Getting Started (12)
Training Sessions (82)
Report (11)
Release Notes (31)
Policies (18)
Accounts (36)
Contact (70)
Client Portal (7)
Integration (40)
Pipelines (109)
Engagement (85)
Setting (32)
Mobile Apps (14)
User Account (7)
Agency Website (6)
Support (16)
Tasklist (6)
Google Reviews (6)
Calendar (3)
Carrier (4)
Dashboard (38)
FAQ (1)
Form (26)
Document Manager (1)
Opportunities (2)
Work Email (5)
Agent App (6)
eSignatures (8)
IMUG (3)
Reports
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.
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.
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
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
