Friday, October 23
Welcome back, Christian
30 things need you, and 4 of them expire.
- Book in force
- $102.5K
- 35 active policies
- Renews this month
- 16
- $57.8K of premium
- Premium at risk
- $6,456
- still can be saved
$831 stops 4 policies from cancelling. Start with Elena Vargas, Lucia Marroquin. 8 policies renew in the next two weeks — $32,547 of premium, and not one call logged. 6 clients still owe a document the carrier asked for. Carriers cancel over these.
Counted from your own book a moment ago. Nothing here is estimated.
The next five days
Today
12 items
24 Sat
1 items
25 Sun
2 items
26 Mon
1 items
27 Tue
1 items
Needs your attention30 open
- Elena Vargas — SH-1016Cancels for non-payment · in 7d$339
- Lucia Marroquin — SH-1008Cancels for non-payment · in 10d$247
- Kevin Salazar — SH-1021Cancels for non-payment · in 13d$105
- Diana Fuentes — SH-1023Cancels for non-payment · in 15d$140
- Omar HaddadWaiting on a document the carrier asked for · in 1d
- Ana CastilloWaiting on a document the carrier asked for · in 2d
Your numbers
Active policies
35
Clients on the books
29
Renewing in 30 days
16
Pending cancellations
4
Documents missing
14
Open tasks
17
8 overdue
My open tasks
5
Leads in play
13
$26,814
Collected this month
$46,589.07
Agency income this month
$2,297.54
Fees only — the carrier’s money is not income
Policies I wrote this year
0
Commission owed to me
$0.00