Customer dashboardPreview · sample data
Delta Ridge Plumbing, Inc.
A fictional company, shown to illustrate what a Plumbers Pro account will look like. Customer logins are not available yet.
Every figure, policy number, document and date on this page is made-up sample data. No real account, policy or certificate is shown, and nothing here can be clicked through to a real file.
Active policies3All in force
Current X-Mod1.18Down from 1.28
Next renewal41 daysWorkers' comp · Jan 1
Open items2Payroll audit, COI request
Needs your attention
Payroll audit worksheet due Nov 14Workers' comp final audit for the expiring term.
Certificate requested by Harborline ConstructionAdditional insured + waiver of subrogation on GL.
Vehicle added September 302024 Ram ProMaster 2500 added to commercial auto.
Business profile
- Entity
- Corporation · 12 years in business
- Operations
- Residential service & repair, sewer & drain, water heaters
- Employees
- 14 field · 2 office
- Annual revenue
- $2,400,000
- 5183 payroll
- $820,000
Workers' Compensation
In force- Policy
- WC-4417-2026
- Term
- Jan 1, 2026 – Jan 1, 2027
- X-Mod applied
- 1.18
- Est. annual premium
- $42,180
General Liability
In force- Policy
- GL-88201-26
- Term
- Mar 15, 2026 – Mar 15, 2027
- Limits
- $1M occurrence / $2M aggregate
- Est. annual premium
- $11,640
Commercial Auto
In force- Policy
- CA-20934-26
- Term
- Mar 15, 2026 – Mar 15, 2027
- Units
- 4 vans, 2 pickups, 1 trailer
- Est. annual premium
- $9,870
Commercial Umbrella
Not purchasedTwo of your GC contracts require $5M excess limits. Quoting this line takes about a day once GL and auto are in place.
Quote activity
Sample| Submission | Line | Market | Status | Annual |
|---|---|---|---|---|
| SUB-2026-0417 | Workers' Comp | Market A | Quoted | $42,180 |
| SUB-2026-0417 | Workers' Comp | Market B | Quoted | $45,900 |
| SUB-2026-0417 | Workers' Comp | Market C | Declined | — |
| SUB-2026-0512 | Umbrella $5M | Market D | Referred to underwriting | Pending |
Carrier names are withheld because no carrier relationship is represented here. Declines and underwriting referrals are shown because contractors deserve the whole picture.
Documents
SampleCertificates of insurance
Sample| Holder | Project | Requirements | Status |
|---|---|---|---|
| Harborline Construction | Oceanside medical office | AI, P&NC, waiver of subro | Requested |
| Vista Property Group | Master service agreement | GL + WC | Issued Aug 12 |
| Calle Verde HOA | Repipe, Bldg 3 | GL $1M/$2M | Issued Jun 4 |
Messages
Sample conversation.
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