InsuredMine CRM | Optimize and Grow Your Insurance Agency

Benefits, Life and Health Plan Option in Pipeline Manager

You add, edit and delete plan list from the settings section in Pipeline Manager. This plan list is only available under benefits, life and health policies.


To view the enhancement:

  • Navigate to pipeline settings

  • Click on Plans

  • To add a plan, click on add and fill in the plan name 

  • To edit click on the edit icon under the action tab, edit it, and click on update.

  • To delete click on the bin icon and confirm if you want to delete the plan.

  • Navigate back to pipeline

  • Click on add deal

  • Fill in the details and click on save

  • Click on the deal to have an extended view, you can find plan details mentioned on the left side of the deal card.

  • You can add more plans to the deal card.


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