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Dashboard
At-a-glance insights for your book of business
Total Clients
0
Active Policies
0
Open Tasks
0
Commissions (Month)
£0
Upcoming Renewals (Next 45 Days)
No upcoming renewals in the next 45 days.
Clients by Status
Policies by Status
Monthly Commissions (Last 6 Months)
Recent Activity
No activity yet. Start by adding a client.
Clients & Prospects
Manage your book of business
| Name | Status | Phone | Docs | Actions |
|---|
Policies
Track coverage and renewals
| Client | Carrier | Product | Policy # | Premium | Status | Actions |
|---|
Tasks & Follow-ups
Never miss a renewal or call
| Task | Linked To | Due Date | Status | Actions |
|---|
Commissions
Simple commission tracker
| Date | Client / Policy | Carrier | Amount | Status | Actions |
|---|
Calendar & Notes
Click any day to add or edit a note / reminder
How to use the Calendar:
- Click any day to add or edit a note
- Days with notes are highlighted in yellow
- Click a day that already has a note → then click Delete Note to remove it
- Upcoming notes appear in the list below
Notes this month
0
Upcoming reminders
0
Upcoming Notes & Reminders
Tools
Helpful calculators for daily work
Tax Estimator
Rough annual tax estimate (UK or USA)
Disclaimer: This is a simplified estimate only. It does not include state taxes (USA), personal allowances taper variations, tax credits, or other deductions. Always check with a qualified tax advisor or official government calculator for accurate figures.
Quick Calculator
Simple arithmetic helper