Friday Briefing
accounts in active onboarding this week. is on the cusp of its first policy and would hit our 21-day stretch goal — should confirm the appointment is locked.
is stalled on agent paperwork; Lisa Hernandez has held the 1099 for 4 days and warrants a direct call from .
By the numbers
Active onboardings
across AE & FM teams
Avg progress
overall completion across portfolio
Blockers needing action
across all accounts
On pace for stretch
first policy by day 21
Where time is being spent
Average days per stage across all four active onboardings. Targets are based on a 21-day launch.
Insufficient data.
Needs your attention
Nothing here yet.
Wins this week
Talking points for the 9am
By account
View