11/5/24 Release
Customer premium for renewal pipeline settings
Automatically apply policy tag to new service request
Display pipeline/stage on SmartSearch lead result card
Removed page-based SmartSearch filter
Added recipient dropdown for onboarding and retain automation
Tag touchpoint for retain automation
Added NAICS column to the lead list
Customer premium for renewal pipeline settings
Are all of your renewals handled the same? Likely not! Now, you can include the customer's total active premium in your renewal pipeline settings. Most commonly, this will help you separate your large and small commercial renewal processes, but as demonstrated below, this can be used for personal lines too!
Commercial renewal pipeline example:
In your renewal pipeline settings, you'll see the two highlighted fields as shown below. These fields will act as a "qualifier" as to whether or not a renewal request should enter this renewal pipeline. Below, we're setting a minimum customer premium of $25,000 to ensure that only our large commercial clients meeting or exceeding this amount enter the pipeline. If the customer premium is not $25,000 or greater, the renewal request will not be created. Don't worry, we have a different pipeline for these renewal tickets to be created!
Conversely, within the settings for a separate renewal pipeline, you can set the maximum customer premium at $25,000 to ensure those renewal requests to flow into your Small Commercial renewal pipeline.
Help your team navigate the varying processes and timelines of these renewals!
Personal renewal pipeline example:
The top 20% of your clients may make up 80% of your book of business. To prioritize retention of those high-value clients, set a threshold (e.g., $5,000). Customers with premiums below this amount can follow your standard renewal workflow, while VIP clients with premiums over $5,000 can be routed to a their own renewal pipeline, receiving a more white glove renewal experience.
Automatically apply policy tag to new service request
When creating a service request and selecting a related policy, the policy tag will now be automatically applied to the service request for consistency.
NOTE: This is controlled by a system setting, so be sure to enable this by going to
My Agency > System Settings > Others
Display pipeline/stage on lead search result card
The pipeline and stage are now shown on the lead result card in SmartSearch! If the lead has been moved to smart-cycle, it will display with its recycle date. If the lead is sold, it will also be shown with its sold date.
Removal of page-specific filter in SmartSearch
SmartSearch no longer automatically filters results based on what page you are on. Previously, for example, if you were on the customer page and opened SmartSearch, it would default to showing only customer results. Now, you can search across all areas instantly, no matter what page you’re on.
Recipient dropdown for onboarding & retain automation
A recipient dropdown has been added for onboarding and retain email and text touchpoints! This is similar to prospecting and service options, where you can select recipients beyond just the customer, including internal team members like producers and account managers.
Tag touchpoint for retain automation
Just as you can tag in the retain, onboarding, and service automation sequences, you can now tag the customer as part of the retain sequence!
Still have questions? We're here to help! You can start a live chat with our Support Team by clicking the icon in the lower right corner of the screen. Support is available between 9am and 5pm ET, Monday - Friday. (Messages sent outside of those hours will be answered ASAP on the following business day.