Book & compliance
Preview dataThe book by line, carrier and renewal month — and the supervision view: every exception derived from the record, not from a checklist someone maintains.
Policies in force
7
live book
Retention
88%
1 cancelled · 0 lapsed
Open exceptions
6
need review
Renewing ≤12mo
7
scheduled
Premium by line
Auto · 4$8,300
Homeowner · 1$1,840
Tenant · 2$680
Premium by carrier
Pembridge · 4$8,420
Gore Mutual · 3$2,400
Renewals by month
The next twelve months of expiries.
Sep 20261 · $1,720
Nov 20262 · $2,300
Jan 20273 · $4,660
Jun 20271 · $2,140
E&O exceptions
Overdue follow-ups
1- Prospect follow-up — Gurpreet Sandhu quoteGurpreet Sandhudue Jul 27, 2026
Signature not on file
3Awaiting carrier acknowledgement
1- TXN-3041Seyed Moein Abtahi5 days
Licence expiries
ClearNothing outstanding.
In force past expiry
ClearNothing outstanding.
No CASL consent basis
1- Nikolai PetrovPETROVNI01no express or implied basis