InsuredMine CRM | Optimize and Grow Your Insurance Agency


Know your business insights with detailed drilled down reports

Policy per new account Report

Description – See the number of policies associated with an account in the report module. Use case – Easy navigation of Accounts having policies mapped

Download & Save Reports

Description: Besides the option to specify recipients and add recipients’ email IDs during the download. You may download this report from the Save as Report

Scheduled Reports tab under Reports

Description – A separate tab is added under the Reports module to view, run, and delete the scheduled reports. Usecase – A segregated view for agents

Schedule report

A scheduled report will help you to get notified via email whenever a report will run at the scheduled time you have set for.  You

Policy Transaction Report

In Reports, under Policy Transaction, you will be able to see the total number of transactions that have taken place under the Policy section in

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,

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