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/ Insurance
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● LIVE PREVIEW
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CONTROL CENTER
Good morning, Ostap
OPEN TASKS
12
OVERDUE
1
THIS WEEK
8
OPEN DEALS
6
PIPELINE
$66k
REMINDERS
4
REMINDERS
4
Add a reminder…
Follow up: Policy renewal
Overdue · yesterday
Prepare notes: Client
in 4d
Chase invoice for Carrier
tomorrow
Review before EOD: Prospect
tomorrow
TASKS DUE SOON
4
INS-42
Verify: Client
Overdue · yesterday
INS-55
Draft reply: Carrier
tomorrow
INS-84
Summarize: Prospect
in 2d
INS-77
Reconcile: Policy renewal
in 4d
UPCOMING MEETINGS
3
◔
Carrier — sync
Today 2:00 PM
◔
Prospect — sync
Tomorrow 10:30 AM
◔
Policy renewal — sync
Thu 4:15 PM
PIPELINE
Lead
$17k
3
Qualified
$14k
2
Proposal
$12k
2
Won
$23k
2
AI ACTIVITY
OSTAVIO
Drafted reply to Policy renewal
1h ago
OSTAVIO
Categorized Client
3h ago
OSTAVIO
Reconciled Carrier
5h ago
●
Ostavio — Insurance
DEMO
What needs my attention in insurance today?
14 flagged under renewals due. Top priority: "Policy renewal — Delgado account expires in 9 days".
●
Ostavio general Q&A
· 2.4s
⚡ ACTION PROPOSAL · 91%
I can draft a follow-up on "Policy renewal" and queue it for your approval. Proceed?
Confirm
Cancel
●
Action router
(91%)
› Chart my week
› Run a consensus check
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EVERY NUMBER ON THIS PAGE IS SAMPLE DATA FOR INSURANCE
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