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Portfolio overview and next operational actions.

Open ReportsNew Quote

Active clients5

Active brokers4

Open quotes3

Referral payableAED 6.4K

Total premiumAED 1.24MAcross active policies

Renewals due7Next 60 days

Broker commissionAED 42.8KJune 2026 received

Import exceptions3Need mapping

Renewal Snapshot

Priority clients

Client	Policy	Expiry	Premium	Stage	Action
ABC Corporation	Property	Jan 31, 2027	AED 72,000	Quotes received	Review
John Smith	Motor	Jun 18, 2026	AED 4,200	Client approval	Confirm
Delta Trading	Medical	Jul 22, 2026	AED 84,000	Collect census	Task

Quote Pipeline

Active comparisons

Quote	Client	Broker	Insurance	Checklist	Action
Q-2045	ABC Corporation	Al Noor Broker	Property	2 gaps	Compare
Q-2046	XYZ Retail Ltd.	Gulf Shield Brokers	Workers Comp	Clear	Confirm
Q-2047	Metro Logistics	Falcon Broker Services	Motor Fleet	Draft	Open

Broker & Commission View

Finance watch

Broker	Active Clients	Statement	Commission	Exception	Action
Al Noor Broker	18	Custom Excel	AED 21,000	3 unmapped	Map
Falcon Broker Services	12	Standard CSV	AED 11,400	Clear	View
Gulf Shield Brokers	9	Manual	AED 6,800	Manual entry	Setup

Referral Payable

Approval queue

Referral	Client	Rule	Payable	Status	Action
Blue Star Referrals	ABC Corporation	10%	AED 1,215.50	Ready	Pay
Prime Leads	XYZ Retail Ltd.	AED 500	AED 500	Approved	View
Partner Desk	Delta Trading	8%	AED 739.20	Pending commission	Check

Documents Needed

Missing or expiring

KY

Trade licenseABC Corporation renewal document pending.

Upload

BR

Broker licensePrime Risk Advisory expires Jun 30, 2026.

Open

Approvals

Manager review

Q

Send quote to clientABC property quote has two checklist gaps.

Review

P

Referral payoutBlue Star June payable awaiting approval.

Approve

Team Activity

Today

JD

Quote explanation callABC Corporation, today.

Open

FN

Commission mappingFinance to map Al Noor file.

Map

Work Flow

Client to payout

1

Create clientAdd client details and select suggested broker.

Open

2

Create quoteSend requirements to insurers or broker.

Open

3

Validate checklistCheck coverage gaps before client quotation.

Open

4

Import commissionMap broker Excel and calculate referral payable.

Open

Today

Actions

Item	Module	Status	Action
ABC property quote	Checklist	2 gaps	Open
Al Noor commission file	Commission	Unmapped	Map
Blue Star payable	Referral	Ready	Pay

Clients

Client directory with broker suggestion and referral link.

Suggest BrokerAdd Client

Client ListClient CreationBroker SuggestionRenewals

Client	Contact	Email	Suggested Broker	Open Quotes	Status
ABC Corporation	James Wilson	james@abccorp.com	Al Noor Broker	2	Active
XYZ Retail Ltd.	Sarah Johnson	sarah@xyzretail.com	Gulf Shield Brokers	3	Quote stage

Client Creation

Editable form

Client NameContact Person EmailPhone IndustryManufacturingRetailLogisticsConstructionHealthcare Selected BrokerAl Noor BrokerFalcon Broker ServicesGulf Shield BrokersPrime Risk Advisory Referral SourceStatusActiveProspectQuote stageRenewal due NotesClient needs property quotation with flood extension and low deductible.

Save ClientCreate Quote

Client Requirement

Suggestion inputs

IndustryManufacturingRetailLogisticsPolicy TypeProperty InsuranceMedical InsuranceMotor FleetMarine Cargo RegionDubaiAbu DhabiSharjah

Find Broker

Suggested Brokers

Click select

1

Al Noor BrokerBest for commercial property and mapped Excel statement.

Select

2

Prime Risk AdvisoryGood for liability and marine, mapping under review.

Select

3

Gulf Shield BrokersGood for SME packages and medical clients.

Select

Client	Policy	Expiry	Stage	Action
ABC Corporation	Property	Jan 31, 2027	Quotes received	Checklist
John Smith	Motor	Jun 18, 2026	Client approval	Confirm

Insurance Brokers

Broker master used for client suggestions, quote sourcing, documents, and commission imports.

