InsuredMine CRM | Optimize and Grow Your Insurance Agency

Contact by Policy Count Widget- Dashboard

Contacts by Policy Count widget will display total number of contacts having particular number of policies. The policy count will be available from 1, 2, 3, 4, 5, and 5 +. This widget will help you to get an overview of policy status for the number of contacts and you can target them accordingly for up-sell of policies. 


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