InsuredMine CRM | Optimize and Grow Your Insurance Agency


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.    

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.

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

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