Track and manage policy renewals
30 Days
3
60 Days
6
90 Days
8
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 |
| Lawton Field Services 02 | Blue Cross Blue Shield | MEDICAL | Sep 12, 2026 | $123,500 | -- | -- | Upcoming | Demo Producer 2 |
| Phoenix Professional Services 03 | Cigna | MEDICAL | Sep 23, 2026 | $127,000 | -- | -- | Upcoming | Demo Producer 3 |
| Albuquerque Retail 04 | UnitedHealthcare | MEDICAL | Oct 4, 2026 | $130,500 | -- | -- | Upcoming | Demo Producer |
| Los Angeles Technology 05 | Humana | MEDICAL | Oct 15, 2026 | $134,000 | -- | -- | Upcoming | Demo Producer 2 |
| Miami Manufacturing 06 | Aetna | MEDICAL | Oct 26, 2026 | $137,500 | -- | -- | Upcoming | Demo Producer 3 |
| New York Field Services 07 | Blue Cross Blue Shield | MEDICAL | Nov 6, 2026 | $141,000 | -- | -- | Upcoming | Demo Producer |
| Chicago Professional Services 08 | Cigna | MEDICAL | Nov 17, 2026 | $144,500 | -- | -- | Upcoming | Demo Producer 2 |
| Denver Retail 09 | UnitedHealthcare | MEDICAL | Nov 28, 2026 | $148,000 | -- | -- | Upcoming | Demo Producer 3 |
| Atlanta Technology 10 | Humana | MEDICAL | Dec 9, 2026 | $151,500 | -- | -- | Upcoming | Demo Producer |
| Dallas Manufacturing 11 | Aetna | MEDICAL | Dec 20, 2026 | $155,000 | -- | -- | Upcoming | Demo Producer 2 |
| Lawton Field Services 12 | Blue Cross Blue Shield | MEDICAL | Dec 31, 2026 | $158,500 | -- | -- | Upcoming | Demo Producer 3 |
| Phoenix Professional Services 13 | Cigna | MEDICAL | Jan 11, 2027 | $162,000 | -- | -- | Upcoming | Demo Producer |