Find
The Feed
Your territory, ranked by what is about to happen, with play tabs and the pace bar.
The Feed is the first screen: the contractors in your counties and trades, sorted by the next event.
Views
- Renewing ≤90d: workers' comp expirations in the next 90 days, soonest first.
- Lapsed / suspended: coverage dropped or licence suspended; a reason to call today.
- High risk: the risk tier the classifier assigns from disciplinary flags and history.
- Play tabs: one tab per selling play you own, showing the companies that match that play's audience with a count. "Enroll all shown" puts every one in front of the agent under that play, worked by you, starting now. Tick rows instead to choose owner, lookup and start date.
KPIs and pace
The strip shows contractors in territory, renewals in 60 days, lapsed or suspended, and high risk. If you set a monthly goal in onboarding, a pace bar shows enrolled versus goal for the month.
Rows
Each row shows business, location, x-date with a colour by urgency, carrier, contact, profile links, and a Prospecting stage chip (see Stages). Tick rows to use the selection bar: add to a list, enrich, or enroll in a play.
Getting started card
Six steps to a working workspace: territory, Brain, first list, teammate, inbox, plan. The growth partner card sits beside it.