Insights
Exports, persistency, funnel, and cohorts.
6 flagged from policy status · 92.6% in force
In-force rate
92.6%
active + issued / total
At-risk policies
6
in-grace + lapsed
In grace
1
clock running
Lapsed
1
needs reinstatement
Risk below is derived from policy status only (in-grace and lapsed). Payment-based signals — NSF, missed drafts, and chargeback-window exposure — need the payments feed, which isn't connected yet.
In-force trend
Currently 92.6% of issued policies remain in force.
Rate by month
Rescue queue
6 policies need a touch this week. Ordered by urgency.
| Client | Product | Risk | Days | Suggested action | APV | Actions |
|---|---|---|---|---|---|---|
Patricia Hollis Allianz | Benefit Control annuity | Lapse pending | 19d | Client mentioned a withdrawal — review RMD strategy before surrender. | $58.0k | |
Steven Branch F&G | Safe Income Plus myga | Chargeback risk | 34d | Inside year-one window — schedule a value review to reinforce the hold. | $41.0k | |
Raymond Okafor Nationwide | Peak 10 FIA annuity | In grace | 6d | Grace ends in 3 days — secure the renewal premium today. | $72.0k | |
Yolanda Pierce Corebridge | Power Index Premier annuity | NSF | 4d | NSF on last draft — text the autopay update link. | $33.5k | |
Howard Klein American Equity | AssetShield 10 annuity | Missed payment | 14d | High-value — call personally, offer to walk through the statement. | $120.0k | |
Gloria Mendez Athene | Agility 10 FIA annuity | Missed payment | 11d | Call re: missed transfer — bank ACH bounced, re-confirm routing. | $96.0k |