Sample dashboard — illustrative data for Northbank Insurance Brokers, a demonstration agency.

Overview

Regina, SK · updated moments ago

AI ops running
Policies in force
1,404
+38 this month
Quotes started by AI
87
after hours
Renewals reshopped
112
41 switched and saved
New reviews
16
4.8 average

Recent reviews

Live
ClientCoverageReviewBrokerSource
W. FontaineHome — renewalMon 09:30IyerAI receptionist
K. OsborneAuto + home bundleMon 14:00BrandtReferral
A. DhillonAuto — high riskTue 10:00IyerAI receptionist
Rivera ContractingCommercial liabilityWed 11:00BrandtWebsite
S. NakashimaLife — term reviewSat 09:30IyerReminder email

What the AI did

Today
  • Started 87 quotes outside office hours, with vehicle and property details already captured.
  • Flagged 112 upcoming renewals for reshopping — 41 clients switched and saved.
  • Answered 176 coverage questions using the agency's own policy summaries.
  • Escalated 5 active claims to a broker for same-day callback.
  • Reminded 60 clients of documents needed before their renewal date.