| Customer | Type | Prospect Due | Renewal Due | Renewal Type | Sales Rep | Premium | Status | |
|---|---|---|---|---|---|---|---|---|
| Thomas Wood | Prospect | 2025-12-17 | — | Full Workup | Mike Turner | $318.68 | Overdue | View Edit |
| Carol Anderson | Prospect | 2026-02-24 | — | Full Workup During RG | Mike Turner | $240.93 | Completed | View Edit |
| Jack Butler | Renewal | — | 2026-01-20 | Rate Guarantee | Ana Rodriguez | $808.40 | Completed | View Edit |
| Amanda Clark | Prospect | 2026-02-21 | — | Rate Guarantee | Ana Rodriguez | $739.66 | Completed | View Edit |
| Barbara Wallace | Renewal | — | 2026-01-21 | Rate Guarantee | Ana Rodriguez | $98.99 | Completed | View Edit |
| Jacob Reynolds | Prospect | 2026-02-25 | — | Full Workup During RG | Sarah Chen | $235.36 | Completed | View Edit |
| Kevin Ross | Renewal | — | 2026-02-13 | Rate Guarantee | Sarah Chen | $523.82 | Completed | View Edit |
| Sharon Wilson | Prospect | 2026-02-02 | — | Full Workup | Tom Bradley | $455.85 | Completed | View Edit |
| James Jordan | Renewal | — | 2026-02-16 | Full Workup | Mike Turner | $598.17 | Completed | View Edit |
| Raymond Nelson | Prospect | 2026-03-10 | — | Full Workup During RG | Sarah Chen | $493.35 | Completed | View Edit |