Upcoming policy expirations and renewals across all clients. Search, filter by status or line, and mark renewed.

Accounts with cancel-pending or earned-premium-due status. Track resolution, upload weekly reports, clear items as worked.

Drop weekly payroll liability spreadsheets to combine totals across all files, with per-company breakdown and exports.

Take Gross + Tax payroll Excels and the Payroll Summary PDF, balance against the summary, and emit ERP-ready CSVs.

Pull Kingsley payroll runs from SwipeClock — employees, punch notes, accruals, and pay-period summaries — and export ready-to-file PDF and Excel reports.

Convert the weekly payroll Excel worksheet into an Execupay Sum3 import file. Dixie Hospice, Dixie Rehab, Redwood, Dixie Palliative.

Upload, search, and share policy documents. PDFs, declarations, ACORDs — private to you or shared with the team.

ACORDs, policy change requests, payment receipts, no-known-loss letters, WC waivers — auto-filed to the cabinet.

Upload monthly carrier statements (PDF or CSV) and download per-agent workbooks. Includes the policy-producer index for attribution.

Your own per-producer commission statements — current month and history, in Excel and PDF.