Wednesday, August 19

Good afternoon, Avery.

Here’s where your clients need attention today.

Upcoming renewals

18Next 60 days

4 this week

Incomplete applications

73 need attention

Follow up

At-risk clients

3Missing critical details

Review

Median response

2.4hDown from 6.8h

↓ 65%

Priority renewal

Juniper Row Bakery

20 days

82% ready

AI-prepared.
Agent review required.

Intake completed yesterday

3 policy documents organized

2 items need clarification

MLAR

Morgan LeeOwner · Assigned to you

Live activity

Morgan completed renewal intakeJuniper Row Bakery · 18 min ago

Loss runs uploadedCopperline Fabrication · 44 min ago

Renewal comparison preparedNorthstar Pediatric OT · 1 hr ago

Revenue change flaggedMesa Bloom Landscaping · 2 hrs ago

The next 45 days

RenewalClientCoverageExpiring premiumStatus