The real killer of agency growth isn't bad quotes — it's unfollowed quotes. The board shows every open opportunity, flags leads stalled ≥72 hours in quoted / proposal stages, and drafts the follow-up the moment you click.
Quote-to-Bind
20.0%
2 bound / 10 quoted
Bound Premium · MTD
$24,040
Commission potential
Open Quote Value
$72,610
6 active
At Risk (≥72h)
$68,540
4 stalled — one-click follow-up available
New Inquiry · 2
Nilsen, Per
Umbrella · Derek P. · Risk A
$1,240
Zephyr HVAC LLC
Commercial · Jamal T. · Risk B
$11,800
Quoted · 4
Ruiz, Fernando
Auto · Kelly M. · Risk B
$2,180
Vance, Martha
Home · Kelly M. · Risk A
$1,890
Aurelius Trucking LLC
Commercial · Derek P. · Risk C
$42,000120h
Mbeki, Thandi
Auto · Kelly M. · Risk B
$1,94096h
Proposal Sent · 2
Bluegrass Catering Co.
Commercial · Derek P. · Risk A
$9,40072h
Oeste Home LLC
Commercial · Jamal T. · Risk B
$15,200144h
Bound · 2
Kim, Dae-hyun
Auto · Kelly M. · Risk A
$1,640
Franke Dental PC
Commercial · Derek P. · Risk A
$22,400
Lost · 2
Torres, Yuliana
Auto · Jamal T. · Risk C
$2,710
Hunter, Denise
Home · Kelly M. · Risk B
$2,120
Ruiz, Fernando
Quoted
Auto · Google · Kelly M. · Risk class B
Quoted premium
$2,180/yr
In stage for
47h
Producer notes
Comparison-shopping Progressive + Geico
Owns 2 vehicles, good MVR
AI-drafted follow-up
Personalized on stage, hours-stalled, line, and lost-reason
Subject
Following up — Auto quote
Hi Ruiz,
Just checking in on your auto quote. Let me know if you have questions or if we should move forward.
— Kelly M.