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.


  • 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.


Would you recommend this article?

Related Categories

Contact Us

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




Generic filters

Most Search: Ams360Release Notes