Prepared for Mike Miller · Aug 31 – Oct 22, 2026
Eight Weeks of Results
Momentum
Cumulative completed steps by week
Steps per week by type of work
Stacked by work group
Work mix
steps by work group
Desk leaderboard
Completed steps by desk
Rating Team · quotes finalized
0
Quotes finalized
Quotes by carrier
Tap a carrier tile to see its finalized quotes.
Best Carriers for Auto
Quote sent to the insured (best coverage match + price)
Best Carriers for Home
Quote sent to the insured (best coverage match + price)
Renewal workflow
Steps logged at each stage of the renewal and service process
Savings found for clients
Current / renewal premiumBest quote found
Daily activity
How the team is organized
Andrea approves; Mandy routes; each desk owns one kind of work
Andrea DawsonApproves every client send
MandyAI office manager · routes work
BlairCOO · morning workbook
Service desksAvery · Casey · Sage · Brooke · Emma
RenewalsRenee
SpecialistsCora certificates · Cara cancellations
Rating TeamRita · Paige (raters) · Nora · Pete · Gina · Fiona · Gabe · Tara · Lily · Aaron · Uma (carrier desks)
Certificates
| Dates | Insured | Holder | Work |
|---|
Automation
14 scheduled routines and 23 saved skills keep every desk on Andrea's exact steps
Safeguards
Built into every desk's routine
Every client email waits as a Draft for Andrea's OK
Nothing is bound without the insured's OK
New AMS wording waits for Andrea's approval
One desk on the office PC at a time
Every completed step
Every completed step
| Date | Type | Client | Carrier | Desk | Steps |
|---|
Notes: counts merge each desk's own log with sent-email files and the metrics ledger, deduplicated by client, type and date; a few repeat sends may remain (true total may be ~5–10 lower). Savings compare like-for-like terms where known. Two undated September steps are counted in the week of 9/14. No client contact details, policy numbers or credentials are included.