Now, it’s easier to keep track of your sales goals with the additions of extra new listings called: Account Name, Account Type, and Deal Card
Now, you can select multiple pipelines in all sales reports, and based on your selection, you will be able to view the data of those
A new filter has been introduced within the master report option called the ‘Expected Closing Date Filter.‘ It helps you find deals that have a
You can add follow-up tasks by from the Dashboard widget – My Tasks List by clicking on the plus icon at the right side of the widget.
Within the InsuredMine Agency Portal users can now see when their clients register on the Client Portal (online) or download the Mobile App. This should
Mobile App Dashboard includes Agents information and 4 boxed associated with Insurance information. Once you log in for the first time, you can have a
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
Agency Dashboard will display the 6 KPIs. Active clients, Annualized Premium, Policies & Carriers (each is hyperlinked to provide you instant view to each of
Carriers by Business Share widget is now available under Agency widget: This bubble chart helps you identify which carriers are your best partners. See if
With the new calling feature implemented on the portal, you can increase customer engagement by making, receiving and monitoring calls at your fingertips. You can quickly
Map widget helps you identify client clusters in seconds and keep your agency well represented geographically to maintain better loss ratios. Contact by location widget
Now you can know the count and details of the clients for whom you are missing important information like email, phone no., DOB, city, etc.
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