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.

 

 

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