Date:
Inception & Endorsement (File Upload)
Total Inception
Employee file uploads marked as inception
Total Endorsement
All non‑inception successful uploads
Employee Enrollment
Draft / Enrolled
/
Employees in draft / enrolled status for the day
Open for Enrollment Policies
Policies currently open for enrollment
TPA & Insurer Batch Summary
TPA (Inception / Endorsement)
/
Successful TPA events
Insurer (Inception / Endorsement)
/
Successful insurer events
Sales Funnel & Leads
Opportunities & Won
/
Total opportunities created vs converted
RFQ (Created / Sent to Insurer)
/
Movement from opportunity to RFQ
QCR (Created / Sent to Client)
/
Quotes prepared and shared
Total Leads & Activities
/
Lead entries and logged touchpoints
BDS Policy Transactions
Total BDS Transactions
All policy transactions processed
BDS (Policy / Endorsement)
/
Split of inceptions vs endorsements
BDS by Policy Type
| Policy Type | Count |
|---|---|
| No BDS activity recorded for today. | |
Claims
Total Claims Registered for the day
Claim Status Breakdown
The total claims received so far are listed policy type-wise.
$total_gmc_status_wise_claim_count ?? [],
'GPA Claims' => $total_gpa_status_wise_claim_count ?? [],
'EDLI Claims' => $total_edli_status_wise_claim_count ?? [],
'GTLI Claims' => $total_gtli_status_wise_claim_count ?? [],
];
$hasAnyClaimData = false;
?>
$rows): ?>
| Status | Count |
|---|---|