Import BrokersAdd Broker

Broker ListBroker CreationClient SuggestionsCommission SetupDocuments

Broker	Contact	Email	Phone	Specialties	Statement Pattern	Status
Al Noor Broker	Ahmed Khan	ahmed@alnoor.example	+971 4 220 1100	Commercial, Property	Custom Excel	Active
Falcon Broker Services	Priya Menon	priya@falcon.example	+971 4 331 8899	Motor Fleet, Cargo	Standard CSV	Active
Gulf Shield Brokers	Omar Saleh	omar@gulfshield.example	+971 55 818 4411	Medical, SME	Manual	Active
Prime Risk Advisory	Nadia Ali	nadia@primerisk.example	+971 52 900 7788	Liability, Marine	Unmapped	Review

Broker Creation

Editable form

Broker NameLicense Number Contact PersonEmail PhoneSpecialties Mapping ProfileCustom ExcelStandard CSVManualUnmapped StatusActiveReviewInactive NotesUse for manufacturing, property, liability, and large commercial quotations.

Save BrokerUse in Client Form

Client Suggestion Logic

Broker ranking

1

Industry and policy typeManufacturing + property routes to commercial brokers.

Matched

2

Commission mappingMapped broker Excel gets priority for finance reporting.

Mapped

3

Select brokerSelected broker is copied into the client creation form.

Select

Broker	Policy Type	Basis	Rate	Referral Trigger	Status
Al Noor Broker	Property	Imported amount	Statement value	After matched and approved	Mapping saved
Falcon Broker Services	Motor Fleet	Percentage	12%	After commission received	Active

Broker agreement, license, commission format sample

Document	Broker	Type	Status
Al Noor Agreement.pdf	Al Noor Broker	Agreement	Valid
AlNoor_Commission_Format.xlsx	Al Noor Broker	Statement Sample	Mapped

Policies

Policy register linked to clients, brokers, quotes, commission, and documents.

RenewalsAdd Policy

Policy ListPolicy FormRenewalsClaims

Policy No	Client	Broker	Type	Insurer	Premium	Status
POL-1001	ABC Corporation	Al Noor Broker	Property	Orient	AED 72,000	Active

Policy Form

Editable form

Policy NumberClient BrokerPolicy TypePropertyMotorMedicalLiability InsurerPremium Effective DateExpiry Date

Save PolicyCommission Rule

Client	Policy	Expiry	Current Premium	Stage	Action
ABC Corporation	Property	Jan 31, 2027	AED 72,000	Marketed	Quote

Claim No	Client	Policy	Loss Date	Amount	Status
CLM-204	ABC Corporation	POL-1001	May 09, 2026	AED 18,500	Under review

Quotations

Multi-insurer comparison before client quotation.

CompareNew Quote Request

Quote ListQuote FormCompareClient Confirmation

Quote Ref	Client	Type	Broker	Insurers	Checklist	Status
Q-2045	ABC Corporation	Property	Al Noor Broker	Shield, Noor, Orient	2 gaps	Not sent

Quote Request Form

Editable form

Quote RefClient Insurance TypePropertyMotor FleetMedicalLiability Broker Source Insurer OptionsSum Insured RequirementsFlood, earthquake, debris removal, policy wording, lower deductible.

Save QuoteCheck Coverage

Shield Insurance

Premium AED 71,200

7/9 checklist

Gaps

Noor Takaful

Premium AED 68,900

5/9 checklist

Gaps

Orient Insurance

Premium AED 74,600

8/9 checklist

Select

Client Confirmation

Selected quote

Selected InsurerDecision Date RemarksClient selected higher premium because flood extension and lower deductible are included.

Save ConfirmationCreate Policy

Quote Checklist

Confirm required policy points, coverage, exclusions, deductibles, and documents.

Create TemplateApprove to Send

TemplateCoverage MatrixGap ReviewChecklist Form

1

Correct client name and risk locationMust match legal entity and insured premises.

Covered

2

Policy wording attachedClient needs full wording before decision.

Missing

3

Flood extension includedRequired by client.

