Link tasks directly to clients, policies, and upcoming renewals. Assign work to producers and CSRs, set priority levels, and receive push notification reminders so nothing slips through the cracks.
Open Tasks
47
-8 from last week
Due Today
12
3 high priority
Completed This Week
83
+14% vs avg
Overdue
3
Down from 9
What it is
Generic to-do apps don't understand renewals, endorsements, or certificate requests. Insurstein's task manager is purpose-built for P&C agencies — every task is linked to the client, policy, or renewal that triggered it, giving your team full context without switching screens.
Each task is attached to the relevant client record, policy, or renewal cycle. When you open a task, you see the full picture — carrier, effective dates, premium, and prior activity — so you can act immediately without hunting for information.
Assign tasks to specific producers or CSRs, set priority levels, and track completion rates by team member. Managers get visibility into workload distribution, overdue items, and bottlenecks across the entire agency.
Core capabilities
Tasks are tied directly to client records, policies, and renewal cycles for full context.
When a task is created — whether manually or triggered by a renewal window — it carries the associated client name, policy number, carrier, effective dates, and line of business. Opening a task gives you everything you need to act without navigating away.
Set urgency levels and deadlines to keep your team focused on what matters most.
Every task carries a priority level (high, medium, low) and a due date. The dashboard surfaces overdue and due-today items automatically, so high-priority renewals and time-sensitive endorsement requests always rise to the top of the queue.
Route tasks to the right producer or CSR with clear ownership and accountability.
Assign tasks to individual team members or reassign them as workloads shift. Each person sees their own task queue, and managers can view assignments across the agency to balance work and prevent any single team member from being overwhelmed.
Get reminded on your phone before deadlines hit — never miss a follow-up.
Configurable push notifications alert assignees before tasks are due. Set reminders for one hour, one day, or multiple days in advance. Notifications link directly to the task detail screen on the mobile app for immediate action.
Automatically generate task sequences when policies enter their renewal window.
When a policy hits its renewal window — typically 60 to 90 days before expiration — Insurstein can generate a sequence of tasks: review current coverage, contact the client, request carrier quotes, and present the renewal proposal. Each task is assigned and dated automatically.
Monitor task completion rates, team productivity, and overdue trends over time.
Track how many tasks each team member completes per week, identify recurring bottlenecks, and monitor overdue trends. Use completion data to inform staffing decisions, workload balancing, and process improvements across the agency.
What they don't do
Replace handwritten reminders that get lost, forgotten, or buried under a stack of papers on your desk.
Stop using tools that don't understand insurance workflows, policy numbers, or renewal dates.
Eliminate shared Excel trackers that go stale the moment someone forgets to update their row.
Move beyond flagged emails that pile up in inboxes with no visibility for managers or teammates.
Stop cluttering your calendar with reminder events that lack context about the client or policy.
Replace hallway conversations and verbal commitments with documented, trackable task assignments.
What it takes off your plate
Automatically identifies policies entering their renewal window and generates follow-up tasks for the assigned producer.
Surfaces overdue tasks prominently and can notify managers when items remain incomplete past their deadlines.
Shows managers how tasks are distributed across the team so no one is overloaded while others have capacity.
Producers in the field can view, update, and complete tasks from the mobile app with real-time sync back to the dashboard.
Create tasks from anywhere in the system — a client record, a policy detail screen, or a renewal list — with context auto-populated.
Tracks completion rates by team member and task type, giving you data to improve agency operations over time.
A day in the life
7:30 AM
Open Insurstein on your phone and review today's 12 tasks, sorted by priority. Three high-priority renewal follow-ups are at the top.
9:15 AM
After speaking with Lakeside Properties about their GL renewal, mark the task complete and add notes. The next task in the renewal sequence — prepare the proposal — is already queued.
11:00 AM
A client calls requesting an endorsement to add a vehicle. Create a task linked to their commercial auto policy, assign it to the CSR, and set it as high priority with a tomorrow deadline.
2:30 PM
Your phone buzzes — a COI request for Baxter Contracting is due tomorrow. Open the task, generate the certificate, and mark it complete in under two minutes.
4:45 PM
Review the team's task dashboard: 11 tasks completed today, 2 overdue items reassigned, and tomorrow's queue is already prioritized. Leave the office knowing nothing was missed.
Daily impact
Tasks Completed
Overdue Resolved
Renewals Touched
Response Time
Insurstein's task manager gives every renewal, endorsement, and client request a deadline, an owner, and a reminder — so your agency never misses a beat.