Clients

Total Clients
on your register
Active Policies
currently live
Renewals (30 days)
Annual Premium
total book value
All Clients
All
Renewing Soon
Quoting
ClientPolicy TypeInsurerPremiumRenewalStatus
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Renewals

Due in 14 days
Urgent action
Due in 30 days
Send packs
Due in 90 days
Plan ahead
Pipeline Active
Quotes in progress
🔴 Urgent — within 14 days
ClientPolicyPremiumDays LeftAction
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🟡 Due in 30 days
ClientPolicyPremiumDays LeftAction
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📅 Upcoming — 30–90 days
ClientPolicyPremiumDays Left
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Quote Pipeline

Active Quotes
Pipeline Value
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Bound Value
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Documents

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