Dashboard

Here's what's happening with your quotes today.

Good Morning

March 8, 2026

Items needing attention14

Quotes pending review8

Policies bound this week12

Quote Tokens

9,847

153 used · 1 token = 1 quote

QUAD AIOnline

Actions processed overnight24

Renewals auto-queued7

Total Revenue

$284,312

+12.3%vs last month

Active Quotes

Conversion Rate

47.7%

Total Customers

3,382

Carrier Distribution

Quotes by carrier this month

Progressive28%

National General22%

Dairyland18%

Bristol West15%

Foremost10%

Other7%

Activity

Policy bound for James Smith — Progressive $1,284/6mo

12 min ago

Quote created for Mary Johnson — 4 carriers returned

28 min ago

Renewal interview due: Robert Williams — 14 days

1 hr ago

Policy bound for Patricia Brown — National General $892/6mo

2 hr ago

Quote created for John Jones — 6 carriers returned

3 hr ago

New customer added: Jennifer Garcia from Gail AI call

4 hr ago