The Executive Brokers

Broker operations

Command view

Good afternoon, Marlene

The work requiring attention across new applications, underwriting, policies and claims.

01

New customer application

Just received

Imbokodo Distribution

EXE-2609-184 · Transport & distribution · Gauteng

Cover requestedAll-in-one business cover
Risk position18 vehicles · R850k goods value
Documents4 of 4 ready
Claims historyNone in last 36 months
Active clients
8476 complete records
Quotes in progress
114 need review
Renewals due
07Next 30 days
Open claims
125 with insurers
Priority workView all
Imbokodo DistributionNew application EXE-2609-184 is waiting for broker reviewNewDroppa LogisticsVehicle schedule required for renewal28 daysAsbis DistributionInsurer requested proof of ownershipClaimHorizon StudioProfessional services profile outstandingDocuments
Service positionThis week
Submissions complete first time82%
Quotes sent within target91%
Claims with complete evidence74%