Read your Home page
For Owners and Admins- Request a quote or review at the top.
- The figures: active policies, what the company pays insurers a year, policies renewing in the next 60 days (opens Renewals), and open requests and support tickets.
- Needs you: a round of quotes waiting for your decision, a policy renewing within 60 days, an employee's family cover waiting for Your approval, this quarter's Quarterly check-in until it is answered, and setup not yet finished.
- Requests in progress (with All requests) and Renewing next (with All renewals).
- Your people and vehicles: how many employees are active (and how many have left), and how many vehicles are on no policy.
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