.png)
A Dashboard provides a clear view of every important data on one page. Customizable to the agent’s preference, the InsuredMine Dashboard contains widget and tool options for easy monitoring and access to the vital organizational matrices. With no restrictions to access, it can be used from any location remotely or in the office setting.
Convenient presentation of data clusters in a resourceful manner for prompt, prominent observation and decision making. Underlying records for a variety of data become easily accessible aided by visual analytics. Comparative preview and real-time updates make charts a statistically significant tool of Insuredmine. Policies by the line of business, by expiration dates, missing client information, email campaign overview, event calendar, client pulse, daily highlights and much more can be viewed in the form of charts.
The InsuredMine Dashboard helps answer many questions such as what is the lead-conversion rate? Which policy category is contributing to your revenue the most? Which geographical area has the least number of prospects and demands more attention? Based on visual analytics its easier to make key decisions of where sales are lagging and what can be done to improve them.
Widgets are components of a User Interface that seamlessly integrate with any Agency Management System in a simple view format, customized for individual functionalities. For instance, bulk SMS can be sent to clients from the dashboard with a widget feature in the CRM. Different types of data tools can be presented as widgets on one common page, like the dashboard of InsuredMine. For example, data for client search in a specific location and email campaign analysis, although poles apart in terms of analytical algorithms, can be viewed together as separate segments on the dashboard.
Visualization using graphs and charts based on past and present data instantly shows the direction of business activity, customer relationships, and sales. Get your clients coming back for more with the most promising policy resources in the Insurance business.
KPIs (Key Performance Indicators) are the metrics measuring your organizational growth and productivity. Response times, conversions, funnel drop off rates and many other up-to-date mechanisms keep the administration informed about client issues and the decisive actions taken for resolving them. Customer contentment and positive relationship management are at the core of KPI functionalities.
“Absolutely The Best AMS Available on The Market Today! Affordable Pricing. Customer Support is Outstanding. Constantly Rolling Out New and Exciting Features to the Software Seamlessly. In 6 Months of Using the Software, we have not had any system slow downs or down time.”
-ALEJANDRO M.,President, Quoteasy
“InsuredMine: Great Decision, Awesome Service. By implementing a system like InsuredMine, you not only get a system that helps you see your business more in depth but, you get to really see where your strengths, weaknesses and potential are as well as use that information and take a proactive approach to them.”
-TAYLOR W., IT Manager, Sean Fincher Ins.
“It combines phone, text and email connections in one application. Extremely useful functionality, including customer facing portal as well as agency facing portal. I especially like the ability to mine those coverages a client enters in their portal which I didn't write.”
-STANLEY DEAN , Selling Insurance since 1963
“Incredible service and product. It has an incredible response rate and ease of use. It has been nothing but 1st class service and a great experience.”
-SANTO MILITELLO , CFO, Via Rapida Services
Let your clients update profile, review documents at their convenience. A revolutionary way to engage clients and prospects.
Learn More
Get mobile App
