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:
