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Dashboard (Policy Tracker -> This is a sample dashboard I made. I am…
Dashboard
Policy Tracker -> This is a sample dashboard I made. I am looking for to replace the left sidebar "Accounts" with "Policies" and display the following sample policies
https://drive.google.com/file/d/10xbVyUdZ54xxriaXV8LErBDZL0B-Fpqw/view
Home, auto, umbrella, life, disability, health, boat, landlord, dental
needs to have: Policy Type, Expiration Date, Progress bar based on expiration date, Premium ($), Sort up down arrows, +Add Policy, Settings Gear
Overview
My Insurance Score - change all 'your' insurance score to my
Top menu bar change to
My Policies
My Advice
My Score
Put "Welcome, Jen and Pat with 2 pictures on top blue bar
Maintain a sortable list of active and prior policies
Add a Property to link to a Policy
FICO Insurance Score - replace to say "Calculated with FICO"
Same workflow as ->
https://drive.google.com/file/d/1PDYSfQ9KnkbJ-VQVUk_DbANuXbpgTkfZ/view
AgentAdvisor
Triggered by:
Policy Expiration
Weather in your area
Bill due
Coverage/Savings Recommendations
Insurance Score changes
Feedback bottom left column under assets like mint.com
https://drive.google.com/file/d/1vRNhV9SW_OmBbYJUAOSVeuWbni8WDWSv/view