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33Total
26In Progress
5Pending
1Urgent
12Done
0Overdue
⌕
Item / notes
Int. owner
Ext. owner
Contract type
Entity
Priority
Exp. completion
Status
Operations 10 ▾
Operations
Marketing
MGP
Company
AidFinder
Rodney
Supersure
Rad Data
IRG
Jun 30, 2026 12:00 PM
Review completed and sent to Trish/Barry. Tony advised of written consent requirement from Amwins; discussing amendment to avoid per-change consent.
Tony×
Trish×
▲ Low
▲ Urgent
▲ High
▲ Medium
▲ Low
None
✓ On track
In Progress ▾
Not Started
In Progress
In Progress - Ext
Pending
On Hold
Done
Operations
Marketing
MGP
Company
AidFinder
Rodney
Supersure
Rad Data
IRG
Jun 30, 2026 12:00 PM
Amendments signed but NOT live — policy must be updated and in effect before we are compliant.
▲ High
▲ Urgent
▲ High
▲ Medium
▲ Low
None
✓ On track
In Progress ▾
Not Started
In Progress
In Progress - Ext
Pending
On Hold
Done
Operations
Marketing
MGP
Company
AidFinder
Rodney
Supersure
Rad Data
IRG
Jun 30, 2026 12:03 PM
Pending intake form from James.
James×
▲ High
▲ Urgent
▲ High
▲ Medium
▲ Low
None
⏰ Due soon
In Progress ▾
Not Started
In Progress
In Progress - Ext
Pending
On Hold
Done
Operations
Marketing
MGP
Company
AidFinder
Rodney
Supersure
Rad Data
IRG
Jun 30, 2026 12:04 PM
Review completed. Jim provided with additional clarification on what to ask Vyond to improve the terms.
Jim Le×
▲ Low
▲ Urgent
▲ High
▲ Medium
▲ Low
None
✓ On track
In Progress ▾
Not Started
In Progress
In Progress - Ext
Pending
On Hold
Done
Operations
Marketing
MGP
Company
AidFinder
Rodney
Supersure
Rad Data
IRG
Jun 30, 2026 12:06 PM
Pending Tony as of 4/27. Still with vendor.
Tony×Vendor×
▲ Low
▲ Urgent
▲ High
▲ Medium
▲ Low
None
On Hold ▾
Not Started
In Progress
In Progress - Ext
Pending
On Hold
Done
Operations
Marketing
MGP
Company
AidFinder
Rodney
Supersure
Rad Data
IRG
Theresa×
▲ High
▲ Urgent
▲ High
▲ Medium
▲ Low
None
⏰ Due soon
In Progress ▾
Not Started
In Progress
In Progress - Ext
Pending
On Hold
Done
Operations
Marketing
MGP
Company
AidFinder
Rodney
Supersure
Rad Data
IRG
Hannah×JG×
▲ High
▲ Urgent
▲ High
▲ Medium
▲ Low
None
✓ On track
In Progress ▾
Not Started
In Progress
In Progress - Ext
Pending
On Hold
Done
Operations
Marketing
MGP
Company
AidFinder
Rodney
Supersure
Rad Data
IRG
Keren×
▲ Medium
▲ Urgent
▲ High
▲ Medium
▲ Low
None
✓ On track
In Progress ▾
Not Started
In Progress
In Progress - Ext
Pending
On Hold
Done
Operations
Marketing
MGP
Company
AidFinder
Rodney
Supersure
Rad Data
IRG
James H×
▲ Medium
▲ Urgent
▲ High
▲ Medium
▲ Low
None
✓ On track
In Progress ▾
Not Started
In Progress
In Progress - Ext
Pending
On Hold
Done
Operations
Marketing
MGP
Company
AidFinder
Rodney
Supersure
Rad Data
IRG
James H×
▲ High
▲ Urgent
▲ High
▲ Medium
▲ Low
None
⏰ Due soon
In Progress ▾
Not Started
In Progress
In Progress - Ext
Pending
On Hold
Done
Rad Data 1 ▾
Operations
Marketing
MGP
Company
AidFinder
Rodney
Supersure
Rad Data
IRG
Jun 30, 2026 12:37 PM
Agreements and privacy policies needed to make the data plan safe. Re-group with Trish May 20 @ 10:30 AM.
