Account Name, Account Type, Look Up code & Deal card Type for Sales Report
 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
dashboard
Multiple Pipeline Selection from all Sales Reports
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
Expected Closing Date Filter in Master Report
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
Create Tasks
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.
Work Email Tracking: Dashboard
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
6 KPIs in Dashboard
Agency Dashboard will display the 6 KPIs. Active clients, Annualized Premium, Policies & Carriers (each is hyperlinked to provide you instant view to each of
Carrier by Business Share: Dashboard
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
Voice Calling
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
Contact by Location Chart: Dashboard
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
App Users -> More Analytics data: Dashboard
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
Contact Missing Details: Dashboard
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.
Top 10, 50 & 100 list: Dashboard
This widget is available under Agency dashboard: In this widget, you will get to see the top 10, 50 and 100 list of Premium clients,
