InsuredMine CRM | Optimize and Grow Your Insurance Agency

Download & Save Reports

Description: Besides the option to specify recipients and add recipients\’ email IDs during the download. You may download this report from the Save as Report option anytime.

Benefit: It is possible to download and send the report to several people simultaneously.


  • Navigate to the Contact module.
  • Click on the Three dots in the top right corner.
  • Select Download.

Note: The Recipient column will automatically be filled with the login agent email id. From the drop-down menu, you can select more email IDs to download. Under the additional recipients\’ column, additional emails can be added.


  • A success message will appear on the screen.
  • An email will be sent with a link to download the report. 
  • Select Save as Report.


  • Write the Report Name. Add Recipient from the drop-down. Also, add the Additional Recipients under the respective column.
  • Click on Save.


Note- The saved report will be visible under the Reports module under Saved Reports.

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