Dashboard
Portfolio overview and AI action queue
Total Premium
$4.2M
▲ 18.4% vs last quarter
Active Policies
142
▲ 12 new this month
Audit Risk Alerts
7
▼ 3 need action
Open Claims
23
▲ 4 this week
Renewal Rate
87%
▲ 3.2% vs prior year
Avg Wellness Score
74
▲ 6pts vs last quarter
Portfolio Risk ScoresUpdated just now
Underwriting Quality
Avg across active submissions
Audit Risk Exposure
7 high-risk policies
Retention Probability
90-day renewal forecast
Workforce Wellness
Across 89 enrolled employers
AI Action Queue7 items
Payroll underestimate — Acme AI Corp
28% payroll variance detected. Audit risk HIGH.
Classification conflict — Nexus Robotics
3 engineers coded 8810 may qualify for 8734.
Renewal at risk — ClimateBase Inc
67% churn probability. 45 days to renewal.
Missing wellness data — TerraForce Energy
0 activities tracked. Score not computed.
3 submissions pending review
AI confidence 85%+. Low referral risk.
Recent Submissions
| Company | Industry | Payroll Est. | AI Score | Audit Risk | Status | Date | |
|---|---|---|---|---|---|---|---|
AC Acme AI Corp Series B · 87 employees | AI / SaaS | $4.2M | 87 | HIGH | Bound | Jun 8 | |
NR Nexus Robotics Series A · 34 employees | Robotics | $2.1M | 72 | MEDIUM | In Review | Jun 10 | |
CB ClimateBase Inc Seed · 18 employees | Clean-Tech | $890K | 91 | LOW | Active | May 29 | |
TF TerraForce Energy Series B · 156 employees | Climate-Tech | $8.4M | 64 | HIGH | Quoted | Jun 5 |
Active ClaimsView all →
WCMEDIUM
Acme AI Corp — Repetitive Stress
Incurred: $24,500 · Reserve: $35,000
EPLIHIGH
TerraForce — Discrimination Claim
Incurred: $8,200 · Reserve: $75,000
CYBERCRITICAL
Quantum Health — Ransomware
Incurred: $140K · Investigation open
Renewal Pipeline (90 Days)View all →
Acme AI Corp
Renews Jul 1
91%
ClimateBase Inc
Renews Jul 15
33%
Nexus Robotics
Renews Aug 1
78%
Quantum Health AI
Renews Aug 10
88%