- 1Key figures
- 2All renewals
- 3Recent activity
- 4Quick search
- 5Notifications
- 6Help & tours
The figures
- Active policies: policies currently in the Active status.
- Premium this month: gross premium of policies starting this month.
- Expiring in 30 days: active policies that need renewing soon.
- Open claims and commissions due only appear for roles allowed to see them.
Agents only see their own figures (their clients and policies).
The “Getting started” card tracks setup (profile, first insurer, first client, first policy, team, templates, tour). It disappears when complete or when you dismiss it.