InsuredMine CRM | Optimize and Grow Your Insurance Agency

App Users -> More Analytics data: Dashboard

Within the InsuredMine Agency Portal users can now see when their clients register on the Client Portal (online) or download the Mobile App. This should serve as a prompt for the agent to review the documents within the client’s 360 Overview and select which, if any, should be visible to the client on the Client Portal or Mobile App.

The App User widget is now available on Agency dashboard:

You may recall that on the Dashboard there is a widget for “App Users” which will also let the user know which clients have downloaded the app or signed up on the web portal.

Click on more to open the list of registered contacts

You can also send the app download link by clicking on Send App Download Link. 

A window will open where you need to fill in data to send the link to the client. Once you fill in the name, email, phone number of the client, you need to choose through which medium you want to send the link- email, text or both. Click on send to send the link.

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