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Pipeline renewal automation based on premium on policies

The latest addition to Pipeline renewal automation now gives you the capability to set the premium amount, thereby triggering the renewal automation and creating a deal card.

Suppose you set the premium threshold at $100. In this case, the automation will activate for policies with premiums of $100 or more. Any policies falling below this specified threshold will be automatically excluded from the renewal process automation.


  1. Go to Pipelines.
  2. Click on Pipeline Settings.
  3. Select Renewal Pipeline.

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