Dashboard- InsuredMine Agent App
When you log in to the app, the dashboard will be visible. The dashboard will have two tabs: Daily Highlights and Activity Today. Â Â
Getting Started (13)
Release Notes (32)
Client Portal (7)
Agency Website (5)
FAQ (1)
Agent App (8)
IMUG (3)
Modules (0)
How-tos (0)
Best Practices (0)
Release Notes (0)
Header Menu (0)
Sidebar Menu (0)
Integrations (0)
Agent Mobile App (0)
Client Mobile App (0)
Client Portal (0)
Log In (2)
Notification (3)
Smart Search (3)
Texting (26)
What's New (32)
Calling (6)
Profile Switcher (2)
User Profile/ Profile Settings (3)
Platform Refresh (1)
General Settings (32)
AMS Sync (1)
Get Started (5)
Quick Actions (1)
Log Out (1)
AMS 360 (14)
Twilio (3)
Epic (0)
RingCentral (2)
eVo (0)
Lightspeed (1)
Ezlynx (1)
Quoterush (1)
Hawksoft (11)
PL Rater (1)
Nexsure (0)
Turborater (1)
Nowcerts (1)
Thanks.io (1)
QQ Catalyst (3)
Slybroadcast (1)
Sagitta (1)
zapier (2)
Transpay (1)
Stripe (1)
Getting Started (0)
Client Mobile App (14)
System Overview (3)
Agency Dashboard (15)
Sales Dashboard (5)
Activity Dashboard (5)
Marketing Dashboard (6)
Account Management (13)
Contacts and Communication (10)
Deals and Tasks (5)
Data Management (10)
File and Document Management (7)
Miscellaneous (5)
Policy Management (15)
Account and contact Management (5)
Reporting and Analytics (10)
Integration and Data Sync (15)
Carrier Management (10)
Categories Management (4)
Account and Contact Management (25)
Communication and Notes (15)
File and Document Management (4)
Workflow and Automation (9)
Reporting and Data Analysis (13)
Integration and External Links (6)
Miscellaneous (10)
Data Export and Management (2)
Pipeline Automation and Workflow (45)
User Interface and Navigation (43)
Data Management and Reports (17)
User Preferences and Settings (34)
Email and Text Automation (20)
List and Contact Management (13)
Workflow Automation (31)
Template Management (12)
Campaign and Reporting (10)
Agent and Contact Handling (5)
Others features (8)
Task Management (4)
Task Details and Logs (3)
Notifications and Analytics (4)
Account Management and Dashboard (6)
Opportunity Management (1)
Opportunity filters (2)
Document Management (1)
Google Reviews Basics (1)
Integration and Widgets (2)
Automation and Customization (3)
Form Basics (9)
Form Submission & Responses (4)
Form Management and Settings (7)
Form Mapping and Integration (7)
Notifications and Integration (3)
Specific Forms and Tools Integration (3)
Calendar Basics (1)
Calendar Features and Customization (2)
Work Email Basics (1)
Email Management (3)
Signature and Folder Management (1)
Contacts and Mapping (4)
eSign Basics and Navigation (6)
Advanced eSign Features (10)
eSign Sending and Reminders (5)
eSign Document Management (6)
eSign Reporting (3)
esign in other modules (2)
Payment Overview (1)
Payment Integrations (2)
Report Basics and Navigation (2)
Creating and Customizing Reports (5)
Filters and Search (3)
Specific Reports (5)
Data Grouping and Fields (3)
Support Services (2)
User Guides and Access (1)
Data and System Requirements (2)
Security and Data Protection (1)
Dashboard (0)
Document Manager (0)
Accounts (0)
Google Reviews (0)
Policies (0)
Forms (0)
Carriers (0)
Calendar (0)
Categories (0)
Work Email (0)
Contacts (0)
eSignatures (0)
Pipelines (0)
Payments (0)
Engagement (0)
Reports (0)
Tasklist (0)
Settings (0)
Opportunities (0)
Support (0)
Release Notes (0)
Integrations (0)
Renewals (0)
Marketing (0)
Marketing (1)
Marketing (0)
General (0)
Marketing (1)
General (1)
Integrations (1)
Renewals (1)
Integrations (2)
System Preferences (5)
Configuration (18)
Appearance (4)
Contact Settings (2)
Pipeline Settings (1)
Benefit Point (2)
Miscellaneous (8)
dashboard
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.
