Good afternoon, Sokha

Phnom Penh — Central Branch · Monday, 25 May 2026

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Month to date · May 2026

Performance Overview

Month to date · May 2026 · hover any chart element for details

Policy Issued
13
+18%vs. previous period
Premium Volume
$4,820
+12%Monthly recurring
Lead Conversion Rate
14%
+4 ptsLead → Issued
Rate Persistency
89%
Watch13-month in-force
Income Conversion Rate
27%
+2 ptsFee ÷ Premium
Policies Issued
Month to date · May 2026
Target: 25 / month
6
Dec 2026
6 · 24% of target
8
Jan 2026
8 · 32% of target
7
Feb 2026
7 · 28% of target
11
Mar 2026
11 · 44% of target
9
Apr 2026
9 · 36% of target
13
May 2026
13 · 52% of target
Dec
Jan
Feb
Mar
Apr
May
Product Mix
By policies sold
Manulife Boribo18 sold ·42%
Manulife Savings Protector14 sold ·33%
Manulife Group Credit Life11 sold ·25%
Total Premium (MTD)
$131
Recurring monthly

Proposal Status Tracker

Real-time CBS sync · Pending → Medical → Underwriting → Approved → Issued · last sync --:--:--

1. Pending
1
2. Medical
1
3. Underwriting
1
4. Approved
1
5. Issued
2

Persistency — Renewal Outreach

4 renewals due in 30 days · 4 direct-debit failures need follow-up

Open Persistency
Upcoming renewals (start outreach)
  • SM
    Sophea Meas
    Manulife Group Credit Life · $18/monthly
    Due in 10d
    4 Jun
  • LO
    Lyhour Ouk
    Manulife Boribo · $28/monthly
    Due in 16d
    10 Jun
  • BC
    Bopha Chea
    Manulife Savings Protector · $48/monthly
    Due in 21d
    15 Jun
  • ML
    Makara Lim
    Manulife Boribo · $28/monthly
    Due in 26d
    20 Jun
Direct-debit failures
  • Ratha Sin
    Insufficient funds · 2× attempts
    Follow up
  • Borey Noun
    Mandate expired · 1× attempts
    Follow up
  • Thida Ros
    Technical decline · 3× attempts
    Follow up
  • Samnang Touch
    Customer stop · 1× attempts
    Follow up

Customer Pipeline

Click any stage card to open a drill-down panel

Entered 18Issued 3E2E 17%
DP
Dara Pich
NID 789•••••••456
STP
KYC In ProgressOpen
VT
Vibol Tep
NID 552•••••••109
STP
KYC In ProgressOpen
SM
Sreyleak Mao
NID 907•••••••330
STP
KYC In ProgressOpen
LO
Lyhour Ouk
NID 210•••••••778
NSTP
Needs AnalysisOpen
BC
Bopha Chea
NID 443•••••••881
NSTP
Needs AnalysisOpen
PK
Panha Keo
NID 118•••••••742
STP
Needs AnalysisOpen
CS
Channary Sok
NID 320•••••••211
STP
Quote ReviewOpen
ML
Makara Lim
NID 660•••••••554
STP
Quote ReviewOpen
RH
Rina Heng
NID 335•••••••216
STP
Quote ReviewOpen
RS
Ratha Sin
NID 881•••••••043
STP
Awaiting SignatureOpen
SP
Sokunthea Prak
NID 228•••••••671
NSTP
Awaiting SignatureOpen
BN
Borey Noun
NID 771•••••••995
NSTP
Awaiting SignatureOpen
SM
Sophea Meas
NID 123•••••••012
NSTP
SLA breach — escalate
Pending DocsToday, 11:24
Latest 3-month bank statement required to validate declared income.
Pending UnderwritingOpen
TR
Thida Ros
NID 884•••••••303
NSTP
At UnderwritingToday, 10:02
Standard review in progress. No issues flagged.
Pending UnderwritingOpen
ST
Samnang Touch
NID 554•••••••118
NSTP
At MedicalYesterday, 16:48
Medical examination scheduled — awaiting clinic report from Naga Medical.
Pending UnderwritingOpen
KV
Kosal Vong
NID 456•••••••789
STP
ApprovedToday, 09:11
All checks cleared. Ready for policy issuance.
Approved — Ready to IssueOpen
CP
Chenda Pen
NID 228•••••••556
STP
Policy Issued22 May, 14:30
Policy active.
Policy ActiveOpen
RE
Rotha Em
NID 667•••••••224
STP
Policy Issued19 May, 10:05
Policy active.
Policy ActiveOpen