Your Entire Book of Business,
at a Glance.
InsureQ AI Studio Dashboard gives you a real-time command center for your brokerage — from revenue tracking and policy distribution to upcoming renewals and outstanding tasks.
Know Your Numbers,
Instantly.
Four mission-critical metrics update in real time — active policies, total revenue, contact volume, and in-progress applications. No spreadsheets. No manual pulls. Just clarity.
- Live policy count across all lines
- Revenue tracking with monthly comparison
- In-progress application pipeline
- Contact volume and engagement metrics
See Where Your Revenue
Comes From.
The Revenue Overview chart tracks monthly trends so you can spot growth, identify slow periods, and forecast with confidence. Product Distribution breaks down performance by insurance line — Tenant, Condo, Homeowner, Landlord, and Commercial.
- Monthly revenue trend visualization
- Breakdown by product type (6 lines)
- Percentage share of each insurance category
- Exportable data for reporting
Never Miss a Renewal
or a Task.
The Dashboard surfaces your most time-sensitive items front and center — upcoming renewals with days-to-expiry, in-progress applications requiring action, and assigned AM tasks with deadlines.
- Renewals sorted by urgency (days remaining)
- In-progress applications with current status
- AM task list with priority flagging
- Unpaid applications with outstanding amounts
See Your Entire Brokerage in One View.
Book a demo and we'll show you the Dashboard configured for your actual book of business.