InsuredMine | Optimize and Grow Your Insurance Agency

% change data on deal card details and filter range

This feature is for the renewal pipeline only. This feature will help you know the percent change (increase/decrease) in premium for renewed policies. The filters are based on the positive range that varies between 0-5% , 5-10% , 10-20% , 20+%.


Note: This feature is applicable for NowCerts users.

 

 

To view the enhancement:

  • Navigate to Pipelines

  • Click on a deal card.

  • Under renewed amount you, you will see the % change.

 

  • Click on filters

  • Set the premium rate


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