If you’ve configured non-renewal pipeline settings within InsuredMine, whenever a deal card’s status changes from renewal to non-renewal based on policy type (such as personal, commercial, or others within QQ or HawkSoft AMS), a deal card will be automatically created in InsuredMine.
Use Case: Automatically creating deal cards for non-renewal policies ensures timely follow-ups, enhancing customer retention, and reducing missed opportunities.
Note: This feature is only available for QQ Catalyst and HawkSoft users.
To View the Enhancement:
- Navigate to the pipeline module.
- Then, click on the three dots present in the top right corner.
- From the dropdown menu, select pipeline settings.
- Within Pipeline settings, you have the option titled: Non-Renewal Pipeline.
- Next, click on Enable Non-Renewal Automation for the Pipeline.
- Select the “Non- Renewal Pipeline” option from the choice of settings that appears.
- Select “Enable” if you want to enable Non-Renewal Automation.
By Policy Type:
- Select the policy type (Personal, Commercial, or Others).
- Next, select the Pipeline and the Stage.
If the Card Created is in: Private
Select an option to assign an agent who will handle the non-renewal cards.
- Agent who is assigned to the policy will get the cards.
- Otherwise, Select one Agent.
If the card created is in: Shared
- Agent who is assignee to the policy will get the cards
- Or, select an Agent.
- Finally, click on ‘Save Settings.’
