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Total Policies
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Policies in Force
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Total Premium
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Nearing Expiration
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Expired
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Non-Renewed
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Canceled
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Policies by Type
All TimePolicies in Force (12 mo)
TrendPremium by Line
All TimePolicy Alerts (Expiring in 30 Days)
| Client | Policy # | Carrier | Expiration | Urgency | Actions |
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Open Customer Tasks
| Received | Client Email | Policy # | Request | Details | Actions |
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Clients
| Client Name | Phone | Policies |
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All Policies
| Client Name | Policy # | Status | Payment | Carrier | Premium | Effective | Expiration |
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Carrier Portals & RCEs
Click a carrier to open their portal in a new tab. Ensure your browser password manager is active.
Quoting & Underwriting Tools
Enter a property address to quickly access underwriting tools.
Note: RCE integration is a future feature. Google Maps links will open in a new tab.
Expired Policies
| Client Name | Policy # | Carrier | Expiration | Actions |
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Non-Renewed Alerts (Next 90 Days)
| Client Name | Policy # | Carrier | Expiration | Actions |
|---|
Canceled Policies
| Client Name | Policy # | Carrier | Status |
|---|
Client Document Viewer
Enter a client's email to view their secure folder contents.
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Commission Report
Click the button to generate an up-to-date commission report. Ensure your "CommissionRates" sheet is configured.
| Agent | Total Policies | Total Premium Written | Total Commission Earned |
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User Management
Add or manage agents, managers, and CSRs. (Functionality to be built in Phase 2).
Carrier Setup
Add carrier portal links. Saving credentials securely requires a database and is planned for a future update.