Retention pipeline
Renewals
Work every policy from first contact to countersignature, ninety days out.
In pipeline
10
Policies renewing within 180 days
Premium at stake
$43,860
Total annual premium in pipeline
Due within 14 days
3
Requires producer attention this week
Signed so far
2
$3,685 premium secured this cycle
Pipeline by stage
Advance a policy as you make contact, issue the quote, and collect the signature.
WCX-44108-OR
Workers Comp
Marsh & Sons Hardware LLC
Founders Commercial
$6,120
Feb 14, 2026
Agency standard: contact every policyholder 45 days before expiration.
Two policies are inside the 45-day window without a logged call. Begin with Marsh & Sons workers comp — it carries the largest premium at stake.