Getting Started (12)
Training Sessions (82)
Report (7)
Release Notes (22)
Policies (13)
Accounts (14)
Contact (42)
Client Portal (7)
Integration (23)
Pipelines (66)
Engagement (61)
Setting (17)
Mobile Apps (13)
User Account (7)
Agency Website (6)
Support (17)
Tasklist (4)
Google Reviews (4)
Calendar (1)
Carrier (2)
Dashboard (35)
FAQ (1)
Form (13)
Document Manager (1)
Opportunities (1)
Reports
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. After
Clients Missing Details Charts: Dashboard
You can now make a list of missing personal details of clients like contact number, date of birth and email address for all category of
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
