⌘K
Agency Dashboard
Good morning, James · Monday, June 29
Today · Book of business
187 clients · 8 open items today
You have 2 tasks due today,
6 claims in review, and
14 renewals coming up in the next 30 days.
Margaret W. and Apex Roofing need attention by end of day.
My retention · 12-mo rolling
96.1%
My clients
187
+3 this month
Open claims
6
2 high priority
Renewals · 30d
14
3 need quote response
Open tasks
8
2 due today
Activity score
A+
Top 10% in agency
Agency activity
Owen McCready uploaded hail-damage report to Whitfield drawer
CL-2026-0019 · 3.4 MB · OCR complete
Holloway Construction wire payment posted
Invoice 8821 · $14,860 · balance now $1,840
Bluebonnet Pediatrics water-damage claim approved
CL-2026-0048 · $7,820 · settlement next week
New client onboarded · Eleanor Vance-Hill (NM)
4 policies · welcomed via DocuSign
Karoline Brink premium past due 18 days
NN-05992 · $612 · cancellation notice pending
Pacific Life delivered LIF-2208 renewal kit
Pre-filled for Margaret Whitfield · 14 pages
Today's priority
2 items
Call Margaret W. re: umbrella renewal at $2M vs $5M
Today
Bind Apex Roofing BOP — carrier signature pending
Today
Next renewals
3 in 30d
KA
Asante, Kwame
Automobile · Progressive · $1,140
Jun 02
in 8d
AR
Apex Roofing LLC
BOP · The Hartford · $8,920
Jun 14
in 20d
SP
Park, Sang-Mi & Daniel
Homeowners · Chubb · $2,210
Jun 21
in 27d
PF
Pendergrass Family Trust
Umbrella · Chubb · $1,240
Jul 01
in 37d