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Search for clients to view policies, claims, and manage accounts
Recent clients:
John Smith
Sarah Johnson
Michael Chen
Emily Rodriguez
David Kim
Policyholders
189
+5.8%
Active Policies
Growth in policy contracts
Retention Rate
92.5%
+3.2%
Year-over-year client retention
21 of 25 clients active
Quote Comparisons
147
+18.5%
23 new this month
Increased comparison activity
Number of Claims
8
-25%
2 new claims
Decrease in claim incidents
Client and Policy Growth Trends
Monthly development over the last 6 months
Retention Rate
Year-over-year client retention (%)
Quote Comparisons vs. Conversions
Success rate of converting quotes to policies
Claims Distribution by Type
Breakdown of claim incidents
Recent Clients and Leads
Overview of latest activities
Upcoming Actions
Scheduled quotes and renewals
John Smith
Policy Renewal
Jul 15, 2025
High
Sarah Johnson
Follow-up Contact
Jul 12, 2025
Medium
Michael Chen
Prepare New Quote
Jul 18, 2025
High
Emily Rodriguez
Document Verification
Jul 11, 2025
Medium
Recent Quote Comparisons
Overview of current quotes and their status
John Smith
Smith Enterprises
Insurance Type
Property Insurance
Best Price
12,500 Kč
Savings
+2,300 Kč
Conversion Probability
85%
Providers:
AllianzGeneraliKooperativa
Sarah Johnson
Insurance Type
Liability Insurance
Best Price
8,900 Kč
Savings
+1,200 Kč
Conversion Probability
62%
Providers:
Czech InsuranceAllianz
Michael Chen
Chen Technologies
Insurance Type
Vehicle Insurance
Best Price
45,000 Kč
Savings
+8,500 Kč
Conversion Probability
78%
Providers:
GeneraliKooperativaCSOB
Emily Rodriguez
Insurance Type
Life Insurance
Best Price
15,600 Kč
Savings
+3,200 Kč
Conversion Probability
100%
Providers:
AllianzGenerali
Success Rate by Insurance Provider
Conversion rate over the last 6 months
Allianz71%
32 closedof 45 quotes
Generali63%
24 closedof 38 quotes
Kooperativa55%
23 closedof 42 quotes
Czech Insurance51%
18 closedof 35 quotes
CSOB43%
12 closedof 28 quotes
Overall Success Rate:62.3%