Policy By Expiration: Dashboard
Policy by Expiration is available under Agency dashboard: This stacked bar chart allows you to plan your cash-flow based on renewal premium, and work your
dashboard
Client Message Board: Dashboard
Client Message Board widget is available under Agency Dashboard: Through this widget, you can directly communicate with your client via call, SMS, or email action
Contacts by Gender & Contacts by Age: Dashboard
This widget has a sliding button to have a view of your clients by Gender and Age. Slide the button to have the contacts view
Dashboard- InsuredMine Agent App
When you log in to the app, the dashboard will be visible. The dashboard will have 3 tabs : My Goals, Daily Highlights and Activity
Tasklist
In this article, you will learn: Tasklist module in left navigation Assign and Track task Map External Contact in Task Tasklist Enhancements- Multiple assignees, Attach
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.
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
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
