Reports & Analytics

3
Notifications
3 New
New Lead Assigned
Michael Chang was assigned to your pipeline.
10 mins ago
Policy Issued
AIA Life policy POL-2026-8812 is now active.
1 hour ago
Claim Assessment
Claim CLM-2026-901 updated by Underwriter.
3 hours ago

Lead Conversion & Performance Reports

Export performance metrics by advisor, channel, and quote conversion rates.

Leads Captured by Source
Advisor Conversion Funnel
Advisor Performance Breakdown
Advisor Name Leads Assigned Quotes Issued Policies Issued Conversion Rate Annual Premium Total
Sushant Yadav 142 110 89 62.6% $1,420,000
Priya Patel 98 75 54 55.1% $890,000