InsuredMine CRM | Optimize and Grow Your Insurance Agency

Policies by Insurance Type- Dashboard

Segment your books of business by insurance type via policy count or premium amount. Click on the count or premium to preview the list or click the list or click the email icon to send a campaign to the segment.
Click on the total policy count to navigate to the policy page

Click on the message icon to set and send a text or email campaign.

Related Articles

Would you recommend this article?

Related Categories

Contact Us

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

EMAIL

PHONE

OUR LOCATION

Search
Generic filters

Most Search: Ams360Release Notes