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
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
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
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
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.
Daily highlight is available under Activity Dashboard: This widget will give you an insight into what’s for the day. It will tell you about activities
This widget is provided to track the goals set & status for the selected month. You can view the goals of agents and the goals
My Task List widget is available under Activity Dashboard: Don’t let any task fall through the cracks! Manage all your tasks/todo in one place or
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
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