Now, within the card view in pipelines, we’ve incorporated SMS, email, files, automation, and a comprehensive timeline view for more accessibility and efficiency. Use Case:
Now, within the renewal pipeline, a new feature has been introduced under the policy type settings. You now have the option to enable and save
Now, it’s easier to keep track of your sales goals with the additions of extra new listings called: Account Name, Account Type, and Deal Card
Pipeline Automation with Label Filter InsuredMine has introduced a new feature in Pipeline Automation known as the Label Filter. For example, if a deal card
Now you have the eSignature tab in the expanded view of the deal card. So, once you upload any file in the deal card and
Description – Policy form drop-down added to Add Deal option in all modules Process: Navigate to Pipelines to add a deal card. Click on Add
You can now select all cards of any particular stage of a Pipeline and perform several actions like assign agent, assign drip, move, archive, mark
Description – Deal cards can be archived, moved, or copied from one stage to another. Benefit – Ease in managing the deal cards. Process- Navigate
Description – The feature will let you choose a master label by merging together multiple labels. Use Case – Ideal to eliminate duplicates and retain
You can view scheduled and sent analytics in workflow automation under the engagement module and in the pipeline automation section too. These analytics will help
Description – Agents can now use the nickname or first name tag in the pipeline automation, campaigns, or templates. Use Case – Easier to send
In Deal Activity Effort, Admin & Managers can have a stacked bar chart view of the agent activities. * Agents will be able to view
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