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.

Navigation: 

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