PROOF OF CONCEPT · FOR W DENIS REVIEW ONLY

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

View as

What your team seesHow WRK works Security & data isolation

Westbridge Commercial Insurance · WRK Broker Workspace

Fictional broker · demo

Synthetic periodDemo view: broker

Task centre

Follow-ups & renewal reminders

One place for the next actions across leads, clients and content compliance. Ticking an item updates this demo session only.

Demonstration data

Open tasks

Across the demo team

Due today or overdue

Needs attention now

Renewal reminders

Next twelve months

Tasks

Qualification call — Meridian Estates Group
L. Traynor · linked to L-2026
Follow-upToday
Discovery follow-up — Calder & Rowe
S. Ranjit · linked to L-2038
MeetingTomorrow
Market review summary — Harrowgate Precision
A. Whitfield · linked to L-2041
Follow-upIn 2 days
Pre-renewal timeline — Northsea Structures
M. Okafor · linked to L-2035
RenewalIn 5 days
Proposal walkthrough — Vellum Bio
A. Whitfield · linked to L-2030
MeetingIn 3 days
Compliance review — cyber dependency guide
Compliance · linked to M-318
ComplianceIn 4 days
Periodic review — property valuation guide
Content team · linked to M-290
ComplianceOverdue
Renewal prep — Fairhaven Foods (October)
A. Whitfield · linked to C-101
RenewalIn 12 days

Renewal calendar

Next reviews to plan

Calder & Rowe Consulting
Prospect · S. Ranjit
September
~1m
Orrell & Pike LLP
Client · Account team
September
~1m
Fairhaven Foods Group
Client · Account team
October
~2m
Harrowgate Precision Components
Prospect · A. Whitfield
November
~3m
Loxley Digital
Client · Account team
November
~3m
Argent Global Logistics
Prospect · M. Okafor
December
~4m
Vellum Bio Therapeutics
Prospect · A. Whitfield
January
~5m
Ceriad Therapeutics
Client · Account team
February
~6m

A live build would trigger these reminders automatically from renewal dates and stage changes.

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.