Renewals and Rewritten chart on the dashboard
A recent addition to the agency dashboard introduces a new feature allowing users to view the Renewals and Rewritten chart. Navigation: Go to the Dashboard.
Agency Dashboard
All information about Agency Dashboard
6 New KPIs on the dashboard
Six additional choices have been introduced into the agency dashboard, namely: New Business, Renewals, Cancellation, Rewritten, Carrier, and Category. Data related to these options will
New Business policy chart on dashboard based on Carrier/Category
This feature enhancement has been added to the agency dashboard for enhanced capabilities to review Policies by New Business. Within Policies by New Business and,
6 KPIs in Dashboard
Agency Dashboard will display the 6 KPIs. Active clients, Annualized Premium, Policies & Carriers (each is hyperlinked to provide you instant view to each of
Policies by Insurance Type- Dashboard
Engagement Series Beginner Intermediate Advanced Pipeline Manager Series Beginner Intermediate Advanced Engagement All Engagement Videos Single Contact Drip (SCD) Work…
Carrier by Business Share: Dashboard
Carriers by Business Share widget is now available under Agency widget: This bubble chart helps you identify which carriers are your best partners. See if
Policies by Line of Business Charts: Dashboard
Policies by line of business charts is available under Agency Dashboard: With this donut chart widget, you can visualize your book of business by line
Contact by Location Chart: Dashboard
Map widget helps you identify client clusters in seconds and keep your agency well represented geographically to maintain better loss ratios. Contact by location widget
App Users -> More Analytics data: Dashboard
Within the InsuredMine Agency Portal users can now see when their clients register on the Client Portal (online) or download the Mobile App. This should
Contacts by Policy Count Widget on the Dashboard
Contacts by policy Widget More Actions in Contacts by Policy Count Widget Contacts By Policy Widget This widget will show the number of contacts based
Missing details for accounts
Description – Account details, such as missing email, phone number, and city details, are given in percentages to show how many accounts have missing details.
Contact Missing Details: Dashboard
Now you can know the count and details of the clients for whom you are missing important information like email, phone no., DOB, city, etc.
