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Renewal pipeline automation on branch level

This latest feature allows you to create renewal pipeline automations at the branch level. Please note that this feature is currently accessible for AMS360, Epic, and Nexsure users, with plans for expansion to other AMS systems in the future.

Navigation:

  1. Navigate to the “Pipelines” section in your account.
  2. Click on “Pipeline Settings.”

3. Select “Renewal Pipeline” to begin setting up your renewal automation by branch.

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