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Overview

The Dashboard is your command center and landing page after login. It provides a comprehensive view of your platform activity with three main sections:
  1. Quick Action Cards (top row) - Direct shortcuts to start using features
  2. Usage Statistics Cards (middle row) - Your current month’s activity metrics
  3. Recent Activity Timeline (bottom section) - Chronological log of recent actions
At the top of the dashboard, you’ll also see:
  • Plan name - Displays which plan your organization is currently on
  • Credit balance indicator - Shows your remaining credits with a refresh icon to get the latest amount
  • Purchase button - “Buy Additional Credits” and “Upgrade Now” take you to the billing page

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Quick Action Cards

The top row features four large action buttons that instantly launch key workflows:

Submissions

Manage submission documentsOpens the Submissions module to create and track insurance submission packages.

Generate Quote

Create new insurance quotesStarts a new quoting workflow to request quotes from carriers.

Check Policies

Upload and compare policiesOpens the policy upload interface for analysis and comparison.

Track Commissions

Upload commission statementsOpens the commission upload page for automated data extraction.
These cards are always visible regardless of scroll position, allowing you to jump into any workflow quickly.

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Usage Statistics Cards

Below the quick actions, you’ll find four statistics cards showing your activity for the current month.

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Understanding the Metrics

Each card displays:
  • Count - Number of items processed this month
  • Percentage change - Compared to previous month (0% means no prior month data)
A run is marked as “processed” if it has reached a final state of ‘succeeded’, ‘failed’, or ‘declined’.Statistics reset monthly and reflect your current billing period only.

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Recent Activity Timeline

The bottom section displays your 10 most recent actions across all modules. These are sorted chronologically (newest first) and they update automatically.

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Activity Entry Details

Each activity shows:
  • Activity icon - Small document/policy icon indicating the module
  • Status badge - Visual indicator of completion state
  • Activity description - Two-line summary:
    • First line: Action type (e.g., “Policy processed successfully”)
    • Second line: Details like policy name, client, carrier, and year
  • Timestamp - How long ago the action occurred (e.g., “14d ago”)

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Example Activity

✓ Completed
Policy processed successfully
Business Auto policy for JOHN DOE TRUCKING LLC - The Carrier (2025)
14d ago

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Credit Balance Display

At the top of the dashboard, you’ll see your current credit balance:

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What’s Displayed

  • Remaining credits - Your current available balance
  • Plan name - Which subscription you’re on
  • Refresh icon - Click to get real-time credit count
  • Purchase buttons - Quick access to buy credits or upgrade

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Taking Action

Buy Credits

Purchase additional credits at $1 each

Upgrade Plan

View plans and upgrade for more monthly credits
When you run out of credits, action buttons will be disabled until you purchase more credits or wait for your monthly reset.

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Next Steps

Try a Feature

Start with Submissions, Quoting, or Policy Checking

Understand Credits

Learn how the credit system works

Invite Team

Add colleagues (Team Plan required)

Configure Settings

Update your account and organization settings