PC
AgentAssigned book

Dashboard

Attention, pipeline, service and workload across your assigned book.

Open Work

5

5 due today

Open →

Overdue

1

0 breached

Open →

SLA Risk

3

Across service and renewals

Open →

Needs Response

2

Client follow-up

Open →

Active Pipeline

3

3 actions due

Open →

Renewals Due

5

Next 30 days

Open →

Service Requests

3

1 waiting

Open →

Claims Follow-up

2

Servicing only

Open →

Needs attention
Ordered by client impact, SLA and servicing risk.
Open Work Center →
1Annual Household ReviewRuiz Household · REV-2048Due soonReview →2Address & Coverage UpdateRuiz Household · SR-1187At riskReview →3Document VerificationRuiz Household · DOC-4412In progressReview →4Claim information follow-upRuiz Household · CLM-6042Needs actionReview →
Book workload snapshot
Current work across assigned households.
RH

Ruiz Household

5 open · 1 SLA risk

82%HighCH

Chen Household

3 open · renewal due

74%Due soonMH

Morgan Household

2 open · 1 waiting

63%On trackCH

Carter Household

4 open · claim follow-up

78%High
Pipeline snapshot
Open pipeline →

$84.5K

Open pipeline

3

Open opportunities

1

Needs review

1

Referral required

3

Next actions due

Umbrella Coverage ReviewRuiz Household · OPP-2104 · Needs Agent ReviewReview →
Service & renewals
View service →

3

Service requests

1

At risk

5

Renewals next 30 days

3

Review required

2

Claims follow-up

2

Unread messages