Members
Agents
Products
Billing
Payables
Persistency
Billing Summary
Billing Period
Gross Billing
vs Prior Period
Today
$118k
+2%
+ 8.8%
Week to Date
$0.94m
+8.6%
-3%
Month to Date
$12.68m
+1%
+ 8.8%
Year to Date
$92.44m
+17%
+ 8.8%
Product
P1 Gross Count
vs Prior Period
Avg Ticket
vs Prior Period
TDK1
122
+31%
+ 8.8%
$371
+4%
+ 8.8%
America's Choice 750
68
+9%
+ 8.8%
$525
+9%
+ 8.8%
TDK2
66
+1.6%
-6%
$429
+1.6%
-2%
TDK5
40
+1.6%
-1%
$673
+1.6%
-1%
America's Choice 250
39
+2%
+ 8.8%
$497
+2%
+ 8.8%
Agency Summary
Metric
HIA
UES
UEP
PIA
IHO
PNHA
Atreus
ABC
PIP
AHA
Recapture Multiple
4.50
4.57
4.42
3.10
4.64
3.07
6.22
5.06
5.06
5.06
Collateral Value
$20.92m
$7.53m
$3.94m
$2.66m
$2.43m
$2.33m
$1.61m
$2.75m
$2.75m
$2.75m
Avg Gross Ticket
$441
$434
$427
$468
$407
$399
$412
$452
$452
$452
P1 Refund Rate
14%
18%
18%
23%
15%
32%
30%
30%
30%
24%
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Billing Trend
$16m
$14m
$12m
$10m
$8m
$6m
12.14m
12.76m
12.44m
12.59m
14.68m
15.71m*
Jul 24
Aug 24
Sep 24
Oct 24
Nov 24
Dec 24
Billing Metric
Nov24
vs Prior Month
vs Prior Year
Gross Billing
$14.18m
+9%
+ 8.8%
+17%
+ 8.8%
Net Billing
$13.31m
+10%
+ 8.8%
+17%
+ 8.8%
P1 Gross Billing
$3.02m
+9%
+ 8.8%
+15%
+ 8.8%
P1 Refunds
$0.89m
+8.6%
-1%
+14%
+ 8.8%
Product Performance
Product
Avg LTV
Avg Policy Life (Months)
No Take
P1
Attrition
P2
Attrition
P3
Attrition
P4
Attrition
P5
Attrition
P6+
Attrition
America's Choice 750
$5,160
11.6
27.9%
4.5%
5.8%
4.1%
4.2%
3.7%
3.5%
All ERISA
$6,045
11.7
30.1%
4.9%
5.6%
5.1%
4.2%
4.2%
3.5%
vs All ERISA
+8.6%
-11%
+8.6%
-1%
+8.6%
+7%
+8.6%
+1%
+8.6%
-1%
+8.6%
+10%
+8.6%
-0%
+8.6%
+6%
+8.6%
+1%
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