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.


Would you recommend this article?

Contact Us

Looking for more information or want to try one of our paid plans?




Generic filters