If you log in as a CSR in your InsuredMine account, the data in Contacts, Accounts, and Policies will be visible with the representative filter and the representative will be the logged-in agent. You can modify the filters as needed. The data will be visible based on the applied filter
![](https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2022/03/05143558/csr-account-e1695021234999.png)
In Contacts
![](https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2022/03/05143556/csr-contact-e1695021216336.png)
In Policies
![](https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2022/03/05143555/csr-policies-e1695021195978.png)