The Daily Pulse
Renewals This Month
46
Projected Commission
$28.4k
At-Risk Policies
12
Cross-Sell Opportunities
16
Today's Action List
Call Sarah Chen ($1,200 Comm)
Review ABC Corp Policy
Cross-Sell Auto to Marcus R.
Follow up on Carrier Quote
Visual Renewal Pipeline
Filter: All Operators
Needs Review (30 Days)
3
Sarah Chen
Auto Renewal
Renewal: 30 Days
$1,200
Robert Evans
Commercial Property
Renewal: 28 Days
$2,450
Outreach (15 Days)
2
Amanda Miller
Homeowners
Renewal: 12 Days
$890
Pending Carrier
1
James Wilson
General Liability
Awaiting Quote
$1,980
Closed/Won
1
David K.
Umbrella Policy
Renewed Today
$1,100