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Client Dashboard

Get a real-time overview of your client portfolio with AI-powered insights.

Total Clients

10

Renewals Due (30d)

3

Not Contacted 90+ Days

4

Open Opportunities

8

Renewal in 45d — Health Insurance

Luca Meier

25 · Young Professional

Health InsuranceLiability Insurance
Last contact12d ago · 2 May

Sophie & Marc Dubois

31 · Newlywed Couple

AI Flag
Health Insurance3rd PillarLiability Insurance
Last contact140d ago · 25 Dec
Renewal in 30d — Life Insurance

Thomas Keller

38 · Family with Kids

Health InsuranceMortgageLife InsuranceLiability Insurance
Last contact22d ago · 22 Apr
Renewal in 15d — Business Insurance

Elena Fischer

45 · Business Owner

AI Flag
Health InsuranceBusiness Insurance3rd Pillar
Last contact95d ago · 8 Feb

Hans-Peter Brunner

58 · Pre-Retiree

Health Insurance3rd PillarLife InsuranceMortgage
Last contact8d ago · 6 May

Anna Widmer

29 · Young Professional

AI Flag
Health Insurance
Last contact110d ago · 24 Jan
Renewal in 50d — Mortgage

Marco & Julia Rossi

34 · Newlywed Couple

Health InsuranceMortgageLiability Insurance
Last contact55d ago · 20 Mar

Kathrin Huber

42 · Family with Kids

Health InsuranceMortgageLiability Insurance
Last contact35d ago · 9 Apr

Pierre Favre

50 · Business Owner

Health InsuranceBusiness InsuranceLife Insurance3rd PillarLiability Insurance
Last contact5d ago · 9 May
Renewal in 25d — 3rd Pillar

Margrit Zürcher

62 · Pre-Retiree

Health Insurance3rd Pillar
Last contact130d ago · 4 Jan