Agency Dashboard Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency Fri, 24 Jan 2025 08:10:26 +0000 en-US hourly 1 https://wordpress.org/?v=7.0 https://www.insuredmine.com/wp-content/uploads/2021/07/favicon.ico Agency Dashboard Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency 32 32 Contacts by Policy Count Widget on the Dashboard https://www.insuredmine.com/knowledge-base/contacts-by-policy-count-widget-on-the-dashboard/ Mon, 30 Jan 2023 20:24:17 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=16748 Contacts by policy Widget More Actions in Contacts by Policy Count Widget Contacts By Policy Widget This widget will show the number of contacts based on the number of policies they have purchased from the agent. Here contacts are categorized based on the number of policies they have availed.   To view this new widget: […]

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Contacts By Policy Widget

This widget will show the number of contacts based on the number of policies they have purchased from the agent. Here contacts are categorized based on the number of policies they have availed.

 

To view this new widget:

Navigate to Dashboard and select Agency Dashboard from the top and scroll down to find contacts by policy count.

 

 

The policies are divided into 6 categories, ranging from 1 to 5, and customers having more than 5 policies will fall under the 5+ category. Clicking on the graph of each policy category will show the total contact who has availed the policies and what is the total premium for that.

 

 

More Actions in Contacts by Policy Count Widget

In the Contacts by Policy Count widget if you click on the contact bar graph, you will find the total number of contacts having ‘n’ number of policies along with the total premium value. If you click on the total contact, it will navigate you to the personal data book section under reports. Here you will find the contact details filtered by the total policy count value.

 

 

 

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]]> Missing details for accounts https://www.insuredmine.com/knowledge-base/missing-details-for-accounts-2/ Wed, 25 Jan 2023 12:19:40 +0000 https://www.insuredmine.com/knowledge-base/missing-details-for-accounts-2/  Account details, such as missing email, phone number, and city details, are given in percentages to show how many accounts have missing details. Use Case:  Easier to segregate customers and offer customized services with complete customer profiles. Process- Navigate to the Dashboard module. Navigate to the top left and select AMS Dashboard. Scroll to view […]

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 Account details, such as missing email, phone number, and city details, are given in percentages to show how many accounts have missing details.

Use Case:  Easier to segregate customers and offer customized services with complete customer profiles.

Process-

  • Navigate to the Dashboard module.
  • Navigate to the top left and select AMS Dashboard.
  • Scroll to view the missing details section. Then, go to the Accounts tab to view missing details.
  • Scroll to view the missing details section. Then, go to the Accounts tab to view missing details.

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]]> Multiple Dashboard Feature https://www.insuredmine.com/knowledge-base/multiple-dashboard-feature/ Thu, 02 Sep 2021 20:13:08 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=16735 You can separate your widgets by Dashboard based on four different categories- AMS, Pipeline, Activity, and Marketing and can also set a default dashboard. /*! elementor – v3.23.0 – 10-07-2024 */ .elementor-widget-image{text-align:center}.elementor-widget-image a{display:inline-block}.elementor-widget-image a img[src$=”.svg”]{width:48px}.elementor-widget-image img{vertical-align:middle;display:inline-block} Click on the drop-down to select the desired dashboard category. Once you select the dashboard category, click on widget […]

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You can separate your widgets by Dashboard based on four different categories- AMS, Pipeline, Activity, and Marketing and can also set a default dashboard.

  • Click on the drop-down to select the desired dashboard category.

  • Once you select the dashboard category, click on widget settings to make the selection of the widgets.

AMS Dashboard

  • Widgets available under AMS Dashboard:

Pipeline Dashboard

Activity Dashboard

  • Widgets available under Activity Dashboard:

Marketing Dashboard

  • Widgets available under Marketing Dashboard.
  • You can separate your widgets by Dashboard based on four different categories-AMS, Pipeline, Activity and Marketing and can also set a default dashboard.
  •  Click on the drop-down to select the desired dashboard category.
  • Once you select the dashboard category, click on widget settings to make the selection of the widgets.

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