Navigate to the pipeline manager

  • Open a deal card

  • Click on the won sign to mark the quote as won

  • You need to select the label

  • Mention the won date

  • Mention the won description

  • Click on more options

  • Mention the deal category

  • Mention expected premium

  • Mention expected revenue

  • Search and select the carrier

  • You can mention any important thing in the notes section

  • Enter the policy number

  • Select the payment frequency

  • Select the policy frequency

  • Mention effective date

  • Mention the expiry date

  • Check the box to start “Won Deal” automation

  • Check the box if you want to stop running automation


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