Active Policies
1,247
↑ 12.5% from last month
Pending Quotes
38
↑ 8 new this week
Monthly Premium
$2.4M
↑ 3.2% increase
Renewal Rate
94.2%
↑ Industry leading
Recent AI Agent Activity
AI bound Progressive GL policy for Smith Construction AI
2 hours ago
Smart renewal quote sent to Apex Plumbing AI
4 hours ago
Coverage gap identified - auto-quoted 5 clients AI
5 hours ago
Renewal strategy updated based on loss ratios AI
6 hours ago
Cross-sell opportunity identified for Premium Retail Inc AI
8 hours ago
Upcoming Renewals This Week
Golden State Manufacturing
Property | Expires in 3 days
Riverside Healthcare
General Liability | Expires in 4 days
Tech Innovations LLC
Workers Comp | Expires in 5 days
Premium Trend (Last 6 Months)
| Client | Line of Business | Carriers Quoted | Best Premium | Status | Date |
|---|---|---|---|---|---|
| Smith Construction | General Liability | 5 | $18,500 | Bound | Apr 2, 2026 |
| Apex Plumbing | Workers Comp | 7 | $24,200 | Bound | Mar 30, 2026 |
| Golden State Manufacturing | Property | 4 | $42,100 | Pending | Mar 28, 2026 |
| Riverside Healthcare | General Liability | 6 | $31,500 | Bound | Mar 25, 2026 |
| Premium Retail Inc | Business Owners Policy | 5 | $15,800 | Bound | Mar 20, 2026 |
| Tech Innovations LLC | Professional Liability | 3 | $22,400 | Pending | Mar 18, 2026 |
| Sunset Restaurant Group | General Liability | 5 | $12,100 | Bound | Mar 15, 2026 |
| Mountain Logistics | Auto Liability | 6 | $28,600 | Bound | Mar 12, 2026 |
| Urban Development Corp | Property | 4 | $35,200 | Pending | Mar 10, 2026 |
| Wellness Center Partners | General Liability | 5 | $19,900 | Bound | Mar 8, 2026 |
| Policy # | Client | Carrier | Line | Premium | Effective Date | Expiration | Status |
|---|---|---|---|---|---|---|---|
| POL-001 | Smith Construction | Progressive | General Liability | $18,500 | Apr 1, 2025 | Apr 1, 2026 | Active |
| POL-002 | Apex Plumbing | Travelers | Workers Comp | $24,200 | Mar 15, 2025 | Mar 15, 2026 | Active |
| POL-003 | Golden State Manufacturing | Factory Mutual | Property | $42,100 | Jan 1, 2025 | Jan 1, 2026 | Pending |
| POL-004 | Riverside Healthcare | AIG | General Liability | $31,500 | Feb 20, 2025 | Feb 20, 2026 | Active |
| POL-005 | Premium Retail Inc | Liberty Mutual | BOP | $15,800 | Mar 1, 2025 | Mar 1, 2026 | Active |
| POL-006 | Tech Innovations LLC | Chubb | Professional Liability | $22,400 | Dec 1, 2024 | Dec 1, 2025 | Pending |
| POL-007 | Sunset Restaurant Group | Travelers | General Liability | $12,100 | Apr 15, 2025 | Apr 15, 2026 | Active |
| POL-008 | Mountain Logistics | Cincinnati Insurance | Auto Liability | $28,600 | Feb 1, 2025 | Feb 1, 2026 | Active |
| POL-009 | Urban Development Corp | Hartford | Property | $35,200 | Jun 1, 2024 | Jun 1, 2025 | Expired |
| POL-010 | Wellness Center Partners | Ace Insurance | General Liability | $19,900 | Jan 15, 2025 | Jan 15, 2026 | Active |
Smith Construction
Heavy Construction
Policies
3
Annual Premium
$89,200
Risk: Medium
Apex Plumbing
Plumbing Services
Policies
2
Annual Premium
$54,100
Risk: Low
Golden State Manufacturing
Manufacturing
Policies
4
Annual Premium
$156,400
Risk: High
Riverside Healthcare
Medical Services
Policies
5
Annual Premium
$234,600
Risk: Medium
Premium Retail Inc
Retail
Policies
3
Annual Premium
$78,900
Risk: Low
Tech Innovations LLC
Software Development
Policies
2
Annual Premium
$42,100
Risk: Low
Sunset Restaurant Group
Food & Beverage
Policies
4
Annual Premium
$98,700
Risk: Medium
Mountain Logistics
Transportation
Policies
3
Annual Premium
$112,400
Risk: High
Urban Development Corp
Real Estate Development
Policies
5
Annual Premium
$189,600
Risk: High
Wellness Center Partners
Health & Fitness
Policies
2
Annual Premium
$61,500
Risk: Low
Golden State Manufacturing
Property Insurance
3 days
Current Carrier
Factory Mutual
Current Premium
$42,100
Status
Re-Marketing
🤖Re-market — AI found 18% savings with Coterie. Quote in progress.
Riverside Healthcare
General Liability
4 days
Current Carrier
AIG
Current Premium
$31,500
Status
Auto-Renewed
✅Auto-renewed — best rate confirmed with AIG. Policy bound.
Tech Innovations LLC
Professional Liability
5 days
Current Carrier
Chubb
Current Premium
$22,400
Status
Needs Review
⚠️Needs review — coverage changes detected. Recommend schedule call with client.
Sunset Restaurant Group
General Liability
12 days
Current Carrier
Travelers
Current Premium
$12,100
Status
Re-Marketing
🤖Re-marketing — comparing 6 carriers. Quotes expected within 2 days.
Premium by Carrier
Quote-to-Bind Ratio
Monthly Premium Trend (Last 12 Months)
Agency Profile
Agency Name
Demo Agency
License #
LIC-2024-12345
Address
San Francisco, CA
Phone
(555) 123-4567
Carrier Connections
Progressive
Travelers
Liberty Mutual
Hartford
AIG
Chubb
Factory Mutual
Cincinnati
Coterie
Ace Insurance
AI Agent Configuration
Auto-quote on inquiry
Smart renewal alerts
Commission tracking
Client portal access
Loss ratio monitoring