InsuredMine CRM | Optimize and Grow Your Insurance Agency

Agent Usage Report

Update – Agency usage report added to the Admin’s Settings module

Use case –  Admins can now monitor a report of agent login and activity report.

 

Process

  • Navigate to Settings and click on Agent Usage

  • The report will list all agents with their activity for 1 day ago by default. You will find the information below:
    • Number of login sessions
    • Total actions
    • Total views
    • Time spent in the CRM

 

Note:

  • You may search for an agent’s usage data through the search bar
  • Filter out data for any time period using the drop-down
  • Download the report into an excel format

 

Would you recommend this article?

Contact Us

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

EMAIL

PHONE

OUR LOCATION