Contact Missing Details Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency Wed, 11 Oct 2023 06:25:36 +0000 en-US hourly 1 https://wordpress.org/?v=7.1.3 https://www.insuredmine.com/wp-content/uploads/2021/07/favicon.ico Contact Missing Details Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency 32 32 Contact Missing Details: Dashboard https://www.insuredmine.com/knowledge-base/contact-missing-details-dashboard/ Fri, 20 Jan 2023 11:12:48 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=4664 Now you can know the count and details of the clients for whom you are missing important information like email, phone no., DOB, city, etc. These donut charts display missing information about contacts in your system.  Contact Missing Details is available under Agency Dashboard: Bringing that missing data % to less than 5% will take […]

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Now you can know the count and details of the clients for whom you are missing important information like email, phone no., DOB, city, etc. These donut charts display missing information about contacts in your system. 

Contact Missing Details is available under Agency Dashboard:


Bringing that missing data % to less than 5% will take you to the top 1% of the client list. Having this information helps you tremendously with engagement, especially at renewal time.

You can click on the % inside the circle of the report you want and it will give you the list in the contact section which has the following missing details.  For example, if you want a list of all the active clients missing email addresses, click on that first 10%.

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