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Welcome,

Joe Gibson

Dashboard
Users
Applicants List
Document
All Policies
Graph
Book of Business
Add User Male
New Leads
Settings
Settings
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Applicants List

Add User Male
Add New App
Conference
Total Applicants

0

Check Mark
Active Applicants

0

Documents
Total Policies

0

Check File
Total Active Policies

0

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App Name
App Email
App Phone
App Status

All Policies

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Policy Holder
Policy Description
Effective Date
Expiration Date
Policy Status

Book of Business

Total Active Premium—
$—
Sum of Premium for Active policies
Total Policies—
—
All policies in policies collection
Average PremiumActive
$—
Average Premium per Active policy
Expiring SoonNext 30 days
—
Active policies with an Expiration_Date soon

Policies Expiring by Month

Next 12 months (Active)

Premium by Line of Business

Active (Top LOBs)

Premium by Assigned Agent

Top 8 agents (Active)

Quick Breakdown

Active vs Cancelled

Account Settings

Account Name
Joe Gibson
Account Email
joegibson@thegibsonagency.com
Account Phone
(999) 999-999
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All Applicants

John Smith

Profile
Comments
Documents
Policies
Dollar Coin
Active Policy Premiums

$4,289.54

Instagram Check Mark
Total Active Policies

4

Schedule
Start Date

10/12/25

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Applicant Info

Full Name
Email Address
Cell Phone Number
Work Phone Number
Marital Status

Applicant Address

Address
City
State
Zip

Applicant Previous Address

If moved within 3 years.
Address
City
State
Zip

Agency Info

Lead Source
Assigned Producer
Account Status
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Tasks

Task Title
Task Description
ScheduleAdd Task
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Comment History

Insert Page
Add Document



Document ID
Document Date
Document Date





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Add Policy
Policy Type
Policy Description
Effective Date
Expiration Date
Policy Status





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All Policies
Policy Number
92837498327
Policy Holder
Full Name
Email Address 
Applicant Address
Address
City
State
Zip
Policy Information
Policy Description
Policy Number
Effective Date
Expiration Date
Total Premium
Policy Status
Carrier Information
Carrier
Writing Company
NAIC
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All Applicants
New Applicant 
Add New
Create New Applicant
Applicant Details
Account_Name
First_Name
Last_Name
Account_Type
Age
Gender
Education
Marital_Status
Occupation
Applicant Address
County
Address_Line1
Address_Line2
Address_City
Address_State
Address_Zip
Address_Zip_Plus_4
Address_Unit_Number
Applicant Contact Info
Email_Primary
Done
Enable primary email.
Email_Alternate
Email_OptOut_Primary
Email_OptOut_Alternate
Done
Enable alternate email.
Phone_Home
Phone_Cell
Applicant Business Details 
Business_Name
Email_Business
Email_OptOut_Business
Done
Enable alternate email.
Phone_Work
Phone_Business
Is_Commercial
Done
Is commercial applicant.
Commercial_SIC_Code
Applicant Policy Info
Applicant_Type
Applicant_Name
Nickname
Active_Policy_Count
Has_Policy
Active_Policy_Premium
Auto_Carrier
Auto_Policy_Number
Auto_Policy_Sold_Date
Auto_Policy_Term
Auto_Premium
Auto_Renewal_Date
Home_Premium
Home_Policy_Number
Home_Policy_Sold_Date
Home_Carrier
Home_Policy_Term
Home_Renewal_Date
Is_Package
Applicant Personal Info
Assigned_Producer
Branch_Name
CSR
Created_Date
Customer_Lead_Created_Date
Inactive_Policy_Count
Inception_Date
Is_VIP
Last_Modified_Date
Lead_Priority
Lead_Source
Lead_Status
Policy_Count
Probability_Of_Sale
Quote_Count
Relation
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Applicant Name
New Policy 
Add New
Create New Policy
Policy Details
Account_Name
Department
LOB_Code
LOB_Is_MotorCycle
LOB_Origination_Date
Line_Of_Business
Master_Company
Policy_Description
Policy_Number
Policy_Type
Rating_State
Source
Status
Sub_LOB
Transaction_Type
Transaction_Type_Code
Writing_Company_Name
Branch_Name
Assigned_Agent
Agency
Applicant_ID
Agency_Code
Billing_Company
Billing_Type
Commission_Agency
NAIC_Code
Premium_Changed
Policy_Master_ID
Premium_Estimated_Fees
Premium_Taxes
Producer_Code
Producer_Code_Override
Service_Team
Service_Team_Override
Policy Premium
Annualized_Premium
Premium
Premium_Full_Term
Policy Dates
Change_Date
Cancellation_Date
Download_Date
Effective_Date
Expiration_Date
Policy_Creation_Date
Policy_Last_Modified_Date
Term
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New Leads
Lead Name
Email Address
Phone Number
Submitted



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Lead Name
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Lead ID: 
Lead ID 
Full Name
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Email Address
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Submission Date
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