Good morning, James

Friday, March 21, 2026 · 3 calls scheduled today

+12

247

Active Clients

-8

E&O Alerts (30d)

Coverage Gaps Found

+23%

$142K

Premium Opportunities

Recent E&O Alerts

Rivera Auto Group

Cyber Liability Gap

CRITICAL

2h ago

Smith Manufacturing

Unverified Coverage Statement

HIGH

4h ago

Patel Dental Group

EPLI Prior Incident Disclosed

HIGH

Yesterday

Chen Logistics LLC

Workers Comp Audit Trigger

MEDIUM

Yesterday

Upcoming Renewals

Rivera Auto Group

Commercial Auto · Progressive

$28,400

Apr 15

Action Needed

Smith Manufacturing

General Liability · Travelers

$14,200

Apr 22

Ready

Nguyen Restaurant Group

BOP · Hartford

$8,750

May 1

In Review

Patel Dental Group

Prof. Liability · CNA

$6,300

May 8

Ready

Today's Activity

9:14 AM

Call completed

Rivera Auto Group · 38 min · 4 E&O alerts

10:32 AM

E&O Doc generated

Rivera Auto Group · Pushed to Applied Epic

11:05 AM

Coverage gap flagged

Smith Manufacturing · Cyber Liability · $2.1M exposure

2:00 PM

Call scheduled

Patel Dental Group · Renewal review