Concept demo  ·  placeholder brand "Beacon" (swap for chosen name)  ·  sample data, not a live system

Beacon

Adviser OS · Cape Summit Advisory
Sam Rivera
SR

Good morning, Sam.

Here is what needs you today. Three things carry a clawback risk.

3
Unpaid policies
Clawback risk
5
Cross-sell gaps
Opportunity
4
Reviews due this month
Prep needed
R2,140
Commission variance
Check statement

Needs you today unpaid policies, month-end approaching

M. Naidoo
Life · premium unpaid this month
L. Dlamini
Income Protection · premium unpaid this month
S. Abrahams
Retirement Annuity · premium unpaid this month

Cross-sell to look at gaps in core cover

R. Petersen
Holds Dread Disease only · no life cover in place
T. van Wyk
Life only · no income protection