InsuredMine CRM | Optimize and Grow Your Insurance Agency

Contact by Location Chart: Dashboard

Map widget helps you identify client clusters in seconds and keep your agency well represented geographically to maintain better loss ratios.

Contact by location widget is available under agency dashboard:

You need to use pins on the map to identify client clusters. Select a pin to know the count of clients in that zip and then click on the count to see the list of those clients. Use the dropdown to select the try of contacts you want to view on the map.

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