Getting Started (13)
Training Sessions (82)
Report (19)
Release Notes (40)
Policies (25)
Accounts (49)
Contact (84)
Client Portal (7)
Integration (40)
Pipelines (139)
Engagement (104)
Setting (42)
Mobile Apps (14)
User Account (7)
Agency Website (6)
Support (16)
Tasklist (8)
Google Reviews (6)
Calendar (3)
Carrier (5)
Dashboard (42)
FAQ (1)
Form (32)
Document Manager (1)
Opportunities (2)
Work Email (10)
Agent App (7)
eSignatures (31)
IMUG (3)
dashboard widgets
Team Performance: Dashboard (Admin Access)
This widget is provided to track the goals set & status for the selected month. You can view the goals of your team members that
Dealboard Overview: Dashboard
Get the pulse of your agency via dealboard overview. Set the dates for which you want to have an overview. The dealboard overview will help to get estimate the total business generated in the selected period.
Text Campaigns Overview: Dashboard
You can get a complete overview of the text campaigns that are running. Hovering on it will give you the campaign details and clicking on
Contacts: Dashboard
Contacts widget is available under Agency dashboard: Through Contacts, you can quickly and easily find a client to go to their Account 360 overview, or
Activities Overview: Dashboard
Activities overview is available under Activity Dashboard: This widget will give you a summarized view of the activities of all agents of the agency. This
New Policies: Dashboard
New Policies widget is available under Agency dashboard: Through this widget, you can segment policy by the line of business and month created. Click on
Todo: Dashboard
Through this dashboard widget, you can add tasks. Add task name, select the date and click on add task button. Once done, the todo list
Google Review: Dashboard
Through this widget, you can send emails to clients to get Google reviews. Click on the Get Google Reviews button and fill the form to
Campaign Live Feed: Dashboard
This table view widget provides real-time updates of recipients’ responses to your email campaigns. Through this widget, you can keep a tab on who is
Calendar Events: Dashboard
Get a sneak-peek into your calendar on this dashboard. You can update the preview to today, this week, or this month’s view. You can click
Email Campaigns Overview: Dashboard
This widget provides a basic analytics highlight and quick access to your most recent campaign. Click on the links to go to the campaign directly.
Work Email Tracking: Dashboard
This widget on the Dashboard of the Agency Portal is given for tracking of work email that are being sent from IM Portal. It gives