Partial

Point	Shield	Noor	Orient
Flood extension	Included	Excluded	Included
Deductible	AED 2,500	AED 5,000	AED 1,500
Policy wording	Missing	Missing	Attached

Gap	Insurer	Risk	Action	Status
Policy wording missing	Shield	Client cannot review terms	Request PDF wording	Open
Flood excluded	Noor	Client required flood	Request buy-back quote	Sent

Checklist Form

Editable template

Checklist NameInsurance TypePropertyMotorMedical Required PointImportanceMandatoryRecommended Validation NotesMark missing if quote does not include wording file or exact wording version.

Save Checklist

Commission

Import inconsistent broker Excel files and calculate referral payable.

Column MappingImport Excel

ImportMappingCommission ListReferral PayableRules

Import Statement

Editable import details

Broker / InsurerStatement Period File Name

Save ImportMap Columns

Drop XLS, XLSX, or CSV commission statement here

Policy Number

PolicyNo

Client Name

Customer

Broker Commission

Comm Amt

Gross Premium

GrossPrem

Payment Date

PaidDt

Tax

TaxAmt

Statement	Policy	Client	Broker	Premium	Commission	Match
Al Noor June 2026	POL-1001	ABC Corporation	Al Noor Broker	AED 72,000	AED 7,920	Matched

Referral	Client	Policy	Broker Commission	Rule	Payable	Status
Blue Star Referrals	ABC Corporation	POL-1001	AED 7,920	10%	AED 792	Pending approval

Commission Rule

Editable form

BrokerPolicy Type Default RateReferral TriggerAfter commission receivedAfter policy issued

Save Rule

Referrals

Referral contacts, commission agreements, and payment batches.

PaymentsAdd Referral

Referral ListReferral FormAgreementsPayments

Name	Type	Clients	Default Rule	Payable	Status
Blue Star Referrals	Company	12	10% of broker commission	AED 2,100	Active

Referral Form

Editable form

Referral NameReferral TypeCompanyIndividual Contact PersonEmail Default RulePayment TriggerAfter commission receivedAfter policy issued

Save Referral

Referral	Applies To	Rule	Trigger	Effective
Blue Star Referrals	Commercial policies	10%	After insurer paid	Jan 2026

Batch	Referral	Period	Amount	Status	Action
PAY-0626-01	Blue Star Referrals	June 2026	AED 1,215.50	Ready	Approve

Activities

Work queue for clients, quotes, documents, and commission follow-ups.

Add Activity

AllActivity FormTasksCallsMeetings

Activity	Type	Related To	Due	Status
Quote explanation call	Call	ABC Corporation	Today	Upcoming

Activity Form

Editable form

Activity TitleTypeCallTaskMeetingFollow Up Related ToDue Date NotesExplain quote comparison and missing checklist points.

Save Activity

Collect trade license

ABC Corporation

Pending

Quote explanation call

Today

Upcoming

Renewal meeting

Jun 20, 2026

Scheduled

Documents

Client, broker, policy, quote, and commission documents.

Upload

LibraryUpload FormBroker DocsCommission

Document	Linked To	Type	Status
Orient Quote.pdf	Q-2045	Quote	Attached

Drop file here

Upload Form

Editable record

Document NameLinked To TypeBroker AgreementQuotePolicyCommission StatementKYC

Save Document

Al Noor Agreement.pdf

Al Noor Broker

Valid

AlNoor_Commission_June.xlsx

Commission

Mapped

Reports

SaaS reporting workspace for portfolio health, broker commission, referral payable, and import exceptions.

ScheduleExport

PeriodJune 2026Quarter to DateYear to DateBrokerAll BrokersAl Noor BrokerFalcon Broker ServicesGulf Shield Brokers Policy TypeAll Policy TypesPropertyMotor FleetMedicalWorkers Comp StatusAll StatusActiveRenewal DueExceptionApproved OutputDashboard ViewExcelPDFEmail Pack

PortfolioCommission Referral PayableImport Exceptions

Total premiumAED 1.24MActive book value

Active clients5Across 8 policies

Renewals due7Next 60 days

Quote conversion64%Month to date

Portfolio Mix

Premium by policy type

Property

AED 520K

Medical

AED 360K

Motor Fleet

AED 210K

Liability

AED 150K

Renewal Pipeline

Next action stage

7

Due in 60 daysProperty, motor, medical, and liability renewals.

Review

3

Quotes receivedAwaiting checklist and client confirmation.

