InsuredMine CRM | Optimize and Grow Your Insurance Agency

Goal Setting for Carriers

In Pipeline settings now you can find goal setting by carrier. Goal setting by carrier will help you set carrier wise goals for your agents.


To view the enhancements:


  • Navigate to Pipeline Manager

  • Select the pipeline

  • Click on 3 dots (action)

  • Select settings

  • Click on Goal Setting (Carriers)

  • There will be two options to view- Monthly and yearly.

  • While adding goals you can add multiple carriers.
  • Once saved the set goals will be displayed in a table. You can edit or delete the goals accordingly. Deal value will be derived from the quotes of the pipeline cards.

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