Policies
Manage and track all insurance policies
Total Policies
8
Active Policies
5
Pending Renewal
1
Active Premium
$25,980
| Client | Carrier | Premium | Effective | Status | Payment | Actions | |
|---|---|---|---|---|---|---|---|
HO-2024-78432 Homeowners | Sarah Johnson | State Farm | $2,450 /year | 2024-01-15 to 2025-01-15 | Active | Current | |
AU-2024-34521 Auto | Michael Chen | Progressive | $1,680 /year | 2024-03-01 to 2024-09-01 | Active | Current | |
GL-2024-89234 Commercial | Tech Solutions LLC | Hartford | $8,900 /year | 2024-02-01 to 2025-02-01 | Active | Past Due | |
UMB-2024-12098 Umbrella | Sarah Johnson | Travelers | $450 /year | 2024-01-15 to 2025-01-15 | Active | Current | |
AU-2024-56789 Auto | Emily Rodriguez | Geico | $1,200 /year | 2024-04-15 to 2024-10-15 | Pending Renewal | Current | |
HO-2023-23456 Homeowners | David Kim | Allstate | $3,200 /year | 2023-06-01 to 2024-06-01 | Expired | Current | |
AU-2024-67890 Auto | Jessica Martinez | Liberty Mutual | $1,450 /year | 2024-02-01 to 2024-08-01 | Cancelled | Refunded | |
WC-2024-45678 Commercial | Downtown Restaurant Group | Chubb | $12,500 /year | 2024-01-01 to 2025-01-01 | Active | Current |