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.