InsuredMine CRM | Optimize and Grow Your Insurance Agency

Top 10, 50 & 100 list: Dashboard

This widget is available under Agency dashboard:

In this widget, you will get to see the top 10, 50 and 100 list of Premium clients, policy client, retention, and client visit. To view the Contact 360 of any of these clients, click on the name it will take you to the contact 360 page.

In the top listed client list, by default top 10 will be selected, you can click on the drop-down and select top 50 or top 100. 

You can see the top 10, 50, or 100 for Premium Client, Policy Client, Retention and Client Visit.

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