Policy Management

Manage your listings, track quotes, and monitor performance

Active Listings

7

+2 vs last month

Pending Quote Requests

14

3 need response today

Quote Conversion Rate

34.2%

↓ 3.1% vs last week

Monthly Revenue

$18,460

↑ 12% vs April

Quote Volume Trend

Last 8 weeks · requested vs accepted vs declined

Updated 5 min ago

Listings by Type

Distribution of your active listings

My Policy Listings

TypeCoverageStatusQuotesViewsRevenueExpiryActions

ClearPath Health Plus

#sp-001

Health$289/mo$1000Kactive471,243$41,61612/31/2026

ClearPath Health Basic

#sp-002

Health$189/mo$500Kactive31876$18,14412/31/2026

DriveSecure Comprehensive

#sp-003

Auto$142/mo$500Kactive28654$15,39011/30/2026

HomeGuard Elite

#sp-004

Home$178/mo$750Kactive19423$10,68010/15/2026

BizCover Professional

#sp-005

Business$415/mo$2000Kdraft012$0—

AutoLite Liability

#sp-006

Auto$89/mo$100Kactive521,567$16,02009/30/2026

WanderSafe Global

#sp-007

Travel$38/mo$250Kexpired14234$1,36804/30/2026

SmallBiz Essential

#sp-008

Business$267/mo$1000Kactive8189$6,40812/01/2026

HomeShield Standard

#sp-009

Home$134/mo$400Kpending367$0—

JetSet Annual Travel

#sp-010

Travel$62/mo$500Kactive11312$2,97611/15/2026

Showing 10 of 10 listings

Quote Requests

Incoming buyer requests

2
AP

Aisha Patel

2 min ago

New

ClearPath Health Plus · $289/mo

JO

James Okafor

18 min ago

New

DriveSecure Comprehensive · $142/mo

SC

Sophie Chen

1 hr ago

HomeGuard Elite · $178/mo

RM

Raj Mehta

3 hrs ago

AutoLite Liability · $89/mo

EV

Elena Vasquez

5 hrs ago

ClearPath Health Basic · $189/mo

DK

David Kim

Yesterday

SmallBiz Essential · $267/mo