Welcome back, Darren
2,847
Lives Covered
$1.24M
GWP This Month
91.4%
Renewal Rate
$186k
Commission YTD
Clients
Insured profiles, policies & risk
142
Active Clients
Pipeline
New Lead → Drawdown → Client
24
Active Deals
Leads
Live from the GA contact form
5
New Today
Providers
Your insurer partners & plans
33
Partners
Renewals
6-week alerts & monthly list
12
Due This Month
Quotes
Proposals & comparisons
7
Pending
Policies: 89 active·Renewals: 12 upcoming·Commission: $186k YTD
Clients Registry
⌕
All
Expat
HNWI
Athlete
Pilot
Group
◈
Select a client to view their profile
◇
Policies
Coming next session
◆
Renewals
Coming next session
◻
Leads
Coming next session
⬡
Pipeline
Coming next session
◌
Quotes
Coming next session
⬢
Providers
Coming next session
△
Reports
Coming next session
○
Commission
Coming next session
✦
Settings
Coming next session