Open

2

Client approvalReady for policy booking.

Bind

Portfolio by Policy Type

Operational detail

Policy Type	Clients	Premium	Open Quotes	Renewals	Status
Property	2	AED 520,000	2	3	Watch
Medical	1	AED 360,000	1	1	Healthy
Motor Fleet	1	AED 210,000	0	2	Follow up

Top Client Exposure

Premium concentration

Client	Broker	Premium	Policies	Next Action
ABC Corporation	Al Noor Broker	AED 420,000	3	Checklist
Delta Trading	Prime Risk Advisory	AED 240,000	2	Renewal

Broker commissionAED 42.8KJune 2026 received

Matched rows96%Policy and client mapped

Unmatched rows3Need mapping

Net retainedAED 36.4KAfter referral payable

Commission by Broker

Statement value

Al Noor

AED 21K

Falcon

AED 11.4K

Gulf Shield

AED 6.8K

Prime Risk

AED 3.6K

Reconciliation Health

Finance controls

96

Auto matchedRows matched to client, policy, broker, and premium.

Clear

3

Unmapped policiesAl Noor custom Excel has missing policy numbers.

Map

1

Approval pendingManager approval needed before referral payout.

Approve

Broker Commission Register

Calculation detail

Broker	Statement	Gross Commission	Referral Payable	Net Retained	Status	Action
Al Noor Broker	Custom Excel	AED 21,000	AED 2,100	AED 18,900	3 unmapped	Map
Falcon Broker Services	Standard CSV	AED 11,400	AED 1,140	AED 10,260	Clear	View
Gulf Shield Brokers	Manual	AED 6,800	AED 500	AED 6,300	Manual check	Setup

Total payableAED 6.4KCurrent approval queue

ApprovedAED 500Ready for payment batch

PendingAED 5.9KNeeds commission approval

PaidAED 0June 2026

Payable Aging

Approval timing

0-7 days

AED 500

8-15 days

AED 3.1K

16-30 days

AED 2.3K

30+ days

AED 500

Referral Rule Split

Calculation basis

%

Percentage rule10% or 8% of broker commission received.

AED 5.9K

F

Fixed payoutFlat amount by agreement and client activation.

AED 500

A

Approval rulePay after commission matched and manager approval.

Rules

Referral Payable Queue

Client-wise payout detail

Referral	Client	Source Commission	Rule	Payable	Approval	Action
Blue Star Referrals	ABC Corporation	AED 12,155	10%	AED 1,215.50	Ready	Pay
Prime Leads	XYZ Retail Ltd.	AED 5,000	AED 500	AED 500	Approved	View
Partner Desk	Delta Trading	AED 9,240	8%	AED 739.20	Pending commission	Check

Imported files6This month

Auto mapped5Broker formats recognized

Exception rows3Need correction

Pending brokers1Mapping profile missing

Exception Categories

Import quality

Policy No.

3 rows

Client Name

1 row

Premium

0 rows

Broker Rule

1 rule

Import Action Queue

Next steps

1

Map Al Noor policy numberCustom Excel column name changed in June file.

Map

2

Update broker templateSave reusable mapping for future imports.

Setup

3

Re-run calculationRefresh commission and referral payable after mapping.

Run

Import Exception Register

Rows needing finance review

File	Broker	Issue	Rows	Owner	Next Action	Action
Al Noor June.xlsx	Al Noor Broker	Policy number missing	3	Finance User	Map custom column	Map
Prime Risk Sample.xlsx	Prime Risk Advisory	Broker rule not saved	1	Admin	Create commission setup	Setup

Admin

Master records for brokers, insurers, policy types, checklist templates, and users.

Add Master Record

Master DataUsersRolesSettings

Master List	Examples	Used In	Status
Insurance Brokers	Al Noor, Falcon, Gulf Shield	Clients, quotes, commission	Active
Insurers	Shield, Noor, Orient	Quotes, policies	Active
Checklist Templates	Property, motor, medical	Quote validation	Active

User	Role	Modules	Status
John Doe	Owner	All modules	Active
Finance User	Finance	Commission, referrals, reports	Active

Owner

All modules

Consultant

Clients, policies, quotes, activities

Finance

Commission, referrals, reports

Workspace Settings

Editable form

Company NameCurrencyAEDUSD TimezoneAsia/DubaiApproval Limit

Save Settings