InsuredMine CRM | Optimize and Grow Your Insurance Agency

Dashboard- InsuredMine Agent App

When you log in to the app, the dashboard will be visible. The dashboard will have two tabs: Daily Highlights and Activity Today.

 

 

In Daily Highlights you can view the following tabs:

 

  • Meetings Scheduled 

  • Tasks Due

  • Pipeline Cards Due

  • Policies Expiring

  • Campaign Scheduled



 

In the Activity Today section you will get to see the following tabs:

  • Files

  • Notes

  • Tasks

  • Emails

  • Texts

 

 

Below the dashboard, you will find five sections:

  • Today

  • Pipeline

  • Contacts

  • Text

  • More

 

Today is the dashboard section that displays the Activity Today.

 

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