Your book at a glance. Set each widget's date range.
You have 4 tasks due.
4 tasks are overdue.
Open L&R opportunities by policy stage — not the Leads list. API is each policy's annual premium, set on a file's L&R Insurance tab.
| Status | API | Count |
|---|---|---|
| Total open | $22,874.00 | 12 |
| Lead | $3,420.00 | 2 |
| First Meeting | $4,560.00 | 2 |
| Submitted | $1,320.00 | 1 |
| Underwriting | $3,620.00 | 2 |
| Notes/Tests Required | $2,150.00 | 1 |
| Offer of terms | $1,980.00 | 1 |
| Policy Accepted | $5,824.00 | 3 |
28 policies on the book: 12 open · 0 insurer status · 14 in force · 2 cancelled.
No activities in this period.
| Submitted API | $9,312.00 |
| Issued API | $8,914.00 |
| Cancelled API | $1,705.00 |
| Net API | $7,209.00 |
| API Completion Rate | 95.73% |
| App Completion Rate | 85.71% |
| Submitted API | $9,312.00 |
| Issued API | $8,914.00 |
| Cancelled API | $1,705.00 |
| Net API | $7,209.00 |
| API Completion Rate | 95.73% |
| App Completion Rate | 85.71% |
No policy activity in this period.
No policy activity in this period.
No policy activity in this period.
Total Inforce API is your whole book today. Issued and Cancelled cover the 12 months to 06/10/2026. Persistency is the share of the premium that was on risk a year ago and still is; it reads "—" when it cannot be measured — either nothing was on risk that far back, or the provider's export records no cancellation dates at all. 4 of 6 providers supplied no cancellation dates, so their persistency is unknown and the Total reflects only the rest.
| Provider | Total Inforce API | Issued API (12m) | Cancelled API (12m) | Persistency (12m) |
|---|---|---|---|---|
| AIA | $8,475.00 | $0.00 | $1,260.00 | 87.06% |
| Southern Cross | $6,180.00 | $0.00 | $0.00 | — |
| Fidelity Life | $4,350.00 | $1,460.00 | $0.00 | — |
| Chubb Life | $2,365.00 | $1,890.00 | $0.00 | — |
| Asteron Life | $1,425.00 | $1,820.00 | $0.00 | — |
| nib | $505.00 | $3,744.00 | $445.00 | 53.16% |
| Partners Life | $0.00 | $0.00 | $0.00 | — |
| Total | $23,300.00 | $8,914.00 | $1,705.00 | 92.22% |
| Adviser | Submitted API | Issued API | Cancelled API | KiwiSaver |
|---|---|---|---|---|
| Total | $9,312.00 | $29,124.00 | $1,705.00 | 0 |
| Maia Sinclair | $9,312.00 | $29,124.00 | $1,705.00 | 0 |