Agency
Lead & Policy Tracker
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New lead
New bound policy
Workers’ Comp & General Liability
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Agency settings
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Leads
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Sample data
— fictional EXAMPLE leads
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Commercial
Personal
All open leads
Policy cards
Customer list
Sort: Date received
Sort: Last contacted
Sort: Premium
Sort: Name
Sort: Effective date
Sort: Renewal date
Sort: Term length
Sort: Agent
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Date received
Last contacted
Premium min / max
State
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Lead source
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Lead info location
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Status
All
Carrier
All
Renews within (days)
Term length
All
6 months
12 months
Other
Not set
Not contacted in (days)
7
14
30
Agent
All
⚡ Auto rate next lead
Group by status
Insured
Type
Premium
Status
Received
Last contact
Undo
Import / Export
✕
Export CSV (spreadsheet)
Export JSON (full backup)
Import Excel / CSV…
Download import template (.xlsx)
Import JSON backup…
Data is saved in this browser. Export a JSON backup regularly.
Agents
✕
Agents (producers) who own policies. Renaming updates all their records.
Add
Import Excel / CSV
✕
Lead
✕
Not Bound lead
Bound policy
Insured name *
Company
Phone
Email
DOB (required to quote)
State
Policy type
Est. / target premium ($)
Lead source
Lead info location
Status
Agent
Date received
Last contacted
Bound policy
Target dates (optional)
Carrier *
Policy # *
Bound premium ($) *
Effective date *
Target effective date
Term length
—
6 months
12 months
Other…
Renewal date
*
Auto = effective + term (editable)
Bundle policy lines
Line type
Policy #
Carrier
Premium
Effective
Term (mo)
Renewal
+ Add line
Renewal auto-calcs per line (effective + term). Total premium = sum of lines (auto, still editable).
Address
Current carrier / X-date
Requested liability limits
Notes
Auto details
Vehicles (one per line: year make model / VIN)
Drivers (one per line: name, DOB, violations)
Commercial / trucking details
DOT #
MC #
# Power units
# Drivers
Radius
Commodities
Next follow-up
CTQ lead ID
Missing info (comma-separated)
Quoted options
Carrier
Premium
Coverage notes
Quote date
Selected
+ Add quote
Markets / brokers approached
Carrier / market / broker
Status
Premium
Note
+ Add market
Cancel
Save
Mark as Bound
✕
Carrier *
Bound premium ($) *
Bound by agent
Policy number *
Effective date *
Term length
—
6 months
12 months
Other…
Renewal date *
Auto = effective + term (editable)
Bundle policy lines
Line type
Policy #
Carrier
Premium
Effective
Term (mo)
Renewal
+ Add line
Renewal auto-calcs per line (effective + term). Bound premium = sum of lines (auto, still editable).
Cancel
Bind policy
Log contact
✕
Method
Call
Voicemail
Text
Email
In person
Next follow-up
Default: next business day
Note
Cancel
Log contact