Sales Analytics Dashboard
| Name | Role | Actions |
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| Broker | Team | Score | Auto | Override | Effective |
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The Lead Pot holds customer contact details, so it's visible only to signed-in Stonewell staff.
| Name | Contact | Product | State | Status | Owner | Team | Calls | Created |
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| Business | Contact | Phone | State | Type | Priority | Status | Owner | Updated |
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| Date | Source | Reference | New business | Renewal | Endorse. | Cancel. | Fees | Total |
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| Client | Invoice # | Policy # | Insurer | Amount | Past terms | Status | Cancellation date | Effective date |
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Merge fields: {{insurer_name}} {{invoice_count}} {{policy_count}} {{endorsement_count}} {{total_amount}} {{date}}. New business & renewals (N/B, RWL) are listed first with their own subtotal; endorsements (END, ECN) get the paragraph above and their own table; a section with nothing to list is left out. Each table has invoice #, policy #, insured, class, type, invoice date, terms, days past terms and amount. Sent from the accounts mailbox; a [Ref …] tag is added to the subject so replies are matched.
[Ref SW-R…] tag in its subject) mark every invoice on it "Instructions received".
| Insurer | Debtors | Instructions requested | New since last request | Instructions received | Last request sent |
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| Sent | Insurer | To | Invoices | Total | By |
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| Client | Code | Phone | Mobile | Address | Policy # |
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MS_TENANT_ID, MS_CLIENT_ID and MS_CLIENT_SECRET Worker secrets (same ones Payroll already uses). "From name" isn't sent — Microsoft shows the mailbox's own display name, not a per-message override. "Test recipient" is where each notice's Send test email button below delivers a real email (sample data, or the real debtor you're previewing) — never to a client. The test mobile receives real texts in test mode and from Send test SMS; leave it blank and texts are emailed to you instead.The raw Outstanding Premium Listing includes every unpaid invoice, even ones raised this week. A new invoice becomes a debtor only once it is at least the set number of days past the policy start date and at least the minimum age from its invoice date (the age rule is the backstop — it also covers rows with no start date). Invoices already being tracked are always updated regardless.
| Date | Type | Uploaded by | File | Rows | New | Updated | Missing |
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| Client code | Insured | Expiry date | Broker | Policy number | Insurer | Premium | Status |
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Pre-renewal emails go out through Microsoft 365 from the renewals mailbox below (it must exist in your Microsoft 365 tenant, and be covered by the mail-send app's access policy if one is in place). Texts go through the email-to-SMS gateway, which only accepts senders authorised with it — so they use the Debtors address until renewals@ is authorised too. Customers with no email or mobile on file (here or in Contact Info) stay in Pre Renewal.
Merge fields: {{client_name}} {{policy_number}} {{insurer}} {{policy_type}} {{expiry_date}} {{expiry_date_short}} {{renewal_month}} {{renewal_months}} {{premium}} {{client_code}} {{account_manager}} {{broker}} {{days_to_expiry}}
Three templates, picked in the popup: Retail, Wholesale, or Claims Made (the Claims Made tick overrides the other two). Each has its own body and two complete signatures — annual payment or monthly instalments — chosen automatically by the Funded flag; use the switch on the right to edit each one. {{market_table}} is where the renewal-terms / market-premiums table goes (added after the body if left out). Blank = the standard wording shown.
Merge fields: {{client_name}} {{policy_number}} {{insurer}} {{policy_type}} {{expiry_date}} {{premium}} {{renewal_premium}} {{market_table}} {{quote_count}} {{client_type}} {{broker}} {{account_manager}} {{sign_button}} (the "Review and sign" button — added before the signature automatically when a Proposal / Record of Answers is attached) {{market_premiums}} (the "We have remarketed your policy…" wording plus one line per market premium — empty when none were added) {{proposal_link}} {{new_premium}} {{new_monthly_premium}} (the invoice's 12-monthly-payments figure) · {{insurer}} and {{policy_number}} are the policy being renewed onto (the new insurer / number when they changed, read from the invoice); {{previous_insurer}} {{previous_policy_number}} give the expiring ones {{last_year_premium}} {{renewal_date}} · wrap a section in {{#market_premiums}} … {{/market_premiums}} to show it only when quotes were added · {{premium_allianz}} {{premium_bzi}} {{premium_qbe}} etc. fill a fixed insurer table (rows for insurers not quoted are removed; quotes with no row are appended)
Blank proposal PDFs the team can send from a renewal with Request proposal. The client fills the form in and signs it online through a private link; the signed copy comes back to the renewal's Documents and you are emailed.
