InsuredMine CRM | Optimize and Grow Your Insurance Agency

Agent Segregation under Quote to Close Cards 

Description – Admins can now view Agent segregation for Lead, Quoted, and Closed cards.

Use Case- Detailed report view for admin to view the agent’s Lead, Quoted, and Closed cards chart.

Process:

  • Navigate to the Sales Dashboard
  • Click on Quote to close the Cards

Note – You can view the tabular view of leads under  Quote to close Cards. All agent’s views are only available when logged in as an Admin. 

 

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