Good morning, Arjun 👋
Here's your portfolio snapshot for —
12
Renewed Today
3
Urgent Actions
8
Docs Uploaded
↑ 12%
248
Active Policies
Total portfolio · All insurers
↓ 3%
45
Renewals Due (30d)
7 critical · 15 high · 23 upcoming
— same
18
Pending Documents
Awaiting verification or upload
↑ 8%
892
Verified Documents
All verified and compliant
Renewal Pipeline — Next 30 Days
Daily renewal count by status
Upcoming High Priority Renewed
View full tracker →
Policy Status Mix
Active 129
Upcoming 55
Pending 32
Lapsed 32
Quick Actions
Upload Doc
Policy documents
Add Customer
New portfolio entry
Renewals
View pipeline
Notifications
5 unread
Recent Activity
Last 48 hours across your portfolio
Today, 2:30 PM · Renewal
Policy renewed — POL-2026-00124
Rajesh Kumar · Star Health · ₹24,500 premium collected
Today, 11:15 AM · Document
KYC verified — C-00456
Priya Singh's Aadhaar and PAN verified by ops team
Yesterday, 4:45 PM · Notification
Auto-reminder sent — 12 policies
WhatsApp reminders for policies expiring in 7 days
Yesterday, 2:10 PM · Alert
Document upload pending — POL-2026-00345
Arun Patel — policy schedule not uploaded yet
2 days ago · Customer
New customer onboarded
Ms. Deepika Mehta registered · 2 policies linked
Showing 5 of 42 events
Critical Renewals
Policies due within 7 days
All renewals
Policy Customer Due Action
POL-0234
Rajesh Kumar
Star Health
 1d left
POL-0456
Priya Singh
HDFC Ergo
 2d left
POL-0789
Arun Patel
ICICI Lombard
 5d left
POL-0567
Deepak Sharma
Bajaj Allianz
 7d left
POL-0901
Kavitha Nair
New India
 12d left