FEX Product preview
Your morning dashboard SAMPLE DATA
Every name, number, and amount below is made up for illustration. No real clients or policies are shown.
Sample data only. This is a static mockup with fictional people and policy numbers. It does not connect to any carrier.
4Policies needing action
2Lapsed (in reinstatement window: 1)
2At risk this week
$1,980Est. chargeback exposure (sample)
Who to call first
| Client (fictional) | Policy | Premium/mo | Status | Next step |
|---|---|---|---|---|
| Sample Client A. Example | BU482917 | $48.20 | Lapsed 9 days ago | Call today: in reinstatement window |
| Pretend Person B. | FEX318406275 | $61.75 | Grace ends in 3 days | Call: confirm bank draft |
| Demo Name C. Testcase | 740293815562 | $39.10 | Draft returned (NSF) | Call: update payment |
| Fictional D. Sampleton | BU905134 | $72.00 | Lapsed 41 days ago | Rewrite candidate |
| Placeholder E. Client | FEX627081943 | $55.40 | Paid, on track | No action |
Coverage gaps
- Fictional D. Sampleton: no active coverage for 41 days. Past reinstatement; consider a rewrite.
- Sample Client A. Example: lapsed; back premium of $96.40 (sample) could reinstate.
- Demo Name C. Testcase: payment failed; coverage at risk if not fixed in grace period.
Carrier
All 27 supported carriers live