At a Glance: Your Client's Most Important Information, Now in One Place

When you open a client's detail page, you want an immediate overview of who they are and what needs your attention. Previously, that often meant switching between the Personal, Associated Contracts, Notes, and Files tabs to build a complete picture. With the new At a Glance section, the most important information is now available the moment you open the page.

Everything Important, in One Place

The At a Glance section appears at the top of the Personal tab, directly beneath the client's name. It displays a series of colored pills, each highlighting a key piece of information. Only relevant pills are shown, so the section stays clean, focused, and easy to scan.

Here's what you can expect to see:

• Business / Individual - Instantly identifies whether the client is a company or a private individual.
• Age - Displays the client's current age, calculated from their date of birth. Helpful when planning insurance needs.
• Contract count & total premium - Shows the number of active contracts and their combined annual premium, giving you a quick snapshot of the client's portfolio.
• Coverage types - Lists the different insurance products the client holds, such as Life + Auto + Home, making it easy to see their overall coverage.
• Data consent missing - Indicates that the client has not provided consent for data processing. Click the pill to view the full warning.
• Client inactive - Clearly shows when a client has been marked as inactive. The pill updates immediately when you change the active/inactive status.
• Contract matures - Highlights the next contract maturity date within the next five years, displayed as a relative time (for example, "in 14 days" or "in 3 months") or as a calendar date.
• Reminder this week - Lets you know when a note includes a reminder scheduled within the next seven days.
• No recent activity - Appears when there have been no notes or client updates for more than 90 days, or no recorded activity at all, making it easy to spot clients who may benefit from a follow-up.

Built Around the Way You Work

The At a Glance section is available with all packages. It doesn't introduce any new information - it simply brings together details that already exist elsewhere in the client record, making them easier to find and quicker to review.

Some indicators are interactive as well. The Client inactive pill updates instantly when you change the client's status, while the Data consent missing pill opens a detailed warning in a modal, giving you the information you need without adding clutter to the page.

The next time you open a client's detail page, the information that matters most will already be waiting for you. The At a Glance section helps you spend less time searching and more time serving your clients.

Your Insurance Buffalo Team