Contact Us

If you still have questions or prefer to get help directly from an agent, please submit a request.
We’ll get back to you as soon as possible.

Please fill out the contact form below and we will reply as soon as possible.

  • Contact Us
  • Home
  • Benefits Platform
  • User Guide

Benefits Pipeline

Written by rob g

Updated at August 18th, 2021

Contact Us

If you still have questions or prefer to get help directly from an agent, please submit a request.
We’ll get back to you as soon as possible.

Please fill out the contact form below and we will reply as soon as possible.

  • Pipeline & Search Menu
  • WC Policy Details
  • CRM Capability
  • Reports
    Interactive Reports
  • Integrations
  • Print/Export
  • Additional Data
  • Mobile App
  • LossRunner
  • Settings
  • Class/Industry Look Ups
  • Data Availability
  • Benefits Platform
    User Guide Benefits Data
  • Commercial Platform
    depreciated
  • User Questions
+ More

In this category:

  • User Guide
  • Benefits Data

Overview

Pipeline is your main menu. It includes your saved search and groups, events and active opportunities, as well as the search menu


Use the toggle in the upper left corner to switch between data sets


Latest Flags

The top menu includes a name lookup, Sorting & (flag) Filtering
The last activity time and most recent note appear below the company. Click to view the Policy details
The Sub Activity button is available to the Master Account of the team plan. Clicking this button will display your Team's flagging activity and scheduled events


Flagged accounts can also be accessed in a List View from the Saved drop down tab in your Pipeline

Calendar

Follow Ups & Appointments are color-coded


Change between monthly, weekly, or daily views



Saved Searches & Groups


Toggle between Searches & Groups from the top menu


Click the 'x' next to a search or group to

delete it


  Assign lists to other team members by

 clicking on this icon



Health Search Menu


Retirement Search Menu


Was this article helpful?

Yes
No

Related Articles

  • Health List View
  • Retirement Plan Details
  • Benefits CRM Features
  • Retirement Search Menu

Links

  • Terms of Service
  • Privacy Policy
  • PEO
  • Loss Runs

Contact Info

support@insurancexdate.com

1-888-567-4119

Recent Posts

  • 2021 – Q1 Updates – Mobile App, CRM Enhancements, Integrations & New Tools
  • WC Class & GL Lookup
  • CA Data Available

InsuranceXdate, LLC

Definition by Author

0
0
Expand