Good morning, Joshua · Atlas Brokerage
Here's your book this morning.
Overnight I modeled three renewal scenarios, drafted two prospect follow-ups, reconciled March commissions, and caught two carrier invoice discrepancies. Three items need you.
Helios renewal — +14.6%
Rate notice arrived overnight. Atlas modeled three alternatives.
6 active quotes — 2 cooling
Two prospects haven't opened their quote in 4 days. Atlas drafted follow-ups.
Mar commissions reconciled
$12,400 across 5 clients. 2 still pending Stripe transfer.
Active clients
0
2 onboarding
Active quotes
0
2 cooling · follow-ups drafted
Renewals · 60d
0
3 modeled, 1 needs you
Commissions · Mar
0
$2 of 5 pending Stripe
Atlas overnight log
What I did while you slept
Waiting on you
Items Atlas can't finish alone
Decide Helios renewal direction
3 carriers modeled · meet HR Friday
Approve March commission payouts
$12,400 · Stripe-ready
Sign off on Cardinal renewal narrative
−6.1% net · client meeting Tuesday
Review BCBS reconciliation discrepancies
2 items queued · auto-correct ready