Active workstreams
8 / 14 / 22
auto-on-hands
Quotes today
14
today · avg turnaround 14m 21s
Open claims
3
1 in negotiation · 1 home wk-3
New WIP value
$48.2k
▼ -7.1k vs Mon · 5 quotes out
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cois_agent dispatched COI #1 of 12 for Oakview HOA
ams360 file carrier download
Travelers · 14 policy updates · 2 cancellations queuedJordan sent Keystone HVAC auto quote to Progressive · 14-vehicle fleet
renewal_agent opened Henderson Dental Group renewal · 90-day mark · pulled 5 alternate quotes
travelers dental letter received · Acme ·
CL-30421 · claim acknowledged · EVIDENCE INSUFFICIENTJennifer accepted endorsement · Travis Plumbing · liability $1M from $2,500
bots_agent flagged variance — expected $4,260 · received $3,560 · INVESTIGATE
key reconciled USAA Marco commissions in QuickBooks · matched to GL · OK