InsuredMine CRM | Optimize and Grow Your Insurance Agency

Pipeline Automation based on Checklist Completion

The new feature “Add Checklist” has been added to the pipeline stage automation.You can now easily select a checklist, and let  automation take care of the rest.

Use Case: Easily simplify and enhance your work management procedures so no items are missed.


  • We’ve introduced a new feature called “Add checklist”  under the Pipeline Automation module. This feature allows you to choose a checklist, and the automation will be triggered based on task completion.

Import the checklist to the deal card through the “Select Checklist” option, and then automation will be triggered based on the chosen checklist.

Note: Automation will only trigger on task completion. Once all checklist items are marked as done, the automation triggers automatically.

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