Dashboard
Tele RM · Isha Malhotra · Team Alpha
Quick QCR
Start an urgent quotation response — no Need Analysis required.
₹2.4L
Fresh Premium Booked (MTD)
18
NOP
31.6%
Conversion Ratio
82%
Target vs Achievement
7
Pending Cases
Today's Tasks
AI PrioritisedFollow up: Rohan Kapoor — Term Plan quote expires today
Submit Vikram Shah proposal — underwriting deadline
Call back: Sneha Iyer — needs health plan clarification
Update lead notes for 4 prospects from yesterday's session
Review product comparison — Term Protector™ vs LIC
Monsoon Surge Contest: 3 more policies needed for Platinum tier
MTD Cases
84
Leads Assigned
71
Leads Worked
28
Proposals Sent
18
Policies Issued
12
Renewals Processed
Lead Pipeline
13
New Lead
21
Need Analysis
17
Quote Sent
11
Proposal
8
Closed Won
Lead Management
Policy Management
Premium Booked Trend
Last 12 weeks
Product Mix
Product Performance
| Product | Policies Sold | Premium | Share |
|---|---|---|---|
| Term Plan | 8 | ₹1.10L | 44% |
| Term Protector™ | 4 | ₹82,400 | 22% |
| Health Cover | 4 | ₹58,400 | 22% |
| Investment Plan | 2 | ₹54,800 | 12% |
Insurer Performance
| Insurer | Policies | Premium | Share |
|---|---|---|---|
| LIC | 6 | ₹1.10L | 33% |
| HDFC Life | 4 | ₹82,000 | 22% |
| ICICI Prudential | 4 | ₹72,000 | 22% |
| Max Life | 3 | ₹54,000 | 17% |
| SBI Life | 1 | ₹54,800 | 6% |
Rewards & Recognition
Monsoon Surge Contest
3rd Place₹72,000 of ₹1.0L target
Team Alpha Leaderboard
#1 This Week12 policies issued in 5 days
Product Specialist Badge
Unlocked5+ Term Protector™ policies