InsuredMine CRM | Optimize and Grow Your Insurance Agency

Policy Count by Branch- Dashboard

Policy by Branch widget is available under Agency Dashbaord:

This dashboard widget will help you to view the total number of policies for each branch. If you hover the cursor over the bars representing each branch you can find the total number of policies and their total premium value.

If you click on the total policy number you will navigate to policy page

If you click on the message icon beside total premium value it will take you to create list page under the engagement module, where you can set email or text campaign.

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