Leads by Status
Post-Sales Overview
Recent Activity
Leads
Manage your insurance leads
🔍
| # | Name | Phone | Insurance | Status | Follow-up | Notes |
|---|
Post-Sales
Manage active policies & renewals
🔍
| # | Customer | Phone | Insurance | Insurer | Policy No. | Premium | Renewal Date | Status |
|---|
Reports
Business performance & analytics
📈
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User Management
Manage CRM users and permissions
Audit Log
Track all changes made in the CRM
Security Log
Monitor login attempts and unauthorized access
Today's Follow-ups
📅
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Agent Performance
Last 30 days activity per agent
🏆
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Email Templates
Pre-written emails for leads and renewals
✉️
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