The pipeline section of our insurance software is a critical component designed to streamline the management of potential insurance clients and the associated proposals. This section enables you to efficiently track and manage leads, monitor the progression of proposals, and convert prospects into clients with minimal effort.

Our intuitive pipeline system allows users to visualise the entire process, from initial leads through to policy issuance. By automating many aspects of the proposal process, the software helps users to deliver accurate, compliant, and compelling proposals in a timely manner, significantly enhancing the chances of conversion.

You'll find guidance on how to:

To access and create proposals, click on the 'Pipeline' icon on the left hand side of the page. There you will find an overview of all of the proposals and potential proposals:

You can use the search bar to search a specific client or proposal and filter the results.

You can effortlessly filter the table results by utilising the drop-down menus located at the top of the screen. Just click on the arrow and choose the criteria you wish to display, sorting the policy type and who it was created by. You can click to tick or untick each option to give you the results you need.

What do the headings of each section mean?

If you need to access the client's file quickly, you can simply click on the three dots next to the desired client and you will see an option to view the client. If you click 'Go to Client', it will open their file in the 'Clients' section of the portal, where you can view and edit the details as needed.

To create a new proposal, click on 'New Proposal' at the top right of the screen:

Then enter the clients name in the box and you will be led to follow the step by step process to complete your proposal.

STEP 1

If your client is already in the system, much of the first section will be pre-populated, but you can make any necessary edits while reviewing the details with the client by using the edit icon. If they are a new client, you can add their information before creating the proposal.

Once you have reviewed the clients details and chosen a start date for the policy, you will be able to click 'continue' at the bottom right and move onto step 2.

STEP 2a

Next, choose the cover/ covers required. With each cover chosen, you will be able to personalise the products required.

STEP 2b

You will then need to enter any properties. Any properties saved with the client will appear automatically and then use the 'Add Property' section to add any additional addresses.

Use the 'edit' icon to edit any addresses and the property image. Use GoogleEarth street view to upload an image of the property by clicking 'Pick from Street View' or upload a saved image by clicking 'Replace Image' . Then click 'Update'.

STEP 2c

Before moving on, you will be asked to set the required limits and then click 'Continue'.

STEP 3a

Risk Capturing- you will now be asked a set of questions, depending on your policy selection.

For each question, you also have three options at the side: flag it, leave it or add to it.

Flag it- this will bring priority to yourself and the team working through the cover.

Leave it blank—if this information hasn't been provided, you can indicate that it's missing and return to it later if necessary.

Add more information- click the arrow button and leave a comment or note any additional information.

STEP 3b

This is the section to check and add any existing claims. Any that have been entered into the system for the client, will be shown. If you need to add a new claim, simply click on 'Add a Claim' and follow the prompts. (Go to the Claims User Guide if you need further help)

STEP 4

This section chooses the preferred market to generate appropriate quotes.

Once you have selected your markets, you can generate a quote by clicking the RFQ icon or generate a quote for all selected markets by clicking the multiple icon.

STEP 5

The quote section shows you the selection of quotes available with the ability to add details and bespoke information. Once you have received a quote, you can add it into your grid ready for comparison.

To edit the quote or to drop/ upload any documents into the quote, click the 'edit' icon, shown here. This grid allows you to see who is offering what level of insurance so that you are able to provide clear options to the client.

Work through the prompts to complete the information and quote generated. If you want to drop files or click to upload a saved document, click under 'Attachments' and the information will be pulled and pre-fill the relevant fields.

You can also add a discount for your client if you feel as though that is needed or adapt any percentage or flat fee. Then once you have worked through each step you can see all customised options.

As you receive the quotes, you can update the grid and build it over time. Once you have the quotes in the grid, you are then able to use 'The Quote Optimiser Tool', which allows you to mix and match coverage between multiple insurers in order to identify the optimal choices for your client.

Emphasis on Affordability:

This mode compares every aspect of the inputted quotes and recommends the most economical option.

Emphasis on Value:

In this mode, the tool compares the overall coverage (including limits and sums insured) to the quoted price, highlighting the combination that offers the best value for the cost.

Emphasis on Comprehensive Coverage:

This mode compares all coverage sections and insured sums, showcasing the quotes that offer the most comprehensive and highest level of coverage.

Emphasis on Excess:

This mode compares all quotes and highlights options with the lowest excesses.

Emphasis on Net Value:

This mode compares all quotes to pinpoint quotes and sections that provide the highest commission. However, it's important to follow regulatory guidelines and prioritise the customer's needs over maximising profits when using this tool.

Note: To ensure the tool's efficiency and accuracy, please input all relevant quote information, including sections, premiums, fees, limits, and excesses.

STEP 6

Once you have options for your client, you can move on to sending an email to them with their insurance renewal quote. You will find a pre-generated email that you can edit and send for your client to view and agree.

Once you have edited, you can click 'Generate Proposal'.