KAM Quote Tracker
Quotes in, approvals out. Every entry is shared live with the whole team.
New quote
| Fecha | KAM | Asesor | Team | Cliente | Coverage | MGA | Indicación / Quote | Status | Comentarios |
|---|
No quotes yetUse the form to add the first quote. It shows up here for the whole team right away.
New approval request
Requests start as Pending. Only the approver can mark them Approved or Not Approved.
| Fecha | Type | Department | Administrativo | Id# | Asesor | Team | Client | Coverage | Carrier | Quote change information | Decision | Comentarios |
|---|
No approval requests yetUse the form to send the first quote change or endorsement for approval.
Total quoted by team
Workload by team
Team × status
Open workload = quotes still Pending or Quoted. Quotes saved without a team show as Unassigned; edit them to add one.
By MGA
By KAM
By Asesor
Quotes per week · last 12 weeks
Approval rate = (Approved + Bound) ÷ all quotes in the period. Weekly chart counts quotes by Fecha, weeks start Monday.
These lists fill the dropdowns for everyone. One item per line. Removing an item doesn't change quotes that already use it.
Este módulo estará disponible en una próxima versión.