Dashboard

A Dashboard provides a clear view of every important data on one page. Customizable to the agent’s preference, the InsuredMine Dashboard contains widget and tool options for easy monitoring and access to the vital organizational matrices.

Reports

The built-in reports from Insuredmine will help you track performance and cover the gaps in your funnel. Customize, visualize and analyze data to learn and master your decision making with actionable insights into your business.

Spot Trends

Visualization using graphs and charts based on past and present data instantly shows the direction of business activity, customer relationships, and sales.

Sales Forecast

The projected book of business is a powerful tool, it provides insight into the dynamics of your agency.  How much real value is in the pipeline? When will you close them is known by the expiration date and effective dates.