Getting Started (13)
Training Sessions (82)
Release Notes (40)
Client Portal (7)
Mobile Apps (14)
User Account (7)
Agency Website (6)
Google Reviews (6)
Document Manager (1)
Work Email (10)
Agent App (7)
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
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
Save and Schedule Account Reports
Description – Create and schedule account reports to run and download at any point in time. Use Case – Save and schedule customized reports on
Lead source as a field in the Book of Business and Personal Data Book
Description – The lead source is now displayed in the Book of Business and Personal Data Book. Use case – Easier to track lead source
Group by Payment Frequency in Book of Business
Description – Sort your Book of Business content by Payment Frequency. Use Case – Convenience to group by and vew the Book of Business by
Accessibility improvements made to Activity Reports
Update – Added Search, Download, and Save as report features under Activity reports Use case – Easier to view, download, and share reports for analytics.
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.
Change pipelines in Dealcharts
Multiple deal charts help in faster analytics. Maybe you might want to see deal charts for more than one pipeline. Earlier It took longer to
I have created a tag group in contacts, is there a way to download that list?
Please follow the steps below to download a report for tag. 1. Go to Contacts and select the tag you want and then click on Filter. 2.
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
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