Top 10, 50 & 100 list: Dashboard
This widget is available under Agency dashboard: In this widget, you will get to see the top 10, 50 and 100 list of Premium clients,
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Agency Dashboard
All information about Agency Dashboard
Policy By Expiration: Dashboard
Policy by Expiration is available under Agency dashboard: This stacked bar chart allows you to plan your cash-flow based on renewal premium, and work your
Policy Count by Branch- Dashboard
Policy by Branch widget is available under Agency Dashbaord: This dashboard widget will help you to view the total number of policies for each branch.
Client Message Board: Dashboard
Client Message Board widget is available under Agency Dashboard: Through this widget, you can directly communicate with your client via call, SMS, or email action
Contacts by Gender & Contacts by Age: Dashboard
This widget has a sliding button to have a view of your clients by Gender and Age. Slide the button to have the contacts view
