InsuredMine CRM | Optimize and Grow Your Insurance Agency

Report

Know your business insights with detailed drilled down reports

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,

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