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Intelligence Command Center

Real-time strategic overview of your entire team — every metric that matters, surfaced instantly.

Total Premium

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Active Agents

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Active Policies

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This Month

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Revenue This Month

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— policies

Renewals At Risk

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Overdue renewals

Inactive Agents

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No sales in 60d

Conversion Rate

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Prospects → Customers

12-Month Performance Trend

Policy Mix

Critical Alerts0

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Top 5 Agents This MonthLive

#	Agent	Policies	Premium	Share

Total Agents

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— with sales

Avg Premium / Agent

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Team average

Top Agent Share

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Of total premium

Policies / Agent

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Team efficiency

Agent-by-Agent Premium Comparison

Full Team Scorecard

Rank	Agent	Policies	Premium	Customers	Renewals Collected	Share%

Pending Renewals

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Needs collection

Collected This Month

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— renewals paid

Missed / Lapsed

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₹— lost

Overdue (Past Due)

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Immediate action

Monthly Renewal Collection Trend

Renewal Funnel

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Overdue Renewals0

Customer	Policy	Days Overdue	Premium	Agent

Due This Week0

Customer	Policy	Due Date	Premium	Agent

Agent Activity Overview

Productivity Tiers

Agent Productivity Report

Agent	Last Active	Actions (30d)	Policies Sold	Customers	Prospects	Score	Status

Total Customers

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Portfolio

Avg Premium / Customer

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Revenue per head

No Active Policy

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Upsell opportunity

Birthdays This Month

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Engagement chance

Customer Segments

Customers With No Active Policy0

Name	Phone	City	Agent	Joined

Birthdays This Month

Name	Phone	DOB	Agent

Strategy Tip

Birthday months are the #1 highest policy conversion moments. Have agents personally call these customers with a renewal or new policy offer this month.

Customers By Agent

Active Policies

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₹— total

Lapsed Policies

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Winback opportunity

Expiring (30d)

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Need renewal push

Avg Policy Value

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Per active policy

Premium by Policy Type

Policy Type Breakdown

Policies Expiring in Next 60 Days

Policy No.	Customer	Type	Premium	Expiry	Days Left	Agent

Total Earned

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All commissions

Paid Out

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Settled

Pending Payout

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Yet to pay

Payout Ratio

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Paid vs total

Commission by Type

Agent Commission Breakdown

Agent	Total Earned	Paid	Pending	Payout%

Total Leads

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In pipeline

Conversion Rate

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Leads → Customers

Overdue Follow-ups

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Past scheduled date

Follow-ups Today

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Scheduled today

Conversion Pipeline

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Leads by Source

Overdue Follow-ups0

Prospect	Phone	Days Overdue	Agent	Status

Today's Follow-ups0

Prospect	Phone	Source	Agent	Status

Team Size

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Total agents

MoM Growth

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Month-over-month

Team Utilization

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Active agents ratio

Productive Agents

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With at least 1 policy

Monthly Growth — Premium & Policies

Recent Recruits

Inactive Agents (60+ Days)

Agent	Phone	Joined	Last Policy	Status

Performance Distribution

Critical Risks

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Immediate attention

Warnings

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Monitor closely

Revenue at Risk

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Potential loss

Never Sold

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Agents with 0 sales

Critical Risk Alerts0

Warning Alerts0

Lapsed Policy Winback Opportunities

Policy No.	Customer	Phone	Type	Premium	Lapsed On	Agent

🏆 Team Leaderboard

Live rankings across all key metrics. See who leads the charge.

Full Leaderboard — Premium Ranking

Complete Rankings

Rank	Agent	Policies	Premium	Customers	Renewals

Milestone Achievers

Milestone Levels

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