Active Pipelines
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Tasks This Week
5- ● Follow up with Acme re: scope
- ● Send revised estimate to carrier
- ● Schedule site inspection – Sunrise
- ● Review BI calculations
- ● Update pipeline notes
Pipeline & Deal Management
Leads
Harbor Logistics
Wind – Warehouse
Est. $450K
Pine Street HOA
Water – Residential
Est. $180K
Discovery
Apex Medical
Fire – Healthcare
Est. $1.2M
Proposal
Metro Transit
Flood – Commercial
Est. $2.4M
Sunrise Hospital
Wind – Healthcare
Est. $890K
Negotiation
Acme Manufacturing
Fire – Industrial
Est. $3.1M
Won
Coastal Retail
Storm – Retail
$675K
Quick Contact Finder
Type what you remember; UBS AI finds the right contact or suggests new ones.
Intelligent Document Uploader
📄 Drop RFPs, contracts, and scopes to auto-link them to accounts and opportunities.
• Auto-extracts key dates and dollar amounts into the pipeline.
Early Warning System
- Sunrise Hospital – Proposal due in 12 hours 🔴 Critical
- Coastal Logistics – Follow-up overdue by 3 days 🟡 Attention
- Metro Transit – Check-in scheduled for tomorrow 🟢 On Track
- Apex Medical – Site inspection pending approval 🟡 Attention
- Pine Street HOA – Initial contact made 🟢 On Track
Multi-Party Claims Collaboration Hub
- Acme Tower – Scope Review
- Sunrise Hospital – Estimate Alignment
- Metro Transit – Legal / Coverage
📄 v5 – Structural Scope.docx
"Recommend adding roof penetration details per carrier request" — JM, 2hr ago
JM
KL
DP
All edits captured in tamper-proof audit trail.
Blockchain-style change log for high-stakes complex losses.
Pipeline Velocity (Last 90 Days)
Jul
Aug
Sep
Oct
Nov
Dec
Revenue by Carrier / TPA
Key Accounts
| Account | Status | Last Contact | Owner | Next Action | |
|---|---|---|---|---|---|
| Acme Manufacturing | Active | Dec 9, 2024 | Doc | Final scope review | |
| Sunrise Hospital | Active | Dec 8, 2024 | Sarah M. | Submit proposal | |
| Metro Transit Authority | At Risk | Dec 5, 2024 | Doc | Escalate pricing discussion | |
| Coastal Logistics | Prospect | Dec 3, 2024 | Mike R. | Schedule discovery call | |
| Apex Medical Center | Active | Dec 7, 2024 | Lisa C. | Site inspection approval |
Selected Account Summary
Account
Acme Manufacturing
HIGH VALUE CLIENT
Total Claim Value
$3.1M (Est.)
Primary Contact
John Mitchell, Facilities Director
Carrier
Liberty Mutual
⚠️ Awaiting final structural report from engineering team before carrier submission.