InsuredMine CRM | Optimize and Grow Your Insurance Agency

Multiple Dashboard Feature

You can separate your widgets by Dashboard based on four different categories- AMS, Pipeline, Activity, and Marketing and can also set a default dashboard.

  • Click on the drop-down to select the desired dashboard category.

  • Once you select the dashboard category, click on widget settings to make the selection of the widgets.

AMS Dashboard

  • Widgets available under AMS Dashboard:

Pipeline Dashboard

Activity Dashboard

  • Widgets available under Activity Dashboard:

Marketing Dashboard

  • Widgets available under Marketing Dashboard.
  • You can separate your widgets by Dashboard based on four different categories-AMS, Pipeline, Activity and Marketing and can also set a default dashboard.
  •  Click on the drop-down to select the desired dashboard category.
  • Once you select the dashboard category, click on widget settings to make the selection of the widgets.

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