InsuredMine CRM | Optimize and Grow Your Insurance Agency

Quote premium tag added to pipeline automation

Update – While triggering the pipeline automation, an agent may choose the quote premium as a tag
Application – The auto-population enables agents to share quote premiums with ease

 

Process:

  • Begin by adding the quote premium to the Deal card

  • You may now send an email adding the Quote premium tag.

Note:

If the deal card has more than one quote, the tag will pick the value for the first quote.

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