InsuredMine CRM | Optimize and Grow Your Insurance Agency


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

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

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

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

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