InsuredMine CRM | Optimize and Grow Your Insurance Agency

Renewal pipeline automation based on departments for AMS360

Description: You can now set renewal automation based on each department.

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 Department.
  • Scroll down to make the necessary changes for your renewal automation and click Save Settings.

Would you recommend this article?

Contact Us

Looking for more information or want to try one of our paid plans?