What happens when a broker clicks Request proposal on a renewal: the client gets a private link on the address below, the email uses the wording here, and the signed copy triggers the notification.
Links look like https://sign.stonewellinsurance.com.au/bahadur-singh-chauhan/8kQ2…. The domain must be attached to this Worker as a custom domain; on it, only the signing pages exist — the dashboard is never served there.
Merge fields: {{client_name}} {{policy_number}} {{insurer}} {{policy_type}} {{expiry_date}} {{message}} (your note from the popup) {{form_name}}. The Complete & sign button with the private link is added underneath automatically, and the blank form is attached.
Each further follow-up waits the same number of days again, counted from the last one — a manual Send follow-up from the renewal resets the clock. They go out between 9am and 4pm Brisbane time on the day they fall due, and stop by themselves once the signed copy arrives, the request is cancelled, the link expires or the renewal is closed.
Merge fields: the request-email ones above plus {{form_name}} {{sent_date}} {{days_waiting}} {{reminder_number}} {{reminder_total}}. The Complete & sign button with the same private link is added underneath automatically.
| When | By | File | Rows | New | Updated | Still in pot |
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rows found. Each field has been matched to a column of the file — change any that look wrong. Fields marked not in file are left blank. Your choices are remembered for next time.
| Sent | To | Invoices | Total | Reply | By |
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Set the monthly and annual (financial-year) targets used to measure pace and forecast. Amounts in AUD.
Merge fields: {{client_name}} {{policy_type}} {{insurer}} {{policy_number}} {{new_premium}} {{new_monthly_premium}} {{broker}} {{market_premiums}} (the comparison list, only when other quotes were added) · wrap a section in {{#market_premiums}} … {{/market_premiums}} to show it only with quotes · {{sign_button}} / {{proposal_link}} place the sign button in the policy documents email. Documents ticked "attach" go with every email.
Recording a quote starts the quote-ageing timer for this lead.
The Claims board holds customer details, so it's visible only to signed-in Stonewell staff.
| Client | Claim / Policy | Type | Insurer | Stage | Priority | Owner | Date of Loss | Due |
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Set your own targets across three horizons — short-term (3 months), medium-term (6 months) and long-term (12 months) — and track progress yourself.
| Broker | Sessions | Last session |
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| Date | Broker | Topics | Logged by |
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Every broker is driven toward a 30% conversion target — under 20% is critical, under 25% is watch, under 30% is approaching, 30%+ is on target. Each card analyses that broker's own call behaviour, funnel (fact-finds → quotes → sales) and premium/GWP to explain why, and what to do about it.
| Broker | Client | When | Category | Sev | Opportunity | Status | Assigned |
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Call history holds customer details, so it's visible only to signed-in Stonewell staff.
| When | Dir | Contact / Number | Linked to | Staff | Duration | Outcome | Summary |
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| Broker | Team | Calls | Out | In | Connected | Connect % | Missed | VM | Talk time | Avg |
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The Compliance register holds client and coaching details, so it's visible only to signed-in Stonewell staff.
| Client | Broker | Category | Penalty | Policy / Code | Policy Type | Quality | Deducted | Rectified | Incident |
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The Sales Ledger holds customer and commission data, so it's visible only to signed-in Stonewell staff.
| Client | Product | Policy # | GWP | Comm | Payment | Cleared | Owner | Team | Date Sold |
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Your personal dashboard shows only your own leads, quotes and sales.