InsuredMine CRM | Optimize and Grow Your Insurance Agency

Dashboard

Dashboard ▪️ KPI ▪️ Charts ▪️ Graphs

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

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.

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…

Date Filter

Date filter helps to fetch the exact report or analytics for a particular period and thus helps to get the correct representation of the desired