Preview dataGK

Overview

Preview data

The book at a glance — production, pipeline, and renewals.

Book size
6
households
Premium in force
$10,820
annualized
Policies
7
in force
Open txns
3
in flight
Renewals
5
next 90 days
Prospects
1
in pipeline

Book by status

Active3
Cancelling1
Prospect1
Lapsed1

Book by source

toprates.ca3
referral2
walk-in1

Premium by carrier

Pembridge$8,420
Gore Mutual$2,400

Transaction pipeline

Submitted to carrier2
Completed1
Draft1