InsuredMine CRM | Optimize and Grow Your Insurance Agency

Restrict lines of business in Renewal Automation

Description – Restrict specific policy categories during renewal automation

Use Case – Renewal Automation that makes it easier if agents do not want to create renewal cards for specific categories.

Process:

  • Navigate to Pipelines and choose Action.

  • Choose Pipeline Setting.

  • Click on Renewal Pipeline
  • Select the Yes/No toggle under Restrict policies of particular categories from renewal automation

Note: If you choose yes, renewal cards under policies will not be created for the categories that are selected and vice versa.

 

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