⚡ Today
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Renewals Due
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Tasks Due
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Follow-ups
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Birthdays
Active Agents
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— new this month
Total Premium
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— this month
Renewals Due 30d
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Upcoming renewals
Total Customers
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— active policies
Monthly
Premium Performance
Top Agents
(Month)
Recent Activity
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Follow-ups Today0
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Team Joining Code
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Total Agents
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Active
0
Inactive / Pending
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Team Members
| Agent | Code | Phone | City | Status | Policies | Premium | Customers | Actions |
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Customer Database
| Name | Phone | City | Segment | Policies | Premium | KYC | Agent | Actions |
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Total Leads
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Interested
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Converted
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Overdue Follow-ups
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Lead Pipeline
| Name | Phone | Interested In | Source | Status | Follow-up | Agent | Actions |
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Policy Register
| Policy No. | Plan Name | Category | Customer | Company | Premium | Sum Assured | Expiry | Status |
|---|---|---|---|---|---|---|---|---|
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Pending
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Collected This Month
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Overdue / Missed
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Renewal Tracker
| Customer | Policy No. | Plan | Due Date | Days Left | Premium | Agent | Action |
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Total Claims
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Settled
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Processing
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Claims Register
| Claim No. | Customer | Policy No. | Type | Amount | Claim Date | Status | Action |
|---|---|---|---|---|---|---|---|
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Total Earned
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Paid Out
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Pending Payout
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Commission History
| Agent | Policy | Type | Rate % | Amount | Status | Date | Action |
|---|---|---|---|---|---|---|---|
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By Agent
Task Manager
| Task | Type | Agent | Due | Priority | Status | Action |
|---|---|---|---|---|---|---|
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Set Monthly
Target
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Team Progress vs Target — This Month
Broadcast
to Team
Announcement History
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Team Documents
| File Name | Type | Customer | Agent | Uploaded | Actions |
|---|---|---|---|---|---|
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Premium by
Category
Renewal
Collection Trend
Lead Funnel
Inactive Agents (60d)
| Agent | Phone | Last Policy | Action |
|---|---|---|---|
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Monthly
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