Emily×Trish×
▲ Low
▲ Urgent
▲ High
▲ Medium
▲ Low
None
✓ On track
In Progress ▾
Not Started
In Progress
In Progress - Ext
Pending
On Hold
Done
Marketing 6 ▾
Operations
Marketing
MGP
Company
AidFinder
Rodney
Supersure
Rad Data
IRG
▲ Medium
▲ Urgent
▲ High
▲ Medium
▲ Low
None
✓ On track
In Progress ▾
Not Started
In Progress
In Progress - Ext
Pending
On Hold
Done
Operations
Marketing
MGP
Company
AidFinder
Rodney
Supersure
Rad Data
IRG
▲ Medium
▲ Urgent
▲ High
▲ Medium
▲ Low
None
✓ On track
In Progress ▾
Not Started
In Progress
In Progress - Ext
Pending
On Hold
Done
Operations
Marketing
MGP
Company
AidFinder
Rodney
Supersure
Rad Data
IRG
Jun 30, 2026 12:14 PM
Emily to work on agreement.
Chadd×
▲ High
▲ Urgent
▲ High
▲ Medium
▲ Low
None
✓ On track
In Progress ▾
Not Started
In Progress
In Progress - Ext
Pending
On Hold
Done
Operations
Marketing
MGP
Company
AidFinder
Rodney
Supersure
Rad Data
IRG
Jun 30, 2026 12:15 PM
With Emily. Pending new agreement from vendor.
Chadd×
▲ Low
▲ Urgent
▲ High
▲ Medium
▲ Low
None
✓ On track
In Progress ▾
Not Started
In Progress
In Progress - Ext
Pending
On Hold
Done
Operations
Marketing
MGP
Company
AidFinder
Rodney
Supersure
Rad Data
IRG
Jun 30, 2026 12:16 PM
First review done; incorporating Chadd's feedback.
Chadd×
▲ High
▲ Urgent
▲ High
▲ Medium
▲ Low
None
✓ On track
In Progress ▾
Not Started
In Progress
In Progress - Ext
Pending
On Hold
Done
Operations
Marketing
MGP
Company
AidFinder
Rodney
Supersure
Rad Data
IRG
Chadd×
▲ Low
▲ Urgent
▲ High
▲ Medium
▲ Low
None
✓ On track
In Progress ▾
Not Started
In Progress
In Progress - Ext
Pending
On Hold
Done
MGP 4 ▾
Operations
Marketing
MGP
Company
AidFinder
Rodney
Supersure
Rad Data
IRG
Jun 30, 2026 12:25 PM
SOW for MGP — Keren working through this.
Keren×
▲ Medium
▲ Urgent
▲ High
▲ Medium
▲ Low
None
✓ On track
In Progress ▾
Not Started
In Progress
In Progress - Ext
Pending
On Hold
Done
Operations
Marketing
MGP
Company
AidFinder
Rodney
Supersure
Rad Data
IRG
Rodney×
▲ Low
▲ Urgent
▲ High
▲ Medium
▲ Low
None
Pending ▾
Not Started
In Progress
In Progress - Ext
Pending
On Hold
Done
Operations
Marketing
MGP
Company
AidFinder
Rodney
Supersure
Rad Data
IRG
▲ Low
▲ Urgent
▲ High
▲ Medium
▲ Low
None
Pending ▾
Not Started
In Progress
In Progress - Ext
Pending
On Hold
Done
Operations
Marketing
MGP
Company
AidFinder
Rodney
Supersure
Rad Data
IRG
▲ High
▲ Urgent
▲ High
▲ Medium
▲ Low
None
✓ On track
Pending ▾
Not Started
In Progress
In Progress - Ext
Pending
On Hold
Done
Company 8 ▾
Operations
Marketing
MGP
Company
AidFinder
Rodney
Supersure
Rad Data
IRG
Jun 30, 2026 12:30 PM
Change from single member to partnership. With Sandra — pending Steve's return.
Sandra×
Barry×
▲ High
▲ Urgent
▲ High
▲ Medium
▲ Low
None
✓ On track
Pending ▾
Not Started
In Progress
In Progress - Ext
Pending
On Hold
Done
Operations
Marketing
MGP
Company
AidFinder
Rodney
Supersure
Rad Data
IRG
Jun 30, 2026 12:30 PM
Emily to follow up with Rodney.
Rodney×
▲ Low
▲ Urgent
▲ High
▲ Medium
▲ Low
None
✓ On track
In Progress ▾
Not Started
In Progress
In Progress - Ext
Pending
On Hold
Done
Operations
Marketing
MGP
Company
AidFinder
Rodney
Supersure
Rad Data
IRG
Jun 30, 2026 12:30 PM
Pending with Emily.
Emily×
▲ High
▲ Urgent
▲ High
▲ Medium
▲ Low
None
⏰ Due soon
In Progress ▾
Not Started
In Progress
In Progress - Ext
Pending
On Hold
Done
Operations
Marketing
MGP
Company
AidFinder
Rodney
Supersure
Rad Data
IRG
Jun 30, 2026 11:52 AM
Review completed; waiting for Hannah's input on questions.
