InsuredMine CRM | Optimize and Grow Your Insurance Agency

dashboard

Calendar Events: Dashboard

Get a sneak-peek into your calendar on this dashboard. You can update the preview to today, this week, or this month’s view. You can click

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

Todo: Dashboard

Through this dashboard widget, you can add tasks. Add task name, select the date and click on add task button. Once done, the todo list

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