Routines by role

Use these checklists to build a habit. Each takes 10–20 minutes for the daily items.

Agency owner / CEO

When	What to check
Daily	CEO Command header and Critical Items Watchlist (Critical items, largest $ impact first).
Weekly	Always-On P&L vs prior period; Agency Pulse (pipeline, T-90 renewals, retention); Producer Load concentration alert.
Monthly	Income statement review with finance; Share to Investor; Producer P&L with each producer.

Head of sales

When	What to check
Daily	Deal Pipeline for stalled deals and unassigned deals; Marketing Hub Producer Attention Needed.
Weekly	Pipeline by producer; Prospect Intelligence hot list; Cross-Sell Bench top cards; program reply rates.
Monthly	Win rate, average cycle and lead-source performance (Agency Pulse).

Producer

When	What to check
Daily	Renewal Hub sorted by days left (your accounts); Review-Required Stream items in Marketing Hub.
Weekly	Your deals in Deal Pipeline; your cross-sell cards; draft intros for new hot prospects.
Monthly	Your row in Producer P&L; ask ARI for a summary of your book.

Finance / operations

When	What to check
Daily	Upload new carrier statements; check Transactions for unexpected items.
Weekly	Commission Recon variances; AR Aging & Cash high-priority collections; cash forecast.
Monthly	Class Mapping for new classes; statement reconciliation rate; Monthly Close.

Service lead / CSR lead

When	What to check
Daily	CSR and VA Pool queues in Producer Load; Non-Renewal items in the Watchlist.
Weekly	Utilization by person; log manual hours; renewals on the auto track that have not responded.

VA / operations

When	What to check
Daily	Work assigned manual items (e.g. EZLynx items); log manual hours.
Weekly	Confirm the latest EZLynx export has been loaded (see chapter 11).