policies by line of business Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency Mon, 30 Dec 2024 06:26:40 +0000 en-US hourly 1 https://wordpress.org/?v=7.0 https://www.insuredmine.com/wp-content/uploads/2021/07/favicon.ico policies by line of business Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency 32 32 Policies by Line of Business Charts: Dashboard https://www.insuredmine.com/knowledge-base/policies-by-line-of-business-charts-dashboard/ Fri, 10 Feb 2023 10:52:56 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=4621 Policies by line of business charts is available under Agency Dashboard: With this donut chart widget, you can visualize your book of business by line to understand what percentage of total business does a particular line represent. Now you can segment your books of business by the line of business via policy count or premium […]

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Policies by line of business charts is available under Agency Dashboard:

With this donut chart widget, you can visualize your book of business by line to understand what percentage of total business does a particular line represent.

Now you can segment your books of business by the line of business via policy count or premium amount. Click on the expand icon and then click on count or amount to preview the list or click the list or click the email icon to send a campaign to the segment.

The post Policies by Line of Business Charts: Dashboard appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

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