🚨
STUCK CASES
$0k premium
Loading...
⏱️
AGING ALERT
0 Days
Loading...
🏆
TOP PERFORMER
-
Loading...
Total Pipeline
0
All active cases
Total Face Amount
$0M
All active cases
Total Annualized Premium
$0k
Annualized premium
📊 Status Distribution
📈 Monthly Case Trend
💹 Monthly Face vs Annualized Premium
💰 Annualized Premium by Status
⏰ Case Aging Distribution
🚀 Daily Velocity (30 Days)
🎯 Advisor Conversion Rates
📊 Advisor Case Volume
💵 Advisor Annualized Premium Volume
🏆 Pending Leaderboard
Producer
Modal
Annualized
Δ (latest)
Sum (annualized)
| Rank |
Advisor |
Total Cases |
Pending |
Postponed |
Approved |
Issued |
Confirm Inforce |
Shopping |
Face Amount |
Annualized Premium |
Actions |
🧭 Manager Reports — Proactive & Predictive
📈 EOM Issued Premium Forecast
Projection using month‑to‑date issued run‑rate across remaining business days.
—
💎 High‑Value Pending (Top Quartile)
Pending cases in the top 25% by annualized premium for focused follow‑up.
—
🧭 Aging Exceptions
Pending>30d, Approved>45d, Shopping>60d, Postponed>90d — across the pipeline.
—
🛡️ Advisor Pipeline at Risk
Advisors with low conversion & large P/A/I pipeline premium needing coaching.
—
🏢 Carrier Bottlenecks
Carriers with the highest average days‑in‑status on non‑issued business.
—
🔮 Likely to Convert (Next 14 Days)
Heuristic shortlist: Approved ≤20d or Pending 8‑30d, ranked by premium.
—
🗓️ MTD Scorecard
All cases created this month (all statuses) with totals for team meetings.
—
♻️ Win‑Back Postponed
Postponed >90 days — high‑touch win‑back opportunities.
—
🆕 New Submissions (7 Days)
Recently submitted cases to ensure quick triage and assignment.
—
📦 Face Concentration Risk
Share of total face held in the top 10 cases — concentration exposure.
—