LAST UPDATED: 6/26/19

Dashboard Navigation & Display

When you log in, you'll automatically be placed in your dashboard. The dashboard is the central hub of the Insureio system and displays useful information like new leads and opportunities, as well as any outstanding tasks that may have been assigned to you. Check out the video below for a quick overview.


Jump to a section:

Basic Navigation
Search a Dashboard Tab by Date
Apply a Filter to a Dashboard Tab
Dashboard Tab List


Basic Navigation

Your dashboard is organized with tabs at the top of the screen. Click to navigate between them. You may not see all of the tabs shown below, depending on your subscription level and/or permission set. Within each tab, you have options that help you search and filter your results.

Dashboard navigation

Search a Dashboard Tab by Date

To search for an item within a date range, type in a date using the format MM/DD/YYYY.

Using the date range to narrow results on the dashboard

Apply a Filter to a Dashboard Tab

To apply, click a filter button (Filter by Status, Filter by Name, or Filter by Follow Up).

Available filters for the Insureio dashboard

If you selected Filter by Status, you'll see a dropdown menu - select your desired criteria from this list of statuses. Filter options for filtering by status

If you selected Filter by Name or Filter by Follow Up, the button becomes a search box once you click it. Start typing your filter criteria (client name, for example) and the system will auto-fill available options for you to select. Not sure what your follow-ups are called? Check the column shown below. These follow-up names are all set through the workflow you created (or the global workflow you're using) in the Policy Status Rules section.

Filter options for filtering by status

IMPORTANT: Once you apply a filter, that tab will ONLY display information that fits that criteria. If you think your My Opportunities tab isn't showing you all your leads, for example, be sure there is no filter applied. To remove a filter, click the "x" button to the right of the filter. That tab will now remove the filter and display the complete list of relevant information.

How to remove a filter

Dashboard Tabs

Here's a brief description of what you'll find in each tab:

  • Unassigned Tasks. This is a list of status-driven tasks that have no assignee. This list helps you stay on top of tasks that might otherwise slip through the cracks. The task may need to be performed by you, or if you manage a team, assigned to an available agent. NOTE: If you create a task within the client record, the system will not let you save it without assigning it. Any unassigned tasks must, by default, be associated with a particular status. You may want to open up your policy status rules and review their associated tasks. If you don't want to assign a task to a particular user every time, you can use the Assignment Role feature to assign it to the agent associated with a lead, for example. For a full explanation of how Insureio's statuses and tasks work, click here.
  • My Business. This is a list of your leads and in-force policies.
  • My Opportunities. This is a list of your leads. This includes leads posted via API, leads that were manually entered, and leads that have come in via marketing efforts such emails, quoters, or lead capture forms.
  • My Pending Tasks. This is a list of any tasks assigned to you. If the task's due date has already passed, it will be shown in red. This list includes manually entered tasks, as well as tasks automatically generated by a status change.
  • Team Business. This is a list of your hierarchy/downline's leads and in-force policies.
  • Team Opportunities. This is a list of your hierarchy/downline's leads. This includes leads posted via API, leads that were manually entered, and leads that have come in via marketing efforts such emails, quoters, or lead capture forms.
  • Team Pending Tasks. This is a list of any tasks assigned to you or members of your hierarchy/downline. If the task's due date has already passed, it will be shown in red. This list includes manually entered tasks, as well as tasks automatically generated by a status change.
  • Recently Viewed. This is a list of your five most recently viewed contacts. It's a handy way to flip back quickly if you were just in a client record, but can't remember them by name.
    Recently viewed tab on the Insureio dashboard