Live demoHartwell Insurance — an independent agency in Millfield, KS (est. 1952, ~320 clients). This is Operator watching over their business. Imagine it watching over yours.
The Book
At a Glance
Hartwell, running itself — the last thirty days
Account current
Trailing 30 days
Posting live
Summary of the account
Entries posted
—
all activity
Inquiries
—
new business
Matters flagged
—
need attention
By hand of Operator
—
automations
Renewals coming
—
next 60 days
Day Book latest entries
Renewals Forward coming due
Flagged
Monday Memorandum
The Book · 0i
Summary
The state of the account, last thirty days
Totals
Entries posted
—
all activity
Inquiries
—
new business
Matters flagged
—
need attention
By hand of Operator
—
automations
Renewals coming
—
next 60 days
The day book, by kind
The Book · 01
Day Book
Every entry, as posted
The Book · 02
Renewals Forward
Policies coming due in the next sixty days
The Book · 03
Flagged
Matters Operator carried up for attention
The Book · 04
The Monday Memorandum
Operator's plain-language note to Dale, each Monday
Operator — kept for Hartwell Insurance by Central Office Service & Supply. A demonstration. The book reads live data and posts nothing.