Policies Sold
17
Closed Won leads
Premium Written
$59,911.65
From closed leads
Retention Rate
79%
Based on outcomes
Open Leads
55
Active in pipeline
Policies Closed — Last 6 Months
LiveFeb
Mar
Apr
May
Jun
Jul
Premium Written — Last 6 Months
LiveRecent Activity
🔄
Remarketing touchpoint tasks (3, 6, 9 months) created for Andy Tran
Just now
📅
Remarket date set for Andy Tran — task created for Carl Aguilar
Just now
✏️
Lead updated: Andy Tran
Just now
🎯
Quoted follow-up tasks created for Cynthia Wilson
Just now
👤
New lead: Cynthia Wilson — Bundle (Personal Lines)
Just now
👤
New lead: Tina Tran — Commercial (Commercial)
Just now
🎯
Quoted follow-up tasks created for Maria Moran
Just now
👤
New lead: Maria Moran — Home (Personal Lines)
Just now
Upcoming Renewals
View allAug
6
Mauricio Castro
Auto — Farmers
$1,220
Total pipeline: $0
🏠 Personal Lines
Cross-sell opportunities linked to existing customers. Track which customers you're working on adding a new policy for.
Track referral partners and the leads they send your agency.
Leads previously lost that you want to pursue again. Set a remarket date and a task will be auto-created for the assigned producer.
Remarket Queue
| Name | Line | Est. Premium | Assigned To | Remarket Date | Notes | Actions |
|---|
Browsable call/text/email playbooks for prospecting and follow-up workflows. Open a workflow, pick the script for the right day, and copy it — nothing here sends automatically or creates tasks.
✅ Scoreboard auto-calculates from your actual Closed Won leads in real time — no manual entry needed.
🏢 Agency Goals
🎯 Agency Goals —
PL & Specialty NB counts Farmers/Bristol West/Foremost • Life I&P and BI NB count Farmers only — producers must enter the Carrier on each quote for it to count here
👤 Producer Goals
🎯 Folio Goal Tracker
Producer Leaderboard
Live
Team Stats
Producers & Goals
| Name | Role | Closed Won | Premium Written | Monthly Goal ($) | % of Goal | Actions |
|---|
📋 Closed Business — This Folio
0 policies
⚠️ Overdue
📅 Due Today
📊 Carrier Tracker
From Customer Records
| Carrier | Policies Written | Total Premium | Avg Premium | % of Agency Premium | Lines Written |
|---|
🎯 Closing Ratio by Lead Source
All Leads
| Source | Total Leads | Closed Won | Closed Lost | Premium Won | Close Rate |
|---|
Premium by Carrier
Business by Line
Leads by Source
Leads by Status
👤 New Leads — Today
🎯 Quotes — Today
👤 New Leads — Current Folio Period
📊 Quotes — Current Folio Period