Surebase — Dashboard

Active Policies

12,847+3.2%

+3.2% this month

Claims Submitted

342MTD

+12 vs. last month

Pending Claims

8718 urgent

18 need attention

Revenue MTD

$2.84M+8.4%

+8.4% vs. June

Revenue trend

12 months

Premium12 months

AugOctDecFebAprJunJul

AugNovFebMayJul

Policy distribution

Auto42%
Home & Property28%
Health19%
Commercial11%

Total in force12,847

AI insights

3 new

Water-damage claims up 34% in Portland — 12 open claims share the same storm window. Review
23 renewals this week lack an agent — ~$61K premium at risk. Assign
CLM-8238 idle 6 days over threshold — escalate. View

AI insight

3 new

Water-damage claims are up 34% in the Portland region — 12 open claims share the same storm window.

Review cluster

Recent claims

View all

Claim	Customer	Type	Amount	Status
CLM-8241	Marcus Johnson	Auto · Collision	$8,420	Under review
CLM-8240	Lena Park	Home · Water damage	$14,900	Approved
CLM-8239	Aisha Bello	Health · Outpatient	$1,260	Docs requested
CLM-8238	Robert Whitfield	Commercial · Liability	$42,000	Escalated
CLM-8237	Elaine Cho	Auto · Windshield	$640	New

Showing 5 of 342 this monthClaims trend+12 MTD

Recent claims

View all

Marcus Johnson
Auto · Collision · CLM-8241
$8,420Under review
Lena Park
Home · Water damage · CLM-8240
$14,900Approved
Robert Whitfield
Commercial · Liability · CLM-8238
$42,000Escalated

Upcoming renewals

All

JUL29
Hartwell Logistics LLC
Commercial
$18.2K
JUL30
Diane & Peter Okafor
Home
$2.1K
AUG02
Miguel Santana
Auto
$1.4K

Tasks

2 of 5 done

Review 18 urgent pending claimsTodayDue today
Reassign Dana's open claims (PTO)
Verify Hartwell COI documents
Send renewal reminders — July batch

Good morning, Sarah 👋

Good morning, Sarah 👋

Revenue trend

Policy distribution

AI insights

AI insight

Recent claims

Recent claims

Upcoming renewals

Tasks