Every inbound lead lands here → enriched → routed by your rules → becomes a Contact + Opportunity. Click a row for the routing trail (rule matched, eligibility, why this broker).
Contacts
＋ FilterOwner: Me ✕Stage: Open ✕Tag: commercial ✕Columns ▾Bulk actions ▾
Name
Business
Phone
Tags
Owner
Stage
Last activity
Marama Tipene
Harbourside Cafe Ltd
021 448 220
commercial
CC
Won
14 min
Sanjay Mehta
—
027 991 003
domestic
JC
Contacted
18 min
David Coastal
Coastal Build Co
021 077 540
commercial
CC
Quoted
41 min
Rangi Ngata
—
022 310 880
life
Auckland
New
1 hr
Te Awa Joinery
Te Awa Joinery Ltd
03 421 9080
commercial
KG
Quoted
1 hr
← Contacts
Marama Tipene
commercialWon
MT
Marama Tipene
Harbourside Cafe Ltd
Email
marama@harbourside.co.nz
Phone
021 448 220
Owner
CC Cohen Crowder
Source
Google Ads · Commercial Vehicle
Tags
commercialcafe+ add
Custom fields · foldersHide empty ▾
Add a note, log a call, send a message…
✓
Opportunity won — $4,200 GWP
Bound with Vero · Commercial Vehicle · broker fee $350
14 min
☎
Inbound call · 6m 21s · 8.6
"Happy with the cover, let's go ahead." — strong close, confirmed bind.
31 min
✉
Quote emailed
Commercial vehicle + public liability — $4,200/yr
2 hr
⇄
Moved to Quoted
Cohen · from Contacted
3 hr
⇲
Lead captured — Google Ads
Commercial Vehicle · auto-routed to Cohen (HQ, capacity)
yesterday
Commercial Vehicle
Vero · $4,200
Won
Public Liability
NZI · $1,150
Quoted
Call scores
Inbound · today
8.6
Inbound · 2 days ago
6.9
＋ FilterOwner: All ▾Drag a card between stages →
Calls & AI scoring
Broker: All ▾Today ▾
Time
Broker
Contact
Type
Dur
Score
10:14
RE Reuben
M. Tipene
Inbound sales
6m 21s
8.6
09:52
JC Jordan
S. Mehta
Inbound sales
3m 04s
6.9
09:31
CC Cohen
Coastal Build
Outbound
8m 47s
7.8
09:05
KG Kynwin
R. Ngata
Servicing
2m 12s
n/a
Scorecard — Reuben w/ M. Tipene
8.6
Strong close
Commitment risk: Low Outcome: Bind confirmed
Discovery
Needs match
Objection handling
Close
"Happy with the cover — let's just get it sorted today."
Coaching: excellent urgency capture. Next time confirm renewal date to pre-empt the annual review.
Earnings & conversions
June 2026 ▾
GBI (CBN actual)
$287k
1,262 txns
New business
$188k
▲ 18%
Renewals
$111k
▲ 6%
Bind rate
31%
▲ 3pts
Client
Broker
Class
Insurer
Type
GWP
Broker fee
GBI
Harbourside Cafe Ltd
Cohen
Commercial Vehicle
Vero
New
$4,200
$350
$1,090
Te Awa Joinery
Kynwin
Liability
NZI
Renewal
$2,850
$250
$655
Mehta Household
Jordan
Domestic
AMI
New
$1,640
$0
$310
Renewals & policy register
5 due in 30 daysOwner: All ▾Next 30 days ▾
Active policies
1,184
$3.9M GWP on book
Due in 30 days
38
$214k GWP
Retention (12mo)
91%
▲ 2pts
At risk
6
no contact 14d+
Client
Policy
Insurer
GWP
Renews
Days
Broker
Status
Te Awa Joinery
Material damage
NZI
$2,850
02 Jul
8d
KG
In progress
Hilltop Orchards
Rural pack
FMG
$15,600
11 Jul
17d
KG
Upcoming
Harbourside Cafe Ltd
Commercial vehicle
Vero
$4,200
18 Jul
24d
CC
Upcoming
Mehta Household
Home + contents
AMI
$1,640
29 Jul
35d
JC
Not due
Southbridge Transport
Fleet · 8 vehicles
NZI
$21,500
05 Aug
42d
CC
At risk
A Won opportunity creates a Policy here with its renewal date. Policies chain term-to-term (renewedFrom), so retention and recurring GWP are tracked automatically; due renewals can spawn an opportunity back into the pipeline.
Conversations (unified inbox)
SMS · Email · WhatsApp · FB/IG in one timeline per contact. Phase-2 — mirrors GHL's 4-panel inbox.
Reports
Pipeline conversion, broker performance, ROAS by channel, cost-per-lead/sale, call-score leaderboard. Each legacy dashboard (TV board, sales board, performance board) becomes a named view here.
Automations & routing
Triggers (Opportunity created · Stage changed · Status changed) → actions (route/assign, create task, email/SMS, capture earnings on Won). The lead-distribution routing engine lives here: rules, strategies, caps, overflow, simulate.
Broker
GHL user id
Nuacom ext
Branch
Role
Categories
Cohen Crowder
UHoh…byeQ
13
CHCH (HQ)
broker
Commercial
Jordan Cooper-Lawrence
X6X1…Nur4
14
CHCH (HQ)
broker
Domestic, Vehicle
Dean (Tauranga)
a91…02
21
Tauranga
broker
all
The canonical broker table — one row per person, the spine that links GHL (user id) + Nuacom (extension) across every module.