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:
Reports
Book of Business Report group by Writing carrier
When agencies first join InsuredMine, they are given the choice between ICO or PPC as their primary carrier type. Consequently, within InsuredMine, we offer a
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
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.
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
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
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
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
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
