InsuredMine CRM | Optimize and Grow Your Insurance Agency


Reports- Filter by CSR

A new feature has been introduced within the reports module, allowing users to filter their data based on CSR (Customer Service Representative) information.  Use Case:

Sync Tracker Analytics Counts

You can now track the number of failed syncs for accounts, contacts, policies, tasks, notes, activities, files, emails, SMS, and calls. Note: Please note that

eSign Reporting

Description: For the agent and admin, reports for the eSignature module will be generated. Benefit: The analysis of reports will aid in understanding the dynamics

Lead Flow

Lead Flow helps you to get an idea of all the deal cards that are created. This analytics is based on the lead creation date.

Scheduled Reports tab under Reports

Description – A separate tab is added under the Reports module to view, run, and delete the scheduled reports. Usecase – A segregated view for agents

List Reporting

In this article, you will learn: A. Create a report B. Save the report C. Convert Report to List D. Access List in List Library

Management Reports

Agency Principals and Office Managers can now get reporting around the volume of marketing being done by agency staff through the InsuredMine Engagement module. Data

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