InsuredMine CRM | Optimize and Grow Your Insurance Agency

Reporting and Analytics

All information about Reporting and Analytics

Loss date datapoint in claim pipeline

Description: Loss date data points are marked for claims when they are indicated as being closed. Benefit: Assists in giving agents references for remarketing Process:

Policy Data in the Deal Card

In this article, you will learn: Policy data if the deal card is created for an active client Policy data if the deal card is

Policies by Insurance Type- Dashboard

Engagement Series Beginner Intermediate Advanced Pipeline Manager Series Beginner Intermediate Advanced Engagement All Engagement Videos Single Contact Drip (SCD) Work…

Policy By Expiration: Dashboard

Policy by Expiration is available under Agency dashboard: This stacked bar chart allows you to plan your cash-flow based on renewal premium, and work your

Policy Count by Branch- Dashboard

Policy by Branch widget is available under Agency Dashbaord: This dashboard widget will help you to view the total number of policies for each branch.

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

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

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