Information about Pipeline Automation and Workflow
Description: You can now set renewal automation based on each department. Benefit: More flexibility to create renewal automation. Navigation Navigate to the Pipeline module. Access
Description: Renewal automation based on Branch is possible. Benefit: More flexibility to create renewal automation. Navigation Navigate to the Pipeline module. Access the three dots
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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
The 3 dot icon in the Pipeline will lead you to all the major functionalities/ actions that are necessary to set the pipeline as per
Update – Add a sub-lead source to a Lead Source Use case – Easier to implement and manage lead/sub-lead hierarchy with multiple lead sources.
You can now add links in deal card, account360, and contact360 under the description section of each actionable module. In the deal card section,
Description – Annual goals for carriers to periodically track the progress and updates. Use Case – Admins can set, review, and track the goal for
Now you can disable the Apply automation pop-up which appears when any action for which automation is set is done in the pipeline. To view
How to set Cancellation Pipeline Automation? Note: Feature available for NowCerts, HawkSoft, AMS360, and QQCatalyst If any deal card gets canceled for any reason, through
In this article, you will learn: Create a pipeline for sales or service Additional Functionalities To create multiple Pipelines – make sure you login as
In the Apply Automation pop-up, you can now disable all the stages of Pipeline Automation through one sliding button. To view the enhancement: Navigate
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