InsuredMine CRM | Optimize and Grow Your Insurance Agency

Creating and Customizing Reports

All information about Creating and Customizing Reports

List Reporting

In this article, you will learn: A. Create a report B. Save the report C. Convert Report to List D. Access List in List Library

Management Reports

Agency Principals and Office Managers can now get reporting around the volume of marketing being done by agency staff through the InsuredMine Engagement module. Data

Schedule report

A scheduled report will help you to get notified via email whenever a report will run at the scheduled time you have set for.  You

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