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CSV or Excel (.xlsx). We match each invoice to the Stonewell broker who placed it and show the Alpha vs Bravo breakdown. Matched on policy / invoice number (client name as a fallback). Only new business written in the selected period (above) is reported — renewals of policies sold outside it are excluded.
⚠ This date range has more sales than can be pulled from Monday in one request, so the total sales and Victory usage % below are approximate (totals under-counted). Narrow the period for exact figures.
Invoices funded
—
Total premium
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Active brokers
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Victory usage
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Usage (≤$35k)
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Not new business
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Team battle — invoices funded
By broker
Broker
Team
Invoices
% of invoices
Premium
% of value
Victory usage
Usage ≤$35k
Value share
Invoices funded — broker per invoice
Policy
Client
Broker
Team
Premium
Date sold
Product
Status
Not counted as new business
Stonewell Insurance · Premium Funding · figures sourced from the Stonewell Sales Ledger for the selected period.