Guided demo — Dashboard. A real-time overview of the whole book — premiums, commission and policy status at a glance.
Dashboard
Sample data from a live advisor book — explore freely. Nothing here is saved.
Active Book Value
R3 833
Monthly active premiums
Commission Earned
R52 578
Across all issued policies
Total Clients
8
In your directory
Active Policies
10
of 12 total
Replacements
8
Tracked to cancellation
Lapsed
1
Needs conservation
Outstanding tasks
Conservation call — lapsed policy · Thabo Molefe · PL-00011NadiaOverdue
Confirm cancellation letter received · Naledi Khumalo · PL-00041MichelleToday
Follow up 3rd SO reservation · Pieter Botha · PL-00071AshleighTomorrow
Onboarding — pipeline policy · Zanele Mthembu · PL-00081Michelle20 Jul
Ready to manage your own book?
Start free with 20 clients — no card required.