Hi, Admin 👋
0
Total Clients
↑ this month
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Active Policies
↑ this month
$0
YTD Premium
↑ vs last yr
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Tasks Pending
↓ overdue
Monthly New Business
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Recent Activity
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Team Performance
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Upcoming Tasks
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Clients
Manage all client profiles and personal details
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With:
Without:
| Client Name | NRIC | Phone | Policies | Status | Adviser | Actions |
|---|
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General Insurance — Coming Soon
This module is under construction
and not yet available.
General Insurance
Motor, travel, home, maid and other GI policies
0 client(s)
| Name | NRIC | Phone | DOB | Adviser | Actions |
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Policies
All insurance policies linked to clients
Filter:
| Policy No. ⇅ | Client Name ⇅ | Insurer | Type | Premium ⇅ | Mode | Start ⇅ | Expiry | Status | Actions |
|---|
Tasks / Calendar
Google Calendar-style task management with client activity log
March 2026
Sun
Mon
Tue
Wed
Thu
Fri
Sat
📋 Today's Tasks
Reminders
Premium dues, client birthdays, and policy expiries — all in one list
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CS Tickets
Track issues, requests & collaborate in threads
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Open
0
In Progress
0
Resolved
0
Closed
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| # | Title | Priority | Category | Status | Assigned To | Created | Actions |
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IT Helpdesk
Report bugs, request features, or get help
0 Open
0 In Progress
0 Resolved
0 Closed
| Ticket | Title | Priority | Category | Status | Submitted By | Date | Actions |
|---|
Performance
Convention, YTD & MTD projections per adviser
Convention / MDRT
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YTD
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MTD
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Cases — Submitted / Est. Inforce
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Agency Target
Based on
official report
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Activities
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🚧
Documents & Uploads — Coming Soon
This module is under construction
and not yet available.
Documents & Uploads
Organized by Client → Policy → Date
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Change Password
Keep your account secure with a strong password
🔑 Update Password
MDRT / Convention
GELAC Convention, GELAC Awards, MDRT, IDA, EEP
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ABA Incentive
Disney Cruise Challenge
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Beacon Campaign / Convention
Insurer campaigns currently open
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FYGR Report
First Year Gross Revenue — MTD & YTD
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GR Report
Gross Revenue — MTD & YTD
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FYC Report
First Year Commission — MTD & YTD
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Submitted / Est. FYGR
Submitted & Estimated Inforce First Year Gross Revenue
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Submitted / Est. FYC
Submitted & Estimated Inforce First Year Commission
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Banding
Agent banding percentage by year
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Recommended Portfolio
Fund allocations & performance
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User Management
Admin-only: Manage all platform users
| Name | Role | Manager | Status | Joined | Actions |
|---|
Data Updates
External Excel sources & data parsing — refresh checklist
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AI Chat Settings
Configure AI model, token limits and API key
Telegram Alerts
Owner-only: Configure Telegram bot & manage agent Chat IDs
Bot Configuration
Daily Telegram Alert Schedule
How many days before the event the daily 09:00 SGT cron should send each alert. Applies to every adviser. Each Telegram message will be labelled (e.g. “30 days before”).
Birthdays always also fire on the day itself, regardless of advance setting.
Agent Chat IDs
Each agent must message your bot on Telegram and tap Start. Then check Fetch New IDs to auto-detect them.
| Agent | Role | Telegram Chat ID | Status | Actions |
|---|