Dashboard

5
Notifications
5 New
New Lead Assigned
Michael Chang was assigned to your pipeline.
10 mins ago
Policy Issued
AIA Life policy POL-2026-8812 is active.
1 hour ago
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Total Clients
1,245
↑ 8.5% vs last month
Inforce Clients
892
↑ 6.7% vs last month
Inactive Clients
353
↓ 2.1% vs last month
Active Policies
2,134
↑ 7.4% vs last month
Total Annual Premium
$4.28M
↑ 9.2% vs last month
Client Status Overview
Total Clients: 1,245
Inforce: 892 (71.6%) Inactive: 353 (28.4%)
Clients by Source
Referral 485 (39.0%) Existing 320 (25.7%) Online 210 (16.9%) Partner 140 (11.2%) Other 90 (7.2%)
Activity Feed
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New client added
Rahul Sharma
18 Aug 2026, 10:45 AM
Policy issued
AIA Life - $1,000,000
18 Aug 2026, 09:30 AM
Follow up scheduled
Priya Patel
17 Aug 2026, 04:15 PM
Document uploaded
Kishore Kumar
17 Aug 2026, 11:20 AM
Client updated
Suman Pappula
16 Aug 2026, 02:35 PM
Recent Clients
View All Clients
Client Name Phone Number Status Source Policies Actions
Kishore Kumar 021 123 4567 Inforce Referral 3
View Client Profile View Policies
Rahul Sharma 021 555 6677 Inforce Broker / Partner 4
View Client Profile View Policies
Suman Pappula 021 987 6543 Inforce Existing Client 2
View Client Profile View Policies
Vandana Singh 022 345 6789 Inactive Online / Website 1
View Client Profile View Policies
Neha Gupta 027 654 3210 Inactive Referral 1
View Client Profile View Policies
Upcoming Follow Ups
View Calendar
Kishore Kumar
18 Aug 2026
Vandana Singh
19 Aug 2026
Ravi Mehta
20 Aug 2026
Neha Gupta
21 Aug 2026
Arjun Verma
22 Aug 2026
New Clients (This Month)
42 ↑ 12.3%
Policies Issued (This Month)
68 ↑ 15.6%
Claims Lodged (This Month)
11 ↓ 8.3%
Pending Tasks
27 View all