InsuredMine CRM | Optimize and Grow Your Insurance Agency

Close card when claim marked as done setting in claim pipeline automation

Description: The pipeline settings section provides a further setting option to close the card when marked done.

Benefit: By automating the process of closing cards. When they are marked done, the process of closing deal cards will be sped up.


  • Navigate to the Pipeline module.
  • Click on the three dots in the window’s top-right to select pipeline settings.

  • Navigate to the Claim pipeline.
  • Scroll down to select Close card when  claim marked done in AMS360 as enable.
  • Click on Save settings.

Note -Once enabled,  In AMS 360, when a claim is marked done, the card will be closed in insuredmine.




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