InsuredMine CRM | Optimize and Grow Your Insurance Agency

Submission Pipeline Automation for AMS360 agencies

Submission Automation is available in InsuredMine Pipeline Automation. Once you set it up, a deal card will be created in InsuredMine whenever there is a new submission in AMS360.

 

  • Navigate to Pipelines

  • Click on Pipeline Settings

  • Select Submission Pipelines

  • Enable Submission Automation

  • Select Default Pipeline and Stage

  • Select the Agent who will be assigned to the submission cards

  • Select the board where the cards will be created

  • Click Save Settings

 

 

  • You will get a confirmation message shown below:

 

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