Live agency overview

Insurance Policy Management Dashboard

Track customers, policies, renewals, payments, and reminders from one professional workspace.

Renewal queue

8417 need outreach

Policy health

94%Portfolio stability

Smart matches

31Cross-sell openings

Revenue trend

+15.3%Month over month

+12.4%

Total Customers

1,248

Active customer profiles

+8.7%

Active Policies

2,913

Currently active policies

-3.2%

Expiring Soon

Policies expiring in 30 days

+5.1%

Pending Payments

$18,420

Awaiting payment confirmation

+4.6%

Renewal Rate

76.8%

Renewed policies this month

+15.3%

Monthly Revenue

$42,750

Collected this month

Monthly Revenue Overview

Premium collected, renewed contracts, and new-policy lift

JanFebMarAprMayJunJulAugSepOctNovDec

Premium CollectedRenewalsNew Policies

Policy Type Distribution

Current active book by category

2,913

Active policies

Auto Insurance38%

Home Insurance24%

Health Insurance18%

Business Insurance12%

Travel Insurance8%

Policies Expiring Soon

Prioritized renewal and follow-up queue

Customer	Policy Number	Policy Type	Expiration Date	Status
EC Emily Carter	AUTO-29384	Auto Insurance	Jul 14, 2026	Expiring Soon
JW James Wilson	HOME-48291	Home Insurance	Jul 18, 2026	Expiring Soon
OB Olivia Bennett	HLTH-77320	Health Insurance	Jul 22, 2026	Follow-up Needed
MA Michael Anderson	BUS-11829	Business Insurance	Jul 27, 2026	Pending Renewal
SM Sophia Martinez	TRV-50913	Travel Insurance	Aug 02, 2026	Expiring Soon

Recent Customers

Latest customer activity

Emily Carter

emily.carter@example.com

3 policies

Updated 2h ago

James Wilson

james.wilson@example.com

2 policies

Payment received

Olivia Bennett

olivia.bennett@example.com

1 policy

Renewal reminder sent

Michael Anderson

michael.anderson@example.com

4 policies

New quote requested

Sophia Martinez

sophia.martinez@example.com

2 policies

Policy reviewed

Today's Reminders

Scheduled follow-up moments

10:30 AM

Phone Call

Call Emily Carter about auto policy renewal

12:00 PM

Payment

Send payment reminder to James Wilson

2:15 PM

Quote Review

Review business insurance quote for Michael Anderson

4:00 PM

Document

Prepare renewal documents for Olivia Bennett

Payment Status

Current month collection state

Collected this month

$42,750

Paid68%

Pending22%

Overdue10%

Agent Notes

Pinned context for active work

Emily prefers email communication for renewal documents.

Customer Preference

Business policy quote needs updated liability coverage.

Quote Update

Follow up with overdue payment before Friday.

Payment Reminder

Reports Snapshot

Compact agency performance signals for the month.

Renewal Conversion

76.8%

+4.6%

New Policies This Month

214

+18

Payment Collection

$42.7k

+15.3%

Customer Retention

91.2%

+2.1%

Customer CRM Preview

A quick look at how the customer workspace scales beyond the overview

Customer Name	Email	Phone	Active Policies	Renewal Status	Last Contact
EC Emily Carter	emily.carter@example.com	(415) 555-0184	3	Due in 19 days	Today
JW James Wilson	james.wilson@example.com	(312) 555-0172	2	Payment pending	Yesterday
OB Olivia Bennett	olivia.bennett@example.com	(206) 555-0118	1	Reminder sent	Jun 21, 2026
MA Michael Anderson	michael.anderson@example.com	(646) 555-0190	4	Quote requested	Jun 20, 2026
SM Sophia Martinez	sophia.martinez@example.com	(512) 555-0145	2	Active	Jun 18, 2026