Feature Release Date: 28 December, 2024
We have now added a new % Change filter within the Pipeline module for renewal pipeline type. This feature enables you to filter deal cards based on their premium amounts and the percentage change in their renewal values, providing greater flexibility and precision.
Use Case: Allows users to quickly identify and assess policies with significant premium changes.
Note: This feature is only for Renewal Pipeline Type.
To View the Enhancement:
- Suppose a deal card shows a 66.67% change in the policyholder’s premium amount compared to the renewal amount.
- Navigate to the Pipeline’s Module.
- Select a premium rate percent change varying from 0% to 20% or more.
- Then, click Apply.
- All the Renewal Deal cards within that particular ‘Premium Rate’ selected will appear
