Insurance Agency Renewal Tracker.

Build a book of business and renewal tracker for Bluff City Insurance Group, an independent agency in Memphis, opened every morning by its two account managers to see what renews next and what needs remarketing. Layout. Across the top runs a renewal pipeline rail of three wide cards: Next 30 days, 31 to 60 days, and 61 to 90 days. Each card shows the count of policies and total premium renewing in that window and lists its policies with policyholder, carrier, line, premium, and a red percentage badge whenever the renewal premium jumps more than 15 percent. Below the rail sits a charts row: a bar chart of annual premium by carrier across eight carriers, and a line chart of monthly retention rate over the last 12 months. The lower half is the full book register: a sortable table with policyholder, line badge (auto, home, commercial), carrier, annual premium, commission rate, commission dollars, renewal date, and status (active green, remarketing amber, lapsed red). Default sort is renewal date ascending, with filters for line, carrier, and renewal window plus a policyholder search. An Add policy button opens a dialog capturing every register field, and each row offers edit and a status change. Data. Seed about 140 policies: roughly 70 auto, 45 home, and 25 commercial, spread across eight named carriers such as Sable Mutual, Delta Shield, Crescent General, and Beacon National. Premiums run 600 to 4,000 dollars for personal lines and 4,000 to 28,000 for commercial; commission rates run 8 to 15 percent. Stagger renewal dates across the next 12 months so every pipeline bucket has entries, and seed a 12 row monthly retention history for the retention line. Plant the story: 14 policies renew inside 30 days, including two Sable Mutual commercial policies with premium increases of 38 and 24 percent that dominate the first pipeline card, and the retention line slips from 94 to 88 percent over the last two months. Behavior. Pipeline buckets, window totals, commission dollars, and premium change badges are all computed from the register, and the retention line reads from the seeded monthly history; users enter and edit policies and flip status from the row. Renewal windows are always relative to today. Visual identity. Use a warm amber accent for primary actions, pipeline emphasis, and chart highlights on a clean light neutral base, keeping red reserved for premium jumps and lapses so they read as alarms.