Emily×
▲ Medium
▲ Urgent
▲ High
▲ Medium
▲ Low
None
⏰ Due soon
In Progress ▾
Not Started
In Progress
In Progress - Ext
Pending
On Hold
Done
Operations
Marketing
MGP
Company
AidFinder
Rodney
Supersure
Rad Data
IRG
▲ Low
▲ Urgent
▲ High
▲ Medium
▲ Low
None
In Progress ▾
Not Started
In Progress
In Progress - Ext
Pending
On Hold
Done
Operations
Marketing
MGP
Company
AidFinder
Rodney
Supersure
Rad Data
IRG
Karen×
▲ Low
▲ Urgent
▲ High
▲ Medium
▲ Low
None
In Progress ▾
Not Started
In Progress
In Progress - Ext
Pending
On Hold
Done
Operations
Marketing
MGP
Company
AidFinder
Rodney
Supersure
Rad Data
IRG
Rodney×
None
▲ Urgent
▲ High
▲ Medium
▲ Low
None
Not Started ▾
Not Started
In Progress
In Progress - Ext
Pending
On Hold
Done
Operations
Marketing
MGP
Company
AidFinder
Rodney
Supersure
Rad Data
IRG
Sandra×
None
▲ Urgent
▲ High
▲ Medium
▲ Low
None
✓ On track
In Progress ▾
Not Started
In Progress
In Progress - Ext
Pending
On Hold
Done
AidFinder 4 ▾
Operations
Marketing
MGP
Company
AidFinder
Rodney
Supersure
Rad Data
IRG
Emily×
▲ High
▲ Urgent
▲ High
▲ Medium
▲ Low
None
✓ On track
Pending ▾
Not Started
In Progress
In Progress - Ext
Pending
On Hold
Done
Operations
Marketing
MGP
Company
AidFinder
Rodney
Supersure
Rad Data
IRG
Jun 30, 2026 12:35 PM
Anna J. drafting — will go to Keren.
Keren×
▲ Medium
▲ Urgent
▲ High
▲ Medium
▲ Low
None
✓ On track
In Progress ▾
Not Started
In Progress
In Progress - Ext
Pending
On Hold
Done
Operations
Marketing
MGP
Company
AidFinder
Rodney
Supersure
Rad Data
IRG
Jun 30, 2026 12:35 PM
Keren to review. Timeline: slow walk, target June.
Keren×
▲ Low
▲ Urgent
▲ High
▲ Medium
▲ Low
None
✓ On track
In Progress ▾
Not Started
In Progress
In Progress - Ext
Pending
On Hold
Done
Operations
Marketing
MGP
Company
AidFinder
Rodney
Supersure
Rad Data
IRG
Jack×
▲ Medium
▲ Urgent
▲ High
▲ Medium
▲ Low
None
✓ On track
In Progress ▾
Not Started
In Progress
In Progress - Ext
Pending
On Hold
Done
✓ Done 12
▾
Vera Reporting (IRG)
Review from Trish received; incorporating language with Max's description of personal data accessible via Ramp. Will also pipe to Sage.
MaxTrish
—
—
Done
Infraless Data LLC Contract
Working to meet requested timeline of Monday 5/18. ClickUp task completed.
Rodney
—
—
Done
Mother London NDA
Emily working with vendor. In progress.
Emily
—
—
Done
Figma Procurement
In progress — pending Rodney to review risk memo.
Rodney
—
—
Done
Headshot project
Pending Emily to review. Stephany sent terms to align with Karen's waiver. Emily to create single release for Trish; ensure addition to CIIA via Sterling.
EmilyTrishSterlingStephany
—
—
Done
Ironclad Agreements (Des Moines)
Emily to work on when creation is done.
Emily
Agreement
—
Done
Ironclad Recovery Services Admin Services Agreement
Draft from Sandra sent to Steve/Rodney on 4/14.
SandraSteveRodney
Agreement
—
Done
Meeting Minutes
Sandra finalizing.
Sandra
Minutes
—
Done
Andres — contractor NDA
NDA completed — PENDING HIS SIGNATURE.
Andres
—
—
Done
Andres — contractor agreement
90-day contractor. Agreement in progress with Eden.
Eden
—
—
Done
Berl Jones — contractor agreement
Month-to-month. Pending CF to confirm Reps & Warrants. Confirmation from OC received.
—
—
Done
Jarad Bell SOW
Anna J. drafting — will go to Keren.
Anna J.Keren
—
—
Done
🗄 Archived items 2
Brightquery
AidFinder · On Hold · Archived Jun 30, 2026
Docebo NDA (Supersure) — Jim Lee
Operations · Pending · Archived Jun 30, 2026
Item archived
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