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 | $22,874 | 12 |
| Lead | $3,420 | 2 |
| First Meeting | $4,560 | 2 |
| Submitted | $1,320 | 1 |
| Underwriting | $3,620 | 2 |
| Notes/Tests Required | $2,150 | 1 |
| Offer of terms | $1,980 | 1 |
| Policy Accepted | $5,824 | 3 |
+5 more
+22 more
| Submitted API | $9,312 |
| Issued API | $8,914 |
| Cancelled API | $1,705 |
| Net API | $7,209 |
| API Completion Rate | 96% |
| App Completion Rate | 86% |
| Submitted API | $9,312 |
| Issued API | $8,914 |
| Cancelled API | $1,705 |
| Net API | $7,209 |
| API Completion Rate | 96% |
| App Completion Rate | 86% |
No policy activity in this period.
No policy activity in this period.
No policy activity in this period.
| Provider | Total Inforce API | Issued API | Cancelled API | Persistency |
|---|---|---|---|---|
| AIA | $8,475 | $0 | $1,260 | 87% |
| Southern Cross | $6,180 | $0 | $0 | 100% |
| Fidelity Life | $4,350 | $1,460 | $0 | 100% |
| Chubb Life | $2,365 | $1,890 | $0 | 100% |
| Asteron Life | $1,425 | $1,820 | $0 | 100% |
| nib | $505 | $3,744 | $445 | 53% |
| Partners Life | $0 | $0 | $0 | — |
| Total | $23,300 | $8,914 | $1,705 | 93% |
| Adviser | Submitted API | Issued API | Cancelled API | KiwiSaver |
|---|---|---|---|---|
| Total | $9,312 | $29,124 | $1,705 | 0 |
| Maia Sinclair | $9,312 | $29,124 | $1,705 | 0 |