Greyline Command · Monday, Oct 5

Good morning, Chris

14 items need a decision today. Everything consequential is waiting for you.

Written premium · month to date

$431,200

+4.7% vs Sep

Binds this month

+4 vs pace

Open leads

14 high intent

Retention · 12 mo

89.4%

−0.3 pts

Renewals at risk

$18,640

3 households

Book mix

1,284policies

Commission · $k

Received $238k of $251k · gap $13k

Jun

Jul

Aug

Sep

Oct

ExpectedReceived

Priority queue

R&
Call Rachel Whitaker re: teen driver add
Rachel & Tom Whitaker · Avery Chen
Today 10:30
NP
Review Northgate Property E&S referral
Northgate Property Holdings · Marcus Bell
Today 11:00
SO
Renewal remarket · Samuel Osei (+18%)
Samuel Osei · Priya Natarajan
Today 13:00
GA
Collect roof photos · Gwen Abernathy
Gwen Abernathy · Avery Chen
Today 15:00
CK
Send BOP proposal · Copper Kettle Bakery
Copper Kettle Bakery LLC · Jordan Reyes
Today 16:00

Renewals next 45 days

AI recommendations

Ranked by customer value

Retention AgentRequires approvalconf 86%
Remarket Samuel Osei home renewal
Travelers renewal is +18% ($4,110 → $4,850). Openly and Branch both show appetite for the same risk at a projected $3,900 to $4,200.
Save $650 to $950/yr · protects $14.2k LTV
Growth AgentRequires approvalconf 79%
Shift $4,000 from MediaAlpha to Realtor partners
Realtor partner CPA is $126 versus $645 on MediaAlpha over the last 90 days. The binds have higher premium and better retention.
+9 to 12 binds/quarter projected
Service AgentLow risk · boundedconf 97%
Send ID cards to Kevin Monroe
The customer asked by SMS for new ID cards after a vehicle swap. The cards are already issued by the carrier.
Closes a service request in about 30 seconds