LAST UPDATED: 6/26/19
Recently Viewed Consumers
Insureio displays your five most recently viewed contacts in a tab on your dashboard for easy access.
The Recently Viewed tab on your dashboard is just what it sounds like - a list of your most recently viewed contacts. This is a fast way to go back and check on something you just worked on without having to search for a client by name.
You'll see the contact's unique ID within Insureio, their name, the date and time you last viewed their record, and contact information.
Click the contact's name to be taken to their contact record.
Click their email address to launch your email client and pre-populate an email with their address.