OH

Good morning, Omar

Policies, claims and renewals for an independent insurance agency.

New policy

Premium writtenLast 12 months

$1,326,248This year, this month
0365k729k1.1M1.5MOctNovDecJanFebMarAprMayJunJulAugSep
This yearLast year
Written premium$1,488,000+12.7% vs last month
Active policies4,175+5.2% vs last month
Open claims74+5.7% vs last month
Renewal rate96.7%+4.8% vs last month

Recent policiesView all

PolicyHolderLinePremiumStatus
POL-1045MUMarco UsmanAuto$10,771Lapsed
POL-1047JTJonah TanakaAuto$9,356Renewal due
POL-1055BDBen DiazAuto$6,567Active
POL-1061PFPaula FerreiraAuto$2,736Active
POL-1068FRFarid RossiAuto$1,200Active
POL-1079EIEthan IbrahimBusiness$3,118Active

Policies by line

168total
Auto 12%Home 18%Business 29%Life 17%Travel 24%

Latest activityAll

  • SK
    Sara KowalskiNew auto policy bound for Chen family
    38m
  • PT
    Paula TanakaClaim CLM-1122 approved
    23m
  • DF
    Daniel FischerRenewal reminder sent to 40 clients
    25m
  • JZ
    Jonah ZhangQuote requested for a bakery
    31m
  • FN
    Fatima NovakPayment received for policy HM-2231
    45m