Monday 7:40am. 47 policies renew this week, 12 clients already texted, 6 priced shopping, 2 claims updated overnight. You pour coffee, check the board.
Build my agency stack →60/30/7-day reminders by text, quote compare attached, agent signature ready.
Pulls status from carrier portals, texts the client the update, logs it to the file.
Reconciles carrier statements, tags splits, flags missing pay on the 15th.