InsuredMine CRM | Optimize and Grow Your Insurance Agency

Multiple Quote Tags in Pipeline

Now, you will be able to fetch three sets of quote data simply by adding three sets of quote tags while triggering a Pipeline automation.

Use Case: With Multiple Quote Tags in Pipeline, you can now enhance automation efficiency by retrieving up to three distinct sets of quote data in one go.

To View the Enhancement:

  • Navigate to the pipeline module.
  • Next, click on the three dots present in the top right corner.
  • From the drop-down, click on Automation.
  • Next, click on ‘Add New Automation Stage.’
  • Now, you will be able to retrieve three sets of quote data while triggering any automation.
  • Simply click on the Tags section to add quotes.

Related Articles

Would you recommend this article?

Related Categories

Contact Us

Looking for more information or want to try one of our paid plans?

EMAIL

PHONE

OUR LOCATION

Search
Generic filters

Most Search: Ams360Release Notes