InsuredMine CRM | Optimize and Grow Your Insurance Agency

eSignature Activity Report

Update – The Reports section now has an added activity detail for eSignatures 
Application – View the report on the number and check the status of each signature document created by each agent

 

Process:

  • Navigate to the Reports section at the bottom of the left pane
  • Click on Activity Reports and choose eSignature to view the complete report on eSignatures created

  • The filter drop-down provides an option to choose the time frame for the report view.

  • Click on the agent name to view the complete information of their eSignatures

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