PROOF OF CONCEPT · FOR W DENIS REVIEW ONLY

Confidential demonstration environment. Fictional broker branding and synthetic data. Not for commercial use.

Westbridge Commercial Insurance · broker workspace

Growth dashboard

Where the next revenue is coming from, which conversations matter today, and what would otherwise go quiet. Every number below is synthetic proof-of-concept data for a fictional brokerage.

Fictional broker · synthetic data
How WRK works

New opportunities

1

Awaiting qualification

High-priority renewals

2

Within 4 months (demo)

Buying-signal prospects

3

Lead quality 80+

Cross-sell review prompts

6

Areas to discuss with clients

Follow-ups due

8

Across the demo team

Proposal engagement

18 opens

Illustrative — 4 open demo proposals

Demand trend

Leads, meetings and wins

Synthetic 6-month period

Pipeline shape

Records by stage

Open pipeline

Priority opportunities

All leads

Today

Follow-ups due

  • Qualification call — Meridian Estates Group

    L. Traynor · Follow-up

    Today
  • Discovery follow-up — Calder & Rowe

    S. Ranjit · Meeting

    Tomorrow
  • Market review summary — Harrowgate Precision

    A. Whitfield · Follow-up

    In 2 days
  • Pre-renewal timeline — Northsea Structures

    M. Okafor · Renewal

    In 5 days
  • Proposal walkthrough — Vellum Bio

    A. Whitfield · Meeting

    In 3 days
Task centre

WRK Intelligence

Cross-sell review prompts

  • Fairhaven Foods Group

    Areas to discuss: Cyber, Business interruption, Trade credit

  • Tarnbrook Developments

    Areas to discuss: Fleet, D&O, Contract review

  • Wynstead Property Trust

    Areas to discuss: Property values, Business interruption

Client opportunities

Compliance attention

One asset is awaiting compliance review and one has reached its periodic review window.

Open content workflow
Demonstration dataSynthetic data only

This is a concept demonstration built by JDNetworks for the WRK ecosystem. All organisations, figures, scores and performance metrics shown are synthetic and illustrative. Nothing here constitutes insurance advice, a recommendation, a statement of policy suitability or confirmation that any cover exists. A qualified, appropriately authorised broker should assess actual insurance needs.