InsuredMine CRM | Optimize and Grow Your Insurance Agency

Overall activities analytics

This enhancement is in the reporting system, specifically in the Activity Reports section. With this latest update, we have introduced the “All” option. Previously, users had to navigate through separate tabs for Notes, Files, Emails, Calendar events, Texts, Tasks, Calls, and eSignatures to access specific information. With the introduction of the “All” option, you can now conveniently access all these details in one unified tab.


  1. To access this feature, first, navigate to the reports section.
  2. Then, click on “Activity Reports” to explore the comprehensive “All” tab.

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