Book of Business Report group by Writing carrier
When agencies first join InsuredMine, they are given the choice between ICO or PPC as their primary carrier type. Consequently, within InsuredMine, we offer a
Data Grouping and Fields
All information about Data Grouping and Fields
New Group By Options and Filters in BOB and PDB Reports
The new updates introduces additional Group By options and filters for both AMS and Non-AMS users within the BOB (Book of Business) and PDB (Personal
Group by Payment Frequency in Book of Business
Description – Sort your Book of Business content by Payment Frequency. Use Case – Convenience to group by and vew the Book of Business by
Group by Tags in Personal Data Book
Description – Sort your Personal data book contacts by Tags. Use Case – Convenience to group by and vew the Personal Data Books by Tags
Lead source as a field in the Book of Business and Personal Data Book
Description – The lead source is now displayed in the Book of Business and Personal Data Book. Use case – Easier to track lead source
