| # | Producer | Office | Policies | Quotes | Tasks |
|---|---|---|---|---|---|
| 🥇 | Ahmed Bukhouri | ADDISON/CPT | 9 | 0 | 2 |
| 🥈 | James Wilson | POLK | 5 | 0 | 1 |
| 🥉 | Zika Bhaidani | MONTFORT | 4 | 0 | 2 |
| 4 | Maria Lopez | BADESTORE | 4 | 0 | 1 |
| 5 | Sarah Martinez | PEACHTREE | 2 | 0 | 2 |
| 6 | Carlos Rivera | POLK | 0 | 0 | 0 |
| 7 | David Kim | MONTFORT | 0 | 0 | 0 |
| Task | Customer | Priority | Assigned | Due |
|---|---|---|---|---|
| Follow up on renewal | YANES, FLOR DALINA | high | Ahmed B. | Overdue |
| Call back — quote request | SMITH, JOHN | high | Zika B. | Overdue |
| Process endorsement — add vehicle | GARCIA, MARIA | high | Sarah M. | 04/06 |
| Send welcome packet | CHEN, ROBERT | normal | James W. | 04/07 |
| Review renewal rate increase | PARK, LISA | normal | Maria L. | 04/08 |
| Customer | Carrier | Amount | Date |
|---|---|---|---|
| MARTINEZ, DAVID | Allstate | $186.00 | 04/08/2026 |
| WILLIAMS, SARAH | Nationwide | $446.00 | 04/07/2026 |
| JOHNSON, MICHAEL | SafePoint Insurance | $400.00 | 04/06/2026 |
| PARK, LISA | State Auto | $456.00 | 04/05/2026 |
| CHEN, ROBERT | Progressive | $476.00 | 04/04/2026 |
| GARCIA, MARIA | The General | $345.00 | 04/03/2026 |
| SMITH, JOHN | Alpha Rts | $457.00 | 04/02/2026 |
| YANES, FLOR DALINA |
| Venture Insurance |
| $452.00 |
| 04/01/2026 |
| Office | Customers |
|---|---|
| BADESTORE | 2 |
| PEACHTREE | 2 |
| ADDISON/CPT | 3 |
| POLK | 2 |
| MONTFORT | 3 |