Good morning
● All carrier portals reachable
This is your Today page. The numbers at the top are live totals for the whole brokerage — click any of them to jump to the full list. Below: things that need attention today, your renewal radar for the next 12 months, quick actions, and the latest activity across the team.
Renewal Radar
Premium coming up for renewal, next 12 months
Needs Attention
Sorted by urgency — click to open
Quick Actions
The things you do every day, one click away
My Tasks Today
Team Activity
What's happening right now
New Business Pulse
Pipeline this quarter
Our Reputation
Public standing at a glance
4.9
★★★★★
265 Google reviews
IBAO Brokerage of the Year2019
🏆Insurance Business Canada — Brokerage of the Year2021
🏆Canada's Top Growing CompaniesReport on Business, 2023
📈Tasks & Calendar
Renewals, follow-ups and meetings in one place
Your team's to-do list and month view. Orange calendar entries are policy renewals, red are claim follow-ups, green are meetings. Tick a task off and it's done — everyone sees the same list.
Task List
Month
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MON
TUE
WED
THU
FRI
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Clients
Your whole book of business. Search by name, filter by industry, and click any row to open the client's file — contacts, policies, claims, certificates and notes all live there.
| Client | Industry | Policies | Annual Premium | Broker | Renewal | Status |
|---|
Policies
Every live policy in the book. The "Expires" pill turns orange inside 60 days and red inside 30 — those are the ones to start remarketing. Click a row for full details.
| Policy # | Client | Type | Carrier | Premium | Expires | Status |
|---|
Renewals
Work every renewal from 90 days out to bound
The renewal pipeline. Policies drop in automatically 90 days before expiry. Use the "Advance →" button on each card to move it along as you work it: review → remarket → quoted → bound. The goal: nothing reaches expiry in the first two columns.
Retention
Rolling 12-month client retention
Renewal Premium by Month
What's up for renewal and when
New Business
Prospects and quotes, from first call to bound
Your sales pipeline. Each card is a prospect. Move them along with "Advance →" as submissions go to market and quotes come back. The charts show how the quarter is tracking and where the leads come from.
Won vs Lost
Last 12 months
Bound Premium by Month
New business only
Where Leads Come From
This year
Certificates of Insurance
Issue COIs in under a minute
Certificate central. When a client's customer or landlord asks for proof of insurance, hit "Issue a Certificate", pick the client and policies, type the certificate holder's name, and it's logged and ready to send. Requests that came in by email appear in the queue — one click to approve.
Certificates Issued
Monthly volume, past 12 months
Pending Requests
Waiting on us — clear these first
| Certificate | Client | Holder | Coverage | Issued | By |
|---|
Claims
Advocating for clients until settlement
Every open and recent claim. The timeline on each claim shows exactly where it stands — reported, adjuster assigned, reserve set, settlement. Use "Nudge carrier" to log a follow-up push; KASE's promise is rapid settlement pressure on every file.
Claims by Type
Open files
| Claim | Client | Type | Reserve | Stage | Last Action |
|---|
Bonds & Surety
Facilities and active bonds for contractor clients
Surety at a glance. Each contractor's facility shows how much bonding room they have left — the bar fills as bonds are written. Bid bonds convert to performance & L/M bonds when jobs are won.
| Bond # | Client | Project / Obligee | Type | Amount | Status |
|---|
Carriers & Markets
The markets we leverage — 100+ insurers, your best 24 below
Your market cheat-sheet. Each card shows a carrier's appetite (what they like to write), how much premium we place with them, and the marketing contact. Use the search to answer "who writes cyber for contractors?" in seconds.
Revenue & Commissions
How the brokerage is doing this year
The money page. Commission income month by month, who your most valuable clients are, and which invoices are getting old. Receivables in the red column need a call this week.
Commission Income
Monthly, this year vs last
Receivables Aging
Outstanding client invoices
Top 10 Clients by Revenue
Annual commission
Revenue by Line
Where the commission comes from
Reports
One-click summaries, ready to share
The report library. Every report runs on live dashboard data and opens instantly — nothing to configure. The renewal list and the cross-sell report are the two most brokers run weekly.
The KASE Team
Who's on deck. Live status for the whole team, plus each broker's current workload (accounts handled and open items). The leaderboard tracks items closed this month — bragging rights only.
Broker Workload
Accounts and open items per broker
Closed This Month
Tasks, quotes & certs completed
Settings
Make the dashboard yours — everything saves automatically
Appearance
Pick a look — it's remembered on this computer
Notifications
What should ping you
My Profile
Shown across the dashboard
Connections
Hook up the tools KASE already uses (demo)
About
KASE Command Center
KASE Command Center is the internal operations hub for KASE Insurance Inc. — the award-winning specialty commercial insurance brokerage in Toronto, established 2016. It brings the whole daily workflow into one place: clients, policies, renewals, certificates, claims advocacy, surety, carrier markets and revenue.
This is a demonstration build — every number on screen is simulated sample data, no client information is real, and nothing leaves this browser.
KASE Insurance
The brokerage behind the dashboard
EstablishedToronto, Canada
2016OfficeToronto waterfront
130 Queens Quay E #1316PhoneMon–Fri 9–5
(416) 588-5273After-hours claims
1 (866) 856-6335Markets leveraged
100+ insurersIBAO Brokerage of the Year
2019IBC Brokerage of the Year
2021Canada's Top Growing Companies
2023