Track and manage policy renewals
30 Days
1
60 Days
2
90 Days
3
In Progress
0
Completed
0
Lost
0
Retention
100%
| Client | Carrier | Line | Effective | Current | Renewal | Change | Status | Producer |
|---|---|---|---|---|---|---|---|---|
| Dallas Manufacturing 01 | Aetna | MEDICAL | Sep 1, 2026 | $120,000 | -- | -- | Upcoming | Demo Producer |
| Albuquerque Retail 04 | UnitedHealthcare | MEDICAL | Oct 4, 2026 | $130,500 | -- | -- | Upcoming | Demo Producer |
| New York Field Services 07 | Blue Cross Blue Shield | MEDICAL | Nov 6, 2026 | $141,000 | -- | -- | Upcoming | Demo Producer |
| Atlanta Technology 10 | Humana | MEDICAL | Dec 9, 2026 | $151,500 | -- | -- | Upcoming | Demo Producer |
| Phoenix Professional Services 13 | Cigna | MEDICAL | Jan 11, 2027 | $162,000 | -- | -- | Upcoming | Demo Producer |