InsuredMine CRM | Optimize and Grow Your Insurance Agency

Renewal pipeline, automation based on Branch for Hawksoft 

Description: Renewal automation based on Branch is possible.

Benefit: More flexibility to create renewal automation.


  • Navigate to the Pipeline module.
  • Access the three dots in the top right corner. Select Pipeline Settings.\"\"
  • Scroll down to select the Renewal Pipeline.
  • Toggle on \”Do you want to enable renewable automation?”.
  • Select By Branch.
  • Scroll down to make the necessary changes for your renewal automation and click on Save Settings.

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