Executive Overview

Live

Guided Demo

Premium Growth Opportunity

AI detected 23 households with incomplete coverage. Estimated additional premium: $47,200/year.

North Star Metric

YTD

$2.4M

Bound Premium

vs. Last Year

+18.4%

Goal Progress

78%

This Month

$184K

Active Policies

1,248

+8.2%

vs last month

Quote-to-Bind Rate

34.2%

+4.1%

vs target

Digital Collections

$156K

-2.3%

vs target

Retention Rate

89.4%

+1.2%

vs benchmark

Premium Growth

Monthly bound premium vs target

Recent Activity

Policy Bound

2 min ago

Johnson Auto policy bound with Progressive - $1,240/yr

Payment Received

15 min ago

Williams Home - $324.00 via ACH

Quote Generated

32 min ago

Martinez Family - 4 carrier quotes ready

Renewal Risk

1 hr ago

Thompson Auto - competitor quote detected

New Lead

2 hrs ago

Website form - Auto + Home bundle request

Sales Pipeline

Active opportunities

New Leads

42 opportunities

$89,400

+12%

Quoting

28 opportunities

$124,200

+8%

Proposal

15 opportunities

$67,800

-3%

Closing

8 opportunities

$42,100

+22%

Key Conversion Metrics

vs. targets

Quote-to-Bind34%

Target: 30%

ACH Adoption62%

Target: 70%

Autopay Rate48%

Target: 55%

Cross-sell22%

Target: 25%

Carrier Distribution

By premium volume

Progressive

35%

Travelers

25%

Hartford

20%

Safeco

12%

Other

Revenue Streams

Platform monetization breakdown

SaaS Subscription

$8,400

MRR

Payment Processing

$3,240

This month

Premium Finance

$1,890

Referral revenue

Carrier Partnerships

$2,100

Bonus revenue