Auth
Dashboard
Sign in to load dashboard summary.
Policies total
—
Active policies
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Pending follow-ups
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Overdue follow-ups
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Due today
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Open leads
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Imports today
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Follow-up queue
Sign in to load queue items.
| Action | Client name | Policy number | Product name | Due date | Follow-up date | Follow-up type | Phone number | Overdue days | Priority score | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| No queue items loaded. | ||||||||||
Policy/contact detail
Open a queue item to view details.
Policy details
Policy number—
Client name—
Product name—
Status—
Issue date—
Due date—
Premium amount—
Payment frequency—
Contact details
WhatsApp follow-up
Open a queue item, then generate a WhatsApp draft.
Follow-up history
| Date | Type | Channel | Status | Result note |
|---|---|---|---|---|
| No policy selected. | ||||
Lazy-load API checks
Contact update test
TODO: update table + column mappings in v3/app/api.js
Output
Ready.