InsuredMine CRM | Optimize and Grow Your Insurance Agency

Save and Schedule Account Reports

Description – Create and schedule account reports to run and download at any point in time.

Use Case Save and schedule customized reports on your InsuredMine portal

Process:

  • Navigate to Accounts and select the Setting option from the top-right corner.
  • Click on Save as Report.

  • Enter the Report Name 
  • InsuredMine will auto-populate the logged-in agent’s email address under Recipient. You may add other email addresses under Additional Recipient.
  • Click on Save.

  • An email will be sent from InsuredMine. Click on Open Report and you will be redirected to the Book of Business under the report module.

  • To view this report, navigate to the Saved Reports tab.

  • Click on Schedule to set the time and day to auto-run this report.

  • You can choose your preferred time to run the report and click on Save.

  • You may edit an existing report by clicking on Schedule.
  • Click on Edit to reschedule the report day and time.

 

 

Would you recommend this article?

Contact Us

Looking for more information or want to try one of our paid plans?

EMAIL

PHONE

OUR LOCATION

Search
Generic filters