InsuredMine CRM | Optimize and Grow Your Insurance Agency

Report

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

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