Sathapana Bank
Sathapana Bank

Bancassurance Head Dashboard

One View Summary

Unit: USD MnPeriod: MTD
Premium collected (Mn)
4.82Mn
Target: 6.20 Mn
78%
Ach.
LI
3.10
GI
1.72
+5.8% vs LM+12.6% vs LY
APE
2.16Mn
Target: 2.55 Mn
85%
Ach.
Single
0.89
Regular
2.07
+4.6% vs LM+12.3% vs LY
ATS
375USD
Target: 410 USD
91%
Ach.
Overall
375
Tgt 410
LI
379
Tgt 420
GI
370
Tgt 390
+2.1% vs LM+7.4% vs LY
Policy count
12,840
Target: 15,200
84%
Ach.
LI
8,190
GI
4,650
+4.8% vs LM+10.2% vs LY
Fee
0.43Mn
Target: 0.52 Mn
82%
Ach.
LI
0.29
GI
0.14
+3.4% vs LM+9.8% vs LY
Activation
61%
Target: 100%
As on today
61%
+2.5pp vs LM
Persistency %
86%
Target: 92%
93%
Ach.
LI
88%
GI
83%
+1.4pp vs LM+3.2pp vs LY
Funnel View
As on date
Stage 1
KYC & Onboarding
No.
24,800
Vol
5.42
TAT
0.6d
Stage 2
Needs Analysis
No.
21,500
Vol
4.95
TAT
0.9d
Stage 3
Quote & Illustration
No.
18,900
Vol
4.51
TAT
1.1d
Stage 4
Application & Proposal
No.
16,100
Vol
4.18
TAT
1.4d
Stage 5
Pending Underwriting
No.
14,250
Vol
3.86
TAT
2.2d
Stage 6
Policy Issued
No.
12,840
Vol
3.54
TAT
2.8d
Premium Trend
APE Trend
TAT Trend
Rolling average (days)

Contribution Analysis

Unit: USD Mn
Premium distribution
Total 4.82 / Target 6.25
Retail
Business
Premier Banking
Retail (NTB / ETB / Cross-sell)
Total 2.42 / Target 2.95
NTB
ETB
Cross-sell
Business (NTB / ETB / Cross-sell)
Total 1.52 / Target 2.14
NTB
ETB
Cross-sell
Premier Banking (NTB / ETB / Cross-sell)
Total 0.88 / Target 1.16
NTB
ETB
Cross-sell

Focus Regions

Lowest 5 performing regions
#Last
Pursat
20%
Achievement
#2nd Last
Svay Rieng
30%
Achievement
#3rd Last
Kampong Cham
35%
Achievement
#4th Last
Prey Veng
40%
Achievement
#5th Last
Banteay Meanchey
45%
Achievement

Incentive + Waiver Analysis

Unit: USD Mn
Waived premium
0.312 Mn
Target: 0.260 Mn
-7.8% vs LM
Waiver %
64%
Target: 60%
-4.2pp vs LM
Waiver Trend
Rolling average
Incentive eligibility by region
Bottom 5 regions (eligible / total)

Quality

As on today
Licensed staff
74%
Target: 90%
Certified staff
68%
Target: 85%
Complaints
38
Target: 0
Early and Non-early claims
Cases · Volume (USD Mn) · Roll-rate
Early · 30 days
18
Volume 0.32 Mn
Early · 60 days
12
Volume 0.21 Mn
Roll-rate 67%
Early · 90 days
8
Volume 0.14 Mn
Roll-rate 67%
Non-early claims
24
Volume 0.46 Mn
Claims raised after 90 days

MIS & Reports

Library of operational, regulatory and analytical reports
Daily Premium Register
End-of-day premium collection by branch and channel.
Last generated · 10 mins ago
Branch Activation Log
Branch-wise active seller and activation rate snapshot.
Last generated · 32 mins ago
Target vs Achievement
Target attainment across Premium, APE, ATS and Policy count.
Last generated · 1 hr ago
Single Premium vs. Regular Premium
Mix and trend of single vs regular premium contribution.
Last generated · 2 hrs ago
Policy vs Premium vs Fee Register
Consolidated register across policies, premium and fees.
Last generated · Today, 09:10
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