InsuredMine CRM | Optimize and Grow Your Insurance Agency

System Overview

All information about System Overview

Agency Portal Overview

Agency Portal is created for the agent so he can have an overview of all his existing clients in a single dashboard. Most of the

Multiple Dashboard Feature

You can separate your widgets by Dashboard based on four different categories- Agency, Sales, Production, and Marketing and can also set a default dashboard.  

Dashboard: Widgets

Dashboard provides a business snapshots and these Widgets help accomplish that visually. Widgets provide charts and key metrics associated with the business. The Agency Portal

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