InsuredMine CRM | Optimize and Grow Your Insurance Agency


Annual Goals For Carriers

Description – Annual goals for carriers to periodically track the progress and updates. Use Case – Admins can set, review, and track the goal for

Carrier 101

In this article, you will learn: Carrier List Adding Contact to Carrier Adding a new Carrier Merging Duplicate Carriers Process to merge the duplicate carriers:

Carrier by Business Share: Dashboard

Carriers by Business Share widget is now available under Agency widget: This bubble chart helps you identify which carriers are your best partners. See if

Goal Setting for Carriers

In Pipeline settings now you can find goal setting by carrier. Goal setting by carrier will help you set carrier wise goals for your agents.

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