Overview
Total Policies
2,543
+12.5% from last month
Active Clients
1,823
+8.2% from last month
Pending Claims
342
+4.3% from last month
Revenue
$534,124
+15.3% from last month
Recent Activity
New policy #12458 created
2 hours ago
Claim #45789 updated
4 hours ago
Client meeting scheduled
Yesterday
Tasks
Review pending claims
Due today
Update client documents
Due tomorrow
Prepare monthly report
Due in 2 days
| Client | Status | Policies | Last Contact | Actions |
|---|---|---|---|---|
|
JD
John Doe
john.doe@example.com
|
Active | 3 Policies | 2024-01-15 | |
|
JS
Jane Smith
jane.smith@example.com
|
Pending | 1 Policy | 2024-01-14 | |
|
RJ
Robert Johnson
robert.j@example.com
|
Active | 2 Policies | 2024-01-13 |
Showing 1 to 3 of 12 results
Life Insurance - Premium
Policy #LF-2024-001
Health Insurance - Family
Policy #HF-2024-002
Property Insurance
Policy #PR-2024-003
Total Claims
124
Pending Claims
45
Approved Claims
79
Recent Claims
| Claim ID | Client | Policy Type | Amount | Status | Filed Date | Actions |
|---|---|---|---|---|---|---|
| #CLM-2024-001 | John Doe | Life Insurance | $5,000 | Pending | Jan 15, 2024 | |
| #CLM-2024-002 | Jane Smith | Health Insurance | $2,500 | Approved | Jan 14, 2024 |
Showing 1 to 2 of 27 results
Performance Analytics
Total Revenue
42,384
+12.5% from last periodNew Policies
284
+8.2% from last periodClaims Ratio
24.8%
+2.1% from last periodCustomer Satisfaction
94.2%
+1.2% from last periodRevenue Trend
Revenue Chart Placeholder
Policy Distribution
Distribution Chart Placeholder
Claims Analysis
Claims Chart Placeholder
Customer Growth
Growth Chart Placeholder
Policy Documents
143 files
Claim Forms
89 files
Pending Reviews
27 files
Archives
521 files
Recent Documents
Policy_Renewal_2024.pdf
Updated 2 hours ago • 2.4 MB
Claims_Report_Q1.xlsx
Updated yesterday • 1.8 MB
Calendar
Settings
