InsuredMine CRM | Optimize and Grow Your Insurance Agency

New Policies: Dashboard

New Policies widget is available under Agency dashboard:

Through this widget, you can segment policy by the line of business and month created. Click on the count to preview the list or click the email icon to send a campaign to the segment.

Clicking on send email icon will navigate you to the create list section, where you can choose the contacts to send an email.

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