Dashboard
Welcome back, Sarah!
You have 5 pending quotes, 2 renewals due this week, and 1 claim update.
Policies Active
127
+5 from last month
Total Premium Volume
$1.2M
+12% from last quarter
Win Ratio
73%
+4% from last quarter
Active Clients
42
+3 from last month
My Submissions
| ID | Client | Product Line | Status | Actions |
|---|---|---|---|---|
| SUB-1234 | Acme Corp | D&O | Awaiting Insurer | |
| SUB-1235 | TechStart Inc | Cyber | Sent | |
| SUB-1236 | Global Logistics | Property | Bound | |
| SUB-1237 | Retail Solutions | General Liability | Draft |
Renewals Radar
Acme Corp
D&O Insurance
7 days left
93%
TechStart Inc
Cyber Liability
14 days left
86%
Global Logistics
Property Insurance
21 days left
79%
Recent Activities
Submitted a new quote for Acme Corp
5 hours ago
Renewal sent to TechStart Inc
Yesterday
Added a new client Global Logistics
2 days ago