Next 14 days
Prioritized follow-up for premium finance deals that need contact, agreements, payments, or quote response.
Critical
3
Urgent
3
Upcoming
2
At risk
8
Premium next 14
$241,500
Call immediately - target date inside 3 days
Ellison Commercial Builders · $48,600
Confirm payment status
Ellison Commercial Builders · $48,600
Reconnect - no contact in 3+ days
Ellison Commercial Builders · $48,600
Call immediately - target date inside 3 days
Lake & Ridge Logistics · $31,250
Follow up for signed agreement
Lake & Ridge Logistics · $31,250
Call immediately - target date inside 3 days
Pierce Hospitality Group · $18,400
Follow up on quote
Pierce Hospitality Group · $18,400
Reconnect - no contact in 3+ days
Pierce Hospitality Group · $18,400
Send financing quote
Ortiz Specialty Foods · $22,400
Follow up on quote
Chen Medical Properties · $68,200
Reconnect - no contact in 3+ days
Chen Medical Properties · $68,200
Follow up for signed agreement
Wallace Electrical · $15,800
Mara Ellison · Northline Risk Advisors
Next action
Call immediately - target date inside 3 days
Drew Martin · Summit Agency Partners
Next action
Call immediately - target date inside 3 days
Naomi Pierce · Stonebridge Insurance
Next action
Call immediately - target date inside 3 days
Caleb Ortiz · Prairie Mutual Agency
Next action
Send financing quote
Iris Chen · Civic Risk Group
Next action
Follow up on quote
Mara Ellison · Northline Risk Advisors
Next action
Call immediately - target date inside 3 days
Drew Martin · Summit Agency Partners
Next action
Call immediately - target date inside 3 days
Naomi Pierce · Stonebridge Insurance
Next action
Call immediately - target date inside 3 days
Caleb Ortiz · Prairie Mutual Agency
Next action
Send financing quote
Iris Chen · Civic Risk Group
Next action
Follow up on quote
Peter Wallace · Bridgepoint Insurance
Next action
Follow up for signed agreement
Renee Brooks · Northline Risk Advisors
Next action
Prepare finance terms
Leah Kim · Stonebridge Insurance
Next action
Follow up on quote