Home Dashboard

Your Home (User) Dashboard

Once you log into Insureflow, you will see the Home (User) Dashboard.

This dashboard is designed to be specifically useful to you and focused on information that is pertinent to your day. There are multiple widgets you can enable or disable depending on what you want to see when you log in. You can expect you dashboard to look similar to this:

You can then choose the information you want to see from the seven widget options to choose from:

• Latest Risks - most recently modified risks.

• Starred Risks - risks that you have marked as your favourites.

• Latest Claims - most recently modified claims.

• Starred Claims - claims that you have marked as your favourites.

• Task Calendar - calendar presenting your tasks based on the settings you have made.

• Starred Clients - clients you have marked as your favourites.

• Notes -

Please see Customising Your Experience for a video demonstration.