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Book of Business — Live Overview
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Last updated: today, 8:41 AM
Total Book of Business
$3.84M
Annualized premium in force
Active Policies
612
Across 5 lines of business
Retention Rate
91.4%
+1.2 pts vs last year
Renewals Due — 30 Days
24
$186K in premium at risk
Renewal Pipeline
SORTED BY DAYS REMAININGPolicyholder
Line
Premium
Expires
9
DAYS
DAYS
Marisol Fernandez
Non-renewal risk — carrier exited market
Homeowners
$4,120
Aug 18
14
DAYS
DAYS
Duval Freight & Logistics LLC
Commercial auto fleet, 6 vehicles
Commercial Auto
$11,850
Aug 23
31
DAYS
DAYS
Robert & Lindsey Okafor
Bundled home + auto
Home/Auto
$3,340
Sep 9
42
DAYS
DAYS
Cabrera Family Dental PLLC
Commercial property + liability
Commercial Prop.
$6,700
Sep 20
67
DAYS
DAYS
Thomas Whitfield
Flood policy, coastal zone
Flood
$2,180
Oct 15
74
DAYS
DAYS
Priya & Arjun Mehta
Umbrella, $2M coverage
Umbrella
$1,410
Oct 22
Commission Trend
TRAILING 12 MONTHSClick a month to see its detail →
Carrier Exposure
SHARE OF BOOK BY CARRIERCarrier
Share
New Business Pipeline
OPEN QUOTESProspect
Line
Stage
Est. Premium