InsuredMine CRM | Optimize and Grow Your Insurance Agency

Carrier filter in pipeline and master sales charts

A new filtering option called “Carrier” has been incorporated into both the Pipeline section and the master report within the sales dashboard.

Use Case: Facilitates targeted filtering based on carrier-specific information associated with sales data.

To access this feature in the Pipeline:

  1. Go to the Pipelines section.
  2. Click on the Filter option.

To utilize the “Carrier” filter in the sales dashboard:

  1. Navigate to the sales dashboard.
  2. Click on the ‘Add Filter’ button.

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