Dashboard

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Cutover clock —

Priors · Today

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new prior requests

PTOs · Today

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new commitment orders

Action Queue

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items needing a human

FTO queue · closed & unfinished

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policy value pending

Lead Source

priors · last 90 days

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Underwriter Mix

policies · year to date

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Revenue & Volume

rolling 365 days · live

Policy Value (as captured)

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LTI Net

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Avg LTI Net

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Gross Units

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Pending Units

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Pending Value

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Source Today7 Day 1 Month3 Month 6 Month12 Month YTD
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New records captured per window — priors + policies combined, split by lead source.

Avg Response Time

last 30 days · live

Priors — first reply

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PTOs — commitment out

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Pipeline Health

live
Active firms—
Policies complete, unpaid—
AoU not on record (closed deals)—
Touchpoints cadenceparked until the Sales phase