The Opportunities tab in a Prospect or Insured profile allows your agency to manage sales, renewals, remarketing, and cross-sell activities directly from the client’s record. It gives you a structured way to track the progress of each deal — whether it’s a new policy, a requote, or a renewal — all tied to that specific contact.
This tab works in harmony with the system-wide Pipelines, which provide a broader view of all opportunities, tasks, service requests, and endorsements across the agency.
Where to Find the Opportunities Tab
Navigate to any Prospect or Insured profile
Click the “Opportunities” tab in the top navigation menu
All current and past opportunities for that contact will appear here
How to Access the Full Pipelines View
To view all active records across the agency, use the Pipelines section from the main menu:
Go to the left-hand navigation
Click Pipelines
Choose one of the following tabs:
Renewal Overview
Service Requests Overview
Endorsements Overview
Tasks Overview
Opportunities Overview
This view is ideal for agency-wide tracking, workload balancing, and renewal forecasting.
➕ Creating a New Opportunity in the Insured Record
Open the Opportunities tab on the Prospect or Insured record
Click “Add New Opportunity”
Complete the following fields:
| Field | Purpose |
|---|---|
| Line of Business | Coverage type (e.g., WC, Auto, GL) |
| Needed By (Required) | Target effective date or quote deadline |
| Opportunity Stage (Required) | Sales or renewal stage (e.g., Proposal Sent, Bound/Won) |
| Opportunity Type | New Business, Renewal, Cross-Sell, Requote |
| Current Stage Due Date | Internal follow-up date for this stage |
| Closed Date | Set manually or upon closure |
| Disposition | Final status (e.g., Won, Lost, Abandoned) |
| Referral Source | Tracks how the lead originated |
| Win Probability (Required) | Used in reporting and forecasting |
| Agency Commission | Estimated agency commission |
| Cost of Lead | Optional tracking of marketing expense |
| Assigned To (Required) | Responsible CSR or producer |
| Description | Summary or context for this opportunity |
| Is Renewal | Check if this is a renewal pipeline opportunity |
| Is Requote | Check if this is a reshopped or revised quote |
| Files | Upload documents related to this opportunity |
| Policy / Quote | Link to an existing or pending policy/quote |
How This Ties into Other Pipelines
When working from a specific insured record, you’re managing one client’s pipeline. When you want a full-picture view, the Pipelines section gives your team visibility into every:
Opportunity (sales and renewals)
Task (to-dos, follow-ups, requests)
Service Request (endorsements, COIs, audits)
Endorsement (mid-term changes)
Renewal (including Opportunity-linked and automatic)
This structure supports workflow transparency and agency-wide accountability.
Notes and Files
You can add Notes after the Opportunity is created
Use the Notes tab in the Insured profile or from within the related Task
Files uploaded to the Opportunity are stored in the Documents tab and linked for future reference
✅ Best Practices
Always update Opportunity Stage — this drives automation and forecasting
Use the Is Renewal and Is Requote toggles for cleaner pipeline reporting
Link every Opportunity to the correct Line of Business and Assigned User
Create related Tasks or Service Requests as soon as follow-up is needed
Review the Pipelines section weekly to identify bottlenecks or missed follow-up
CRM & Automation Integration
When paired with Momentum AC, Opportunity fields can trigger:
Auto-reminders for quotes that haven’t progressed
Cross-sell campaigns
Win-back emails for lost or abandoned quotes
Task assignments for CSRs or producers
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