InsuredMine CRM | Optimize and Grow Your Insurance Agency

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

App Users -> 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

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

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

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