Carrier and Category goal
We have implemented separate columns for total policies and total premiums as goals in both carriers and categories. Users can now set targets for these
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Carrier Management
All information about Carrier Management
NB, Renewals, cancellations and rewritten in carrier and categories
The recently introduced options, such as New Business, Renewals, Cancellations, and Rewritten, have been included within Carriers and Categories. These sections now house comprehensive details
Carrier – Contacts to include a Claims Phone and Carrier Website address
Two additional fields, “Claims phone” and “Carrier website address,” are now available within carrier contacts for easy access and management. Use Case: These added fields
Merge Carriers with Insuredmine
As the carrier tab helps you get an overall picture of the status of your business, merging carriers within the carrier module helps you combine
Adding A Carrier
Navigate to Carriers from the left panel. It will take you the screen with all the Carrier information. Click on “Add Carrier” to get a
Additional datapoints for Carriers
Description: The new datapoint has been added for carriers which is Agent log-in website, So when we add any new carriers we will get an
Annual Goals For Carriers
Description – Annual goals for carriers to periodically track the progress and updates. Use Case – Admins can set, review, and track the goal for
Automation: Policy Renewal
In this article, you will learn: Workflow Details Designing the workflow Editing a saved or live workflow: Carrier Name tag Policy Carrier filter for Policy
Carrier 101
In this article, you will learn: Carrier List Adding Contact to Carrier Adding a new Carrier Merging Duplicate Carriers Process to merge the duplicate carriers:
Carrier by Business Share: Dashboard
Carriers by Business Share widget is now available under Agency widget: This bubble chart helps you identify which carriers are your best partners. See if
Category and Carrier in the Restriction Settings.
Description – Disable Category and Carrier in the agent view Use case – Admins can now restrict specific or all agents from adding Category and
Goal Setting for Carriers
In Pipeline settings now you can find goal setting by carrier. Goal setting by carrier will help you set carrier wise goals for your agents.
