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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Categories Management
Information about Categories 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
Category and carrier refresh for Epic
The latest update introduces a new functionality within Categories and Carriers. Now, whenever a Category or Carrier is added through the Epic system, users can
Categories
In this article, you will learn: Process to merge the categories: Process to undo merging of a particular category: How to remove categories from the
Pipeline Automation
In this article, you will learn: Examples of triggers: Examples of Actions: Assignee for Pipeline Automation How to get to the automation section from Pipeline
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
Category filter in the pipeline
Category filters will help to have a view of all the deal cards that will fall under the selected category. How to access category filters?
