Broker Overview

3 quotes landed overnight · Ironbridge RFP closes in 36h · 2 renewals on deck
⌘K
CR
Carla Reyes
1. Client Intake
2. PEO Quoting
3Compare & Advise
4Binding & In-Force
ACTIVE CLIENTS
18
↗ +3 this quarter
OPEN PIPELINE
$865k
12 deals in active flight
EST. COMMISSIONS
$142k
↗ +18.2% pacing vs target
QUOTES IN REVIEW
34
94% client match fit
GL
Greenfield LogisticsQuoting
Priya Shah (Head of People) · 84 EEs · TX · Logistics & Distribution
$14,250
est. commission
PEO Quotes
3 Quotes In-Hand
Renewal Date
2026-08-15
Last Activity
2h ago
Client Health Score: 92%
NB
North Loop BakeryLead
Marcus Reilly (Owner) · 32 EEs · MN · Food & Beverage
$0
est. commission
PEO Quotes
0 Quotes In-Hand
Renewal Date
2026-11-02
Last Activity
Yesterday
Client Health Score: 41%
CA
Cascade ArchitectsComparing
Linh Dao (COO) · 51 EEs · WA · Professional Services
$22,800
est. commission
PEO Quotes
4 Quotes In-Hand
Renewal Date
2026-07-30
Last Activity
1h ago
Client Health Score: 88%
RH
Riverbend Health GroupOnboarding
Dr. James Okoye (Practice Admin) · 124 EEs · OH · Healthcare
$38,400
est. commission
PEO Quotes
1 Quotes In-Hand
Renewal Date
2026-09-12
Last Activity
3d ago
Client Health Score: 95%
SC
Skyhill ConstructionQuoting
Diana Vega (CFO) · 67 EEs · CO · Construction
$18,600
est. commission
PEO Quotes
2 Quotes In-Hand
Renewal Date
2026-10-04
Last Activity
5h ago
Client Health Score: 76%
BM
Bayside Marketing Co.Lead
Robert Kim (Founder) · 21 EEs · FL · Marketing & Creative
$0
est. commission
PEO Quotes
0 Quotes In-Hand
Renewal Date
2026-12-18
Last Activity
4d ago
Client Health Score: 28%
IM
Ironbridge ManufacturingComparing
Aisha Brennan (VP HR) · 142 EEs · PA · Manufacturing
$41,200
est. commission
PEO Quotes
5 Quotes In-Hand
Renewal Date
2026-06-22
Last Activity
30m ago
Client Health Score: 84%
SV
Sunset Veterinary PartnersOnboarding
Dr. Hana Ito (Owner) · 28 EEs · AZ · Healthcare
$9,800
est. commission
PEO Quotes
1 Quotes In-Hand
Renewal Date
2026-08-30
Last Activity
1d ago
Client Health Score: 91%
PP
Pinecrest Property MgmtQuoting
Tomás Reyes (Operations Lead) · 39 EEs · GA · Real Estate
$12,100
est. commission
PEO Quotes
2 Quotes In-Hand
Renewal Date
2027-01-15
Last Activity
6h ago
Client Health Score: 68%
WL
Wolfe & Lin LegalLost
Sarah Wolfe (Managing Partner) · 18 EEs · NY · Legal
$0
est. commission
PEO Quotes
3 Quotes In-Hand
Renewal Date
—
Last Activity
2w ago
Client Health Score: 0%
HH
Harborlight HospitalityLead
Elena Marchetti (GM) · 76 EEs · RI · Hospitality
$0
est. commission
PEO Quotes
0 Quotes In-Hand
Renewal Date
2026-10-28
Last Activity
8h ago
Client Health Score: 52%
AR
Apex Robotics LabComparing
Devon Park (Head of Ops) · 44 EEs · MA · Technology
$26,500
est. commission
PEO Quotes
4 Quotes In-Hand
Renewal Date
2026-07-09
Last Activity
Just now
Client Health Score: 89%
Pipeline Stage Breakdown
$865,000 total pipeline
Lead
3
—
Quoting
3
$45,000
Comparing
3
$90,500
Onboarding
2
$48,200
Won (YTD)
7
$184,600
P.A.U.L. Broker Copilot

I prepared Greenfield Logistics’ side-by-side comparison. TriNet offers 11.4% net savings with $1,850/yr commission increase. Three client renewals need action this month.

Producer Actions
Upcoming Renewals & Deadlines
Ironbridge Foundry RFP
Vendor responses due in 36 hours
Urgent
Greenfield Logistics
Renewal effective date: Jan 1, 2027
On Track
Apex Medical Group
Policy binding package submitted
Pending