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. Â 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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