InsuredMine CRM | Optimize and Grow Your Insurance Agency

6 New KPIs on the dashboard

Six additional choices have been introduced into the agency dashboard, namely: New Business, Renewals, Cancellation, Rewritten, Carrier, and Category. Data related to these options will now be displayed.

Navigation:

  1. Navigate to Dashboard.
  2. Click on the Agency Dashboard.

Note: New Business, Renewals, Cancellation and Rewritten option will only be available for AMS.

Related Articles

Would you recommend this article?

Related Categories

Contact Us

Looking for more information or want to try one of our paid plans?

EMAIL

PHONE

OUR LOCATION

Search
Generic filters

Most Search: Ams360Release Notes