Persistency

Track renewal premiums, direct-debit health and lapse risk

Persistency rate
71%
10 of 14 active
Due in 30 days
4
Start outreach now
Due in 90 days
3
Proactive upsell window
Direct debit failures
4
Follow up by call
Overdue (last attempt)
4
Recover before lapse
CustomerPolicyProductPremiumDue dateStatusDebit modeAction
SM
Sophea Meas
+855 12 345 678
ML-44312Manulife Group Credit Life$18 / monthly
4 Jun
in 10d
Due ≤ 30 daysManual
LO
Lyhour Ouk
+855 78 992 110
ML-44290Manulife Boribo$28 / monthly
10 Jun
in 16d
Due ≤ 30 daysSI
BC
Bopha Chea
+855 17 884 552
ML-44275Manulife Savings Protector$48 / monthly
15 Jun
in 21d
Due ≤ 30 daysNACH
ML
Makara Lim
+855 12 660 119
ML-44260Manulife Boribo$28 / monthly
20 Jun
in 26d
Due ≤ 30 daysManual