Getting Started (13)
Training Sessions (82)
Report (18)
Release Notes (37)
Policies (24)
Accounts (47)
Contact (82)
Client Portal (7)
Integration (41)
Pipelines (139)
Engagement (103)
Setting (42)
Mobile Apps (14)
User Account (7)
Agency Website (6)
Support (16)
Tasklist (8)
Google Reviews (6)
Calendar (3)
Carrier (5)
Dashboard (42)
FAQ (1)
Form (32)
Document Manager (1)
Opportunities (2)
Work Email (10)
Agent App (6)
eSignatures (25)
IMUG (3)
dashboard
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
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,
Daily Highlights: Dashboard
Daily highlight is available under Activity Dashboard: This widget will give you an insight into what’s for the day. It will tell you about activities
My Goals: Dashboard
This widget is provided to track the goals set & status for the selected month. You can view the goals of agents and the goals
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.
My Task List: Dashbaord
My Task List widget is available under Activity Dashboard: Don’t let any task fall through the cracks! Manage all your tasks/todo in one place or
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
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
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
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
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
