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Your bound policies

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ALTHEA

Schneider Insurance · Richard ▾

Your bound policies

Schneider Insurance · 47 in-force · 3 pending payment · 2 cancelled this year

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All (47) In-force (44) Pending payment (3) Up for renewal (8) Cancelled

Policyholder	Policy #	Effective	Premium	Coverage status	Payment
Alex & Mariana HartleyJust bound · 14:54 16573 Pine Valley Ct, Loxley AL 36551	AL-WH-2026-1849732	Jun 5, 2026	$1,520	In-force	Pending · escrow
Theresa Whitman 7421 Mobile Bay Dr, Daphne AL 36526	AL-WH-2026-1748293	May 22, 2026	$1,180	In-force	Paid in full
Robert & Tonya Brunelle 42 Magnolia Walk, Fairhope AL 36532	AL-WH-2026-1734991	May 19, 2026	$2,310	In-force	Honor financed
Donovan Pierce 3009 Beach Blvd, Gulf Shores AL 36542	AL-WH-2026-1722018	May 14, 2026	$3,840	In-force	Pending · day 6 of 7
Sarah Lassiter 128 Old Bay Rd, Foley AL 36535	AL-WH-2026-1701447	May 8, 2026	$1,460	In-force	Paid in full
Marcus Davenport 88 Hawthorne Ln, Spanish Fort AL 36527	AL-WH-2026-1688225	Apr 30, 2026	$1,025	Cancelled	Refund issued
Wynne & Carter Hollis 2200 Whispering Pines Pl, Daphne AL 36526	AL-WH-2026-1675119	Apr 23, 2026	$1,795	In-force	Paid in full

Stories covered

As an agent, I want a single dashboard of every policy I've bound — sortable, searchable, filterable — so my freshly-bound policies aren't isolated to the bind-flow tail.
As an agent, I want the just-bound policy highlighted at the top of the list (timestamped) so I can confirm it landed without hunting for it.
As an agent, I want coverage status and payment status as two separate signals — Pattern 1 means a policy can be in-force AND pending payment at the same time.
As an agent, I want filters for the common buckets I work with — pending payment, up for renewal, cancelled — to triage my book without a search.
As an agent, I want one-click into a policy detail (the row) for everything I might need: documents, payment status, claim history, endorsement, renewal.

Interactions

"Just bound" highlight — the fresh row gets a green left-border and a "Just bound · HH:MM" flag for a session-scoped window (e.g., the first hour after bind). After that it merges into the regular list.
Filter tabs — quick triage. "Up for renewal" surfaces policies expiring in the next 60 days. "Cancelled" toggles cancelled policies into the visible set (hidden by default).
Coverage status badge — In-force (green) / Cancelled (red) — a binary on the policy itself.
Payment status badge — Pending / Paid in full / Honor financed / Refund issued — separate from coverage; can be in any combination with coverage status.
Row click — opens a detail view (not part of this storyboard) with everything about the policy: documents, payment history, claim activity, mid-term endorsements, renewal status.