InsuredMine CRM | Optimize and Grow Your Insurance Agency

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WEBINARS

Visualizing Success: Harnessing the Power of Dashboards in InsuredMine

About this webinar

05/22/2024

1:00 pm

In Weekly

In today’s fast-paced environment, every professional needs a dashboard that provides critical insights and history about the prospects and customers who matter most. Dashboards are your simple and smarter way to get your day started and stay informed.
Join us as we delve into the capabilities of InsuredMine’s comprehensive dashboards, including:
  • Sales Dashboard: Track and optimize your sales performance.
  • Agency Dashboard: Monitor and manage your agency’s operations.
  • Activity Dashboard: Stay on top of your tasks and interactions.
  • Marketing Dashboard: Measure the effectiveness of your marketing efforts.
Our team of experts will guide you through each dashboard’s features and functionalities, demonstrating how to leverage them for maximum impact. Additionally, we will conclude the session with a Q&A segment to address any questions you may have.

Speakers:

Main Speaker

Kunal Chakraborty

Customer Success Specialist

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