InsuredMine CRM | Optimize and Grow Your Insurance Agency

goal settings

Annual Goals For Carriers

Description – Annual goals for carriers to periodically track the progress and updates. Use Case – Admins can set, review, and track the goal for

Goal Management

In this article, you will learn: Goal Management for Agents Setting goals for multiple agents for multiple months simultaneously Goal management is more than just assigning

Goal Settings (Activity)

In this article, you will learn: How to set new activity goals for the agents? How to edit the activity goals for the agents? How

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