Tuesday, January 20, 2026
Agency dashboard
A steady read on the book: premiums in force, renewals in motion, and today's follow-ups.
Premium in force
$59,100
Across 12 active policies
Active policyholders
8
2 households pending renewal
Renewals due in 30 days
5
$15,975 of premium to retain
Retention rate
93.4%
Trailing 12 months, all lines
Renewals at a glance
The next five policies coming due, oldest deadline first.
| Policy | Policyholder | Carrier | Due | Premium | Stage |
|---|---|---|---|---|---|
| RNT-20993-OR | Nakamura, Keiko | Pioneer Heritage | Jan 22, 2026 | $320 | Quoted |
Recent activity
Last 7 daysReviewed renewal quote for HOF-84220-OR; client asked about water-backup endorsement.
Lindqvist, Aaron · Today, 9:41 AM
Today's follow-ups
Mark items done as you work the list.
Call Nakamura to countersign renters renewal
Due Today · Mara Holloway