Upload your book export. Get back the renewals, commissions, and coverage gaps quietly at risk — in dollars, on one page.
No account. No demo call. Takes about a minute — a sample is below so you can see exactly what you’ll get.
Sample report — fictional agency data, so you can see exactly what you’ll get.
InsureC · Monday ReportPrepared for Hartwell & Associates
$47,300
of renewal premium at risk in the next 90 days — 6 policies
Book: 412 policies · 288 clientsGenerated July 24, 2026
4 renewals at risk — $40,050
Corporate 1 — $14,200
Travelers · renews in 34 days · last contact 94 days ago
Corporate 2 — $9,850
Hartford · renews in 43 days · last contact 71 days ago
Corporate 3 — $8,400
Chubb · renews in 51 days · last contact 12 days ago
Corporate 4 — $7,600
Liberty Mutual · renews in 67 days · last contact 58 days ago
3 cross-sell gaps — $34,700
8 clients with no cyber coverage≈ $18,000
5 clients with no umbrella liability coverage≈ $9,500
12 clients with no employment practices liability (epli)≈ $7,200
1 commission anomalies flagged
Corporate 1 — Commission rate 8.0% vs. this book's 12.0% median for Travelers / commercial_auto≈ $1,340/yr
By producer
D. Reyes — 128 policies, $1,420,000 book premium. $21,900 of renewals in the next 90 days across 4 policies.
S. Okafor — 96 policies, $980,000 book premium. $11,200 of renewals in the next 90 days across 3 policies.
Summary
Hartwell & Associates carries $47,300 in renewal premium across 6 policies inside the next 90 days, with the largest — Corporate 1 — uncontacted for over three months. Cross-sell coverage is thin: 12 clients lack EPLI and 8 lack cyber, together worth roughly $25,000 in potential premium. One Travelers commission rate sits well below the book's median and is worth a quick check.
How we scored this: risk = premium × renewal urgency (peaks inside 90 days) × contact staleness. Commission anomalies compare each policy to your own book’s median for the same carrier and line — only where at least 8 similar policies exist. Contact recency came from your export; where absent, it’s excluded and noted. 3 rows were skipped (missing required fields or duplicate policy entries).