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Aubrey’s Admin Assistant
“Gina” — organizes renewals, follow-ups, leads, and notes
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Today
New Leads
0
Follow-ups Due
0
Renewals (7d)
0
Pipeline (Won)
0
Upcoming Renewals
Client
Policy
Renewal
Status
Follow-ups
Client
Reason
Due
Contact
New Quote (Internal)
Filled by Aubrey or team during in-person meetings. Gina can auto-fill later via email/calendar integrations.
Full Name
Phone
Email
Policy Type
Life
Auto
Home
Coverage Amount (ZAR)
Age
Smoker
No
Yes
Renewal Target
Notes
Estimate Premium
Create Lead
Leads & Quotes
Name
Policy
Est Premium
Status
Next Action