Dashboard
Total Clients
—
Active Policies
—
Due in 7 Days
—
Due in 14 Days
—
Due in 30 Days
—
Reminders Sent
—
Your CSV should include these columns. Column names are flexible — we'll match common variations automatically.
| Column | Required | Example |
|---|---|---|
name | Required | John Smith |
email | Optional | john@email.com |
phone | Optional | 555-0101 |
policy_type | Required | Auto, Homeowners, Life |
policy_number | Optional | AUT-2024-001 |
carrier | Optional | State Farm |
renewal_date | Required | 2026-04-15 |
premium | Optional | 1200 |