Insurance dashboard login
Use the same Underpitch email/password login. Access is allowed only for admin or moderator accounts.
After first login, run the SQL line in the setup file to mark your same email as admin.
Insurance Renewal Dashboard
Track every policy, identify renewal due dates, contact customers, and mark renewal status. New website submissions now appear first by default.
Total policies0
Expired / overdue0
Due today0
Due in 7 days0
Due in 30 days0
Renewed0
Renewal follow-up list
| Customer | Insurance | Reference | Due date | Status | Company / agent | Notes | Action |
|---|
