🏢 Taylor Insurance Services
Sales & Service Dashboard
📅 Feb 1, 2026 — Jan 1, 2027
Last updated:
Pipeline (Open)
16
Spectrum Cases
Cases Won
0
This period
Retention Rate
51%
Renewal Pipeline YTD
Open Tickets
42
3 pending
Tickets Solved
260
YTD 2026
📊 Spectrum Pipeline by Rep
🥇 Tom Dorywalski
7 cases
🥈 William Hall
6 cases
🥉 Arica Castillo
2 cases
Timothy Rose
1 case
Total Pipeline
16 open cases
🎧 Client Success (Zendesk)
New Tickets
1
Open Tickets
42
Pending
3
Solved (YTD)
260
Total Tickets (All Time)
2,361
Resolution Rate (YTD)
~85% tickets resolved
Dashboard v1.2 • Data from Pipedrive & Zendesk
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