All branchesTWTDTI
Firm-wide overview
Super Admin · all branches & business units
Commission (period)R 82 705,00
+8.2%
Active policies12
+12
Open deals14
Conversion23%
deals → issued
Runs to finalise0
clear
Pending approvals3
review
FICA expiring10
follow up
Unallocated leads5
assign
Commission & lapse trend
View allFinalise queue
View allNothing awaiting authorisation
Runs prepared by finance appear here for step-up finalisation.
Pipeline by stage
Policies by business unit
Branch premium (book)
Top advisors
View all- 1WCWerner CoetzeeR 16 318,001 open
- 2CFChanelle FourieR 13 989,003 open
- 3MPMarlene PretoriusR 13 405,004 open
- 4JBJohan BothaR 12 861,002 open
- 5KVKarien VenterR 11 932,003 open
Recent activity
- Andries Smit: lead discardedjust now
- Karien Smit: lead contactedjust now
- Chanelle Oosthuizen: lead converted1d ago
- Cobus Viljoen: lead contacted1d ago
- Marike Bekker: lead discarded1d ago
- Wessel Theron: lead meeting arranged1d ago
- Francois Lombard: lead new1d ago
- Francois Oosthuizen: lead lost1d ago
Branch breakdown
| Branch | Advisors | Clients | Policies | Premium book |
|---|---|---|---|---|
| Johannesburg · JHB | 3 | 12 | 11 | R 37 106,00 |
| Cape Town · CPT | 3 | 12 | 7 | R 33 324,00 |
Alerts
- 3 new clients awaiting approval1d ago
- FICA expiring for 5 clients within 45 days2d ago
- 4 leads aged in 'new' over 7 days1d ago
- Negative payout on slip SL-004 needs acknowledgement1d ago
- 1 open DSAR due in 12 days3d ago
- Consent withdrawn by client CL-0144d ago