PR Dashboard Beta
Sign in to sync reports across your devices. Previously opened reports remain available offline on this device.
Fresh login/sign-up requires internet. After login, cached reports can still be viewed offline on this device.
PR Dashboard Beta
Persistency analysis · offline-ready
Offline-ready
New version available
Your work is autosaved. Update when you're ready.

Welcome to PR Dashboard

Install to Home Screen for an app-like experience. AIA Excel is processed on this device. Signed-in reports can sync securely to your account when online and remain cached for offline use.

Offline-ready. Your device keeps a local working copy. When online, signed-in reports sync to your account so you can continue on another device.
Beta calculation notice. Official PR calculation has been reconciled on the sample AIA Excel. Recovery cost, optimizer and reduced-policy logic still require more real-data checks before production reliance.

My Reports

Synced reports for this account. Open a report on this device once to keep an offline copy.

New Analysis

Set report cycle, targets and upload AIA Excel.
Choose month and year. The cycle determines 15th or month-end.
📄
Upload AIA Excel
1 combined workbook or separate D0 / D1 / D2 / All Agent files.
On iPad/iMac you can also drag & drop files here.
.xls & .xlsx supported · processed on this device

Agency Overview

Agency Recovery Plan Optimizer Beta

Uses eligible Inforce/Lapsed policies. Review calculations before acting.

Report Comparison Beta

Compare the current analysis with one previous AIA report. Matching uses Policy Number.

Agents

Search by Writing Agent name or Agent Code

Settings

Account

Admin — Account Management

Manage accounts only. Admin cannot open another user’s PR reports or policy details.
UