App Users -> 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
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Type II Certified
dashboard widgets
Work Email Tracking: Dashboard
This widget on the Dashboard of the Agency Portal is given for tracking of work email that are being sent from IM Portal. It gives
6 KPIs in Dashboard
Agency Dashboard will display the 6 KPIs. Active clients, Annualized Premium, Policies & Carriers (each is hyperlinked to provide you instant view to each of
Carrier by Business Share: Dashboard
Carriers by Business Share widget is now available under Agency widget: This bubble chart helps you identify which carriers are your best partners. See if
Policies by Line of Business Charts: Dashboard
Policies by line of business charts is available under Agency Dashboard: With this donut chart widget, you can visualize your book of business by line
Contact by Location Chart: Dashboard
Map widget helps you identify client clusters in seconds and keep your agency well represented geographically to maintain better loss ratios. Contact by location widget
Contact Missing Details: Dashboard
Now you can know the count and details of the clients for whom you are missing important information like email, phone no., DOB, city, etc.
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 By Expiration: Dashboard
Policy by Expiration is available under Agency dashboard: This stacked bar chart allows you to plan your cash-flow based on renewal premium, and work your
Client Message Board: Dashboard
Client Message Board widget is available under Agency Dashboard: Through this widget, you can directly communicate with your client via call, SMS, or email action
Contacts by Gender & Contacts by Age: Dashboard
This widget has a sliding button to have a view of your clients by Gender and Age. Slide the button to have the contacts view
Team Performance: Dashboard (Admin Access)
This widget is provided to track the goals set & status for the selected month. You can view the goals of your team members that
