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.
- Go to Pipelines.
- Click on Pipeline Settings.
- Select Renewal Pipeline.