Getting Started (13)
Training Sessions (82)
Report (19)
Release Notes (40)
Policies (25)
Accounts (49)
Contact (84)
Client Portal (7)
Integration (40)
Pipelines (139)
Engagement (104)
Setting (42)
Mobile Apps (14)
User Account (7)
Agency Website (6)
Support (16)
Tasklist (8)
Google Reviews (6)
Calendar (3)
Carrier (5)
Dashboard (42)
FAQ (1)
Form (32)
Document Manager (1)
Opportunities (2)
Work Email (10)
Agent App (7)
eSignatures (31)
IMUG (3)
Dashboard
Dashboard ▪️ KPI ▪️ Charts ▪️ Graphs
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.
Caller ID delete handling for Twilio.
Description- You can use alternative phone numbers inside InsuredMine by masking the number with your Twilio phone. Meaning if you add your cell number as
Agent Segregation under Quote to Close Cards
Description – Admins can now view Agent segregation for Lead, Quoted, and Closed cards. Use Case- Detailed report view for admin to view the agent’s
Download deal chart table data into Excel format
Update – Any table representation of data in the sales dashboard can be downloaded into an excel file. Application – Now download and share reports
Quote Details instead of Deal Card Details in Pipeline Manager Settings and Sales Dashboard
In Pipeline Manager Settings and Sales Dashboard, the reports will be based on the quoted value instead of deal card details. To view the
Missing Details filter in Contacts and Widget in Dashboard
You can sort your contacts based on the Missing Details filter. You can filter your contacts based on any of the four missing items: email,
Contact by Policy Count Widget- Dashboard
Contacts by Policy Count widget will display total number of contacts having particular number of policies. The policy count will be available from 1, 2,
Date Range and Pipeline Consistency in Deal Chart
In deal charts, you can select the date range option from the following- Today, Yesterday, Last 7 days, Last 30 days, Last month, This month,
Scheduled and Sent Automation (Pipeline, Workflow, SCD)-Marketing Dashboard Widget
Under the marketing dashboard, you will find reports for sent and scheduled campaigns. You can filter the data for campaigns scheduled via SCD, Pipeline Automation,
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
Multiple Dashboard Feature
You can separate your widgets by Dashboard based on four different categories- Agency, Sales, Production, and Marketing and can also set a default dashboard.
Agency Portal Overview
Agency Portal is created for the agent so he can have an overview of all his existing clients in a single dashboard. Most of the
