The Program Dashboard

The dashboard is the first screen you see after login and the home base for agency bill. Learn how to read the four summary cards, what each program status means, and how to filter, export, and open a program.

What's covered

• What agency bill covers, and why every invoiced insured appears here

• Programs at Risk, Invoices Need Action, Policies Need Action, and Premium Sold

• What the Premium Sold total does and does not include

• The columns on each program row

• The full status list, from Incomplete through Completed

• Filters, Export CSV, opening a program, and New Program