Notifications
Your recent activity and alerts across the portal.
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3
Total
8
Alerts
1
Policy approved
PolicyPolicy #HO3-2024-001 has been approved and is now active.
2 min ago
New lead assigned
LeadSarah Mitchell (Prospective) has been assigned to your queue.
1 hr ago
Document processed
Document9913-SurreyRose-Quote.pdf extracted and ready for review.
2 hr ago
Quote sent to client
QuoteQuote Q-2024-041 was sent to Mark Johnson via email.
3 hr ago
Policy renewal upcoming
RenewalPolicy #HO6-2023-089 expires in 14 days. Start renewal now.
5 hr ago
Document processed
Document28417-HO6-Decl.pdf successfully extracted and stored.
Yesterday
High-value policy flagged
AlertQuote for Linda Torres ($2,800 premium) requires supervisor approval.
2 days ago
Quote accepted
QuoteDavid Lee accepted quote Q-2024-039. Ready to bind.
3 days ago