InsuredMine CRM | Optimize and Grow Your Insurance Agency


Know your business insights with detailed drilled down reports

Activities in Reports

In the report section, the Activity Reports tab is introduced. The Reports for the following activities will be available: Notes, Files, Emails, Calendar Events, Texts,

Management Reports

Agency Principals and Office Managers can now get reporting around the volume of marketing being done by agency staff through the InsuredMine Engagement module. Data

List Reporting

In this article, you will learn: A. Create a report B. Save the report C. Convert Report to List D. Access List in List Library