Producer.Directory

Welcome back, Agent

Here's what's happening with your business today.

Total Pipeline
$284,520

+12.5% from last month

Active Leads
42

8 need follow-up

Closed Deals
15

This month

Compliance
92%

2 licenses expiring soon

Book of Business
JS
John Smith
Life Insurance
$2,400/yr
Active
SJ
Sarah Johnson
Health Insurance
$3,600/yr
Active
MD
Mike Davis
Auto Insurance
$1,200/yr
Renewal Due
LA
Lisa Anderson
Property Insurance
$4,800/yr
Active
TW
Tom Wilson
Life Insurance
$1,800/yr
Active
Contracting Status
State Farm
3 contracts
85%
Commission
Active
Nationwide
2 contracts
90%
Commission
Active
MetLife
1 contracts
80%
Commission
Pending
Progressive
4 contracts
88%
Commission
Active
Quick Contacts
Robert Chen
(555) 123-4567
Emily Parker
(555) 234-5678
David Martinez
(555) 345-6789
Jessica Lee
(555) 456-7890
Today's Schedule
9:00 AM
Client Meeting - John Smith
11:30 AM
License Renewal Due - CA
2:00 PM
Team Call
4:00 PM
Follow-up - Sarah Johnson
Recent Calls
Lisa Anderson
10 min ago
12:34
outgoing
Tom Wilson
1 hour ago
5:22
incoming
Emily Chen
2 hours ago
18:45
outgoing
License Status
California
Life & Health
90 days
to expiry
New York
Property & Casualty
180 days
to expiry
Texas
Life Insurance
45 days
to expiry
Florida
Health Insurance
120 days
to expiry