Open Quotes
46
▲ +12%this month
Policies Bound
19
▲ +8%this month
Renewals Kept
94%
▲ +5%retention
Lapse Risk
7
▼ +2renewals due in 30d
Commission Revenue ($38k this month)
+14% YoYJan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Pipeline
Quote Requested46
Quoted34
Follow-up25
Bound19
Renewed15
Live Activity
🟢New quote request: Delgado — home + auto bundle6m ago
🔁Renewal reminder sent — Hart Bakery commercial policy (30 days out)40m ago
✅Policy bound — Nguyen family auto, 2 vehicles2h ago
💤Quote stalled: Brooks — no reply in 9 days, follow-up sent4h ago
🤝Referral request sent after 1-year anniversary check-in1d ago
The command center we build for insurance agencies.
Every quote, renewal and client check-in on one screen — so your book grows instead of quietly lapsing. We deploy your version, fully built, in as little as 48 hours.