Active Quotes
342
+28 from last week
Policies Bound
89
+12 this month
Commission MTD
$18.4K
+22% vs prior
Carriers Queried
1,247
+186 this week
Monthly Premium Revenue
Recent Activity
- Quote #4821 bound — Progressive, $3,890/yr 12 min ago
- Renewal alert — Rivera Landscaping, GL due Jun 15 34 min ago
- Commission received — Coterie, $482.00 1 hr ago
- New client — Summit Plumbing added to book 2 hr ago
- Quote #4818 expired — Pie Insurance, needs reshop 3 hr ago
Quote #4821 — Rivera Landscaping, General Liability
5 carriers queried in 4.2s
AI Ranked
| Carrier | Annual Premium | Deductible | Coverage | Rating | Status |
|---|---|---|---|---|---|
| Bindable | $3,650/yr | $1,000 | $1M/$2M | Best Rate | |
| Progressive | $3,890/yr | $500 | $1M/$2M | Recommended | |
| Next Insurance | $3,940/yr | $1,000 | $1M/$2M | Available | |
| Coterie | $4,120/yr | $500 | $1M/$3M | Available | |
| Pie Insurance | $4,380/yr | $2,500 | $1M/$2M | Available |
AI Recommendation
AI
Progressive ($3,890/yr) is recommended despite not being the lowest rate. The $500 deductible (vs $1,000 at Bindable) provides better claims experience for a landscaping operation with high equipment exposure. Progressive also offers a 12% multi-policy discount if Rivera bundles their commercial auto. Estimated savings with bundle: $1,420/yr across both policies.
Book of Business
| Client Name | Policies | Premium Total | Renewal Date | Status |
|---|---|---|---|---|
| Rivera Landscaping | 3 | $12,400 | Jun 15, 2026 | Active |
| Mountain Coffee Roasters | 1 | $2,800 | Jul 22, 2026 | Active |
| Summit Plumbing Co | 2 | $8,640 | Aug 03, 2026 | Active |
| Desert Sun Electric | 4 | $18,200 | May 30, 2026 | Renewal |
| Pine Valley Dental | 2 | $6,350 | Sep 12, 2026 | Active |
| Red Rock Construction | 5 | $34,100 | Jun 01, 2026 | Renewal |
Upcoming
4Desert Sun Electric
Commercial Property
Renews: May 30
$8,400/yr
Red Rock Construction
General Liability
Renews: Jun 01
$14,200/yr
Rivera Landscaping
Commercial Auto
Renews: Jun 15
$4,600/yr
Mountain Coffee Roasters
BOP
Renews: Jul 22
$2,800/yr
Shopping
2Eastside Auto Body
Workers Comp
3 carriers queried
$6,200/yr current
Cedar Creek Farms
Farm & Ranch
5 carriers queried
$9,800/yr current
Quoted
3Valley Pet Hospital
Professional Liability
Best: $3,180 (Coterie)
$3,180/yr quoted
Granite State HVAC
General Liability
Best: $5,440 (Progressive)
$5,440/yr quoted
Bright Smiles Dental
BOP + Cyber
Best: $4,750 (Bindable)
$4,750/yr quoted
Review
1Alpine Ski Rentals
Commercial Package
Client reviewing proposal
$11,600/yr quoted
$42.8K
Total YTD
$18.4K
This Month
$3.2K
Pending
Commissions by Carrier
| Carrier | Policies | Commission Rate | Earned Amount | Status |
|---|---|---|---|---|
| Progressive | 28 | 15% | $12,480 | Paid |
| Coterie | 19 | 12% | $8,640 | Paid |
| Bindable | 22 | 14% | $9,380 | Paid |
| Pie Insurance | 11 | 10% | $5,220 | Paid |
| Next Insurance | 14 | 11% | $3,880 | Pending |
| Thimble | 7 | 13% | $3,200 | Pending |
Monthly Revenue
Conversion Funnel
Quotes
342
Proposals
156
Bound
89
45.6%
Quote to Proposal
57.1%
Proposal to Bind
26.0%
Overall Close Rate
Carrier Performance Ranking
1
Progressive
94 / 100
2
Bindable
91 / 100
3
Coterie
88 / 100
4
Next Insurance
85 / 100
5
Pie Insurance
82 / 100
6
Thimble
79 / 100