Dashboard

Add New ClientView All ClientsGenerate Report
Total Clients
1,250

+15%

Since last month

Active Policies
850

+5%

High retention rate

Revenue YTD
$1.2M

+20%

Exceeding targets

Upcoming Renewals
75

Next 30 days

Proactive follow-up needed

Client Annual Reviews
Upcoming and overdue client annual reviews.

No client reviews due or overdue.

View All Client Reviews
Recent Activity
Overview of recent client interactions and system updates.
  • J

    John Doe added a new client: Sarah Parker.

    2 hours ago

  • J

    Jane Smith updated policy for Mark Johnson.

    5 hours ago

  • AI Bot sent renewal reminders to 5 clients.

    Yesterday

  • A

    Alice Brown logged a call with Emily White.

    Yesterday

  • C

    Charlie Davis completed annual review for Acme Corp.

    2 days ago

  • System generated Q3 sales report.

    2 days ago

View All Activity
Key Tasks
Important tasks requiring your attention.

  • Follow up with David Lee on quote

    Due: Tomorrow

    High

  • Prepare renewal documents for ACME Corp

    Due: In 3 days

    Medium

  • Schedule meeting with new lead: Olivia Chen

    Due: This week

    High

  • Finalize annual review for XYZ Ltd

    Due: In 2 days

    High

  • Process claim #CL00567

    Due: Today

    Urgent