Good morning, Julia.

Here's what's happening across your portfolio today.

Last updated: just now
New Submissions
248
+18%
Conversion Rate
34.2%
+4.1pt
Pending Follow-ups
57
-12%
Policies Accepted
189
+22%
CSAT Score
4.8/5
+0.2
AI Engagement
78%
+9pt
AI Copilot insights
Proactive suggestions across your book
4 new

3 high-intent customers haven't been contacted in 48h — recommend immediate follow-up.

Cyber protection product views up 142% this week. Consider boosting campaign.

12 family-segment customers may qualify for life insurance bundle (cross-sell).

Anja Schmidt's HNW profile requires senior advisor review for compliance.

Customer segments
Distribution across portfolio
Families1,240 +12%
Young Professionals890 +24%
Seniors510 +6%
Homeowners720 +15%
Vehicle Owners1,580 +8%
High-Net-Worth165 +18%
Recent submissions
Latest onboarding flows requiring attention
View all
SM
Sophia Müller
Family • Munich • 2h ago
Qualified
LW
Lukas Weber
Young Professional • Berlin • 12m ago
New
AS
Anja Schmidt
High-Net-Worth • Hamburg • 1d ago
In review
MR
Marco Rossi
Homeowner • Frankfurt • 3d ago
Policy sent
EV
Elena Voss
Senior • Cologne • 1w ago
Converted
Today's conversions
12
Hot leads in queue
8
Compliance reviews
3