Welcome, to the Demo
Here's what's happening with your insurance business
Sales Pipeline
Conversion
9.1%
Won Deals
1
Avg Premium
$1,823
Attention
4
Carlos Rodriguez
Priya Sharma
Robert Wilson
Stephanie Brooks
Michelle Adams
Sarah Johnson
Jennifer Martinez
Michael Anderson
David Torres
David Kim
Jennifer Martinez
Follow up on WC renewal
Task
Review uprate alert — Smith auto
Task
BuildRight Construction — Workers Comp expires in 8 days
BuildRight Construction's Workers Comp policy (WC-2025-001) expires on 2026-11-01 — 8 days from today. Renewal status: In Progress. Annual premium: $8,500. Loss runs have NOT been requested — request immediately.
DataFlow Analytics — Business Owners Policy (BOP) expires in 22 days
DataFlow Analytics's Business Owners Policy (BOP) policy (BOP-2025-003) expires on 2026-11-15 — 22 days from today. Renewal status: Pending. Annual premium: $3,600. Loss runs have NOT been requested — request immediately.
Global Logistics LLC — Commercial Auto expires in 38 days
Global Logistics LLC's Commercial Auto policy (COM-2025-001) expires on 2026-12-01 — 38 days from today. Renewal status: Pending. Annual premium: $4,500. Loss runs have NOT been requested — request immediately.
BuildRight Construction — Open Workers Comp ($15,000 reserve)
BuildRight Construction is carrying an open claim with $15,000 in reserve. This account also has a policy renewing within 60 days — coordinate with the carrier before binding the renewal.
Marina Restaurant Group — Open Liability ($8,500 reserve)
Marina Restaurant Group is carrying an open claim with $8,500 in reserve. Monitor for resolution.
Overdue invoice — Sarah Johnson — 49 days past due
An invoice for Sarah Johnson is 49 days overdue. Amount due: $625. Due date was 2026-09-05. Follow up immediately to avoid coverage lapse risk.