Commission · July
$48.2k
AR $23.4k
$6.1k 45+ days
▲ 9% YoY
Premium vs $500k target
$412k
82%day 22/31
▲ 11 pts ahead of pace
Retention · T12
91.4%
▲ 0.6 YoY · goal 90%
Policies in force
1,284
$4.68M book
▲ 38 net QTD
AI · Attention
$52.0k renews in 10 days — untouched
·
Maskat re-marketing — loss runs ordered
·
Hearn invoice 62 days — call
Renewal calendar
Next 30 days · $159.7k
Jul 11Aug 1Aug 9
Less
More
untouched
Table
Carrier scorecard
Priority accounts
6 accounts · $140.1k
AI service desk
11 overnight
- 9:48 PMACORD 25 COI issued — GC holder, parties emailed.
- 7:02 AMCLM-2214 hail — adjuster Thu 9 AM.