Categories Management Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency Sun, 07 Apr 2024 07:51:37 +0000 en-US hourly 1 https://wordpress.org/?v=6.9.4 https://www.insuredmine.com/wp-content/uploads/2021/07/favicon.ico Categories Management Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency 32 32 Carrier and Category goal https://www.insuredmine.com/knowledge-base/carrier-and-category-goal/ Sun, 07 Apr 2024 07:34:26 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=37331 We have implemented separate columns for total policies and total premiums as goals in both carriers and categories. Users can now set targets for these metrics, enabling focused decision-making.  Use Case: Detailed goal information is accessible by clicking on individual carriers or categories To  View the Enhancement: From Carriers: Go to the Carriers module. Then,  […]

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We have implemented separate columns for total policies and total premiums as goals in both carriers and categories. Users can now set targets for these metrics, enabling focused decision-making. 

Use Case: Detailed goal information is accessible by clicking on individual carriers or categories

To  View the Enhancement:

From Carriers:

  • Go to the Carriers module.
  • Then,  select ‘Add Carrier.’
  • Add the carrier details.
  • Click on submit.
  • Within carriers, we have introduced two new columns called ‘total policies (goals)’ and ‘total carrier (goals)’.
  • Click on the carrier to view its details.
  • You can also view the goal details for the total number of policies and total premium within the carrier details.

From categories:

  • Go to the Categories module.
  • Then,  select ‘Add Categories.’
  • Add the category details.
  • Click on submit.
  • Same as carriers within categories, we have introduced two new columns called ‘total policies (goals)’ and ‘total carrier (goals)’.
  • You can also view the goal details for the total number of policies and total premium within the category details.

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