InsuredMine | Optimize and Grow Your Insurance Agency

Dashboard

Dashboard ▪️ KPI ▪️ Charts ▪️ Graphs

Policy Count by Branch- Dashboard

This dashboard widget will help you to view the total number of policies for each branch. If you hover the cursor over the bars representing

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

Dealboard Overview: Dashboard

Get the pulse of your agency via dealboard overview. Set the dates for which you want to have an overview. The dealboard overview will help to get estimate the total business generated in the selected period.

Campaign Overview: Dashboard

You can get a complete overview of the campaigns that are running. Hovering on it will give you the campaign details and clicking on it

Contacts: Dashboard

Through Contacts, you can quickly and easily find a client to go to their Account 360 overview, or engage with them with some of the

Activities Overview: Dashboard

This widget will give you a summarized view of the activities of all agents of the agency. This will help you to know the amount

New Policies: Dashboard

Through this widget, you can segment policy by the line of business and month created. Click on the count to preview the list or click

Todo: Dashboard

Through this dashboard widget, you can add tasks. Add task name, select the date and click on add task button. Once done, the todo list

Google Review: Dashboard

Through this widget, you can send emails to clients to get Google reviews. Click on the Get Google Reviews button and fill the form to