InsuredMine CRM | Optimize and Grow Your Insurance Agency

Policy per new account Report

Description – See the number of policies associated with an account in the report module.

Use case – Easy navigation of Accounts having policies mapped to it user can view and download easily from here 



  • Navigate to the Reports module. Go to the tab Policy per new account.
  • You can see the account name and the number of policies for that specific account. To view the policies, click on the policy count .
  • You may also download the policies by clicking on the download button.

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