InsuredMine CRM | Optimize and Grow Your Insurance Agency

Reports- Filter by CSR

A new feature has been introduced within the reports module, allowing users to filter their data based on CSR (Customer Service Representative) information. 

Use Case: Users can now easily locate data by CSR, facilitating quicker analysis and enabling faster decision-making.

To View the Enhancement:

  • Navigate to the reports module.
  • Click on the filter option.
  • A new filter, CSR, has been added to the existing filters for reports.
  • Search for the CSR name, and then click ‘Apply’.

Data will be visible based on the selected filter.

Note : The option to filter by CSR is available for all AMS.

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