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

 

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