Leads Management

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3
Notifications
3 New
New Lead Assigned
Michael Chang was assigned to your pipeline.
10 mins ago
Policy Issued
AIA Life policy POL-2026-8812 is now active.
1 hour ago
Claim Assessment
Claim CLM-2026-901 updated by Underwriter.
3 hours ago

Leads Pipeline & Acquisition Hub

Drag and drop prospect cards between columns to advance lead stages, or click any card for full details.

New Leads (2)
Michael Chang
Meta Ads
Life & Health Cover ($4,200/yr)
10m agoClick for Details >
Aarav Sharma
Door to Door
Mortgage Protection ($3,600/yr)
2h agoClick for Details >
Contacted (2)
Sarah Jenkins
Referral
Income Protection ($2,800/yr)
YesterdayClick for Details >
Ethan Walker
Google Ads
Key Person Business Cover ($5,100/yr)
1 day agoClick for Details >
Underwriting (1)
David Miller
Website
Medical & Trauma ($3,100/yr)
16 AugClick for Details >
Policy Issued (1)
Kishore Kumar
Partner
AIA Life Policy ($3,420/yr)
15 AugClick for Details >
Lead Name Contact Info Source Cover Target Stage Action
Michael Chang 021 889 1234 | michael@example.com Meta Ads $4,200 / yr New Lead
View Details Convert to Client
Sarah Jenkins 022 555 7890 | sarah@example.com Referral $2,800 / yr Contacted
View Details Convert to Client