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.
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 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 widget is available under Agency dashboard: Through this widget, you can segment policy by the line of business and month created. Click on
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