InsuredMine Request: Dynamically Map Pipeline, Stage and Agent with RiskProfile Submission
We have a workaround planned to account for this with Pipeline automation and labels but the idea setup would allow you to map this dynamically so that it passes through automatically and correctly.
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David Watson
Jun 3
Hi everyone, just wanted to give all of you an update. I just received this from InsuredMine.
Hi David,
Following my discussion with leadership regarding the integration requirements, we have finalized the immediate scope of work.
We will prioritize implementing multiple producer assignment feature. While we recognize the need for multiple labels and deal categories, these will be deferred for now and re-evaluated as future requirements evolve.
Regarding the other enhancements previously discussed, we are proceeding with the direct API payload to pipelines and the deduplication logic. We will follow up with further clarifications on the edge cases you mentioned concerning email and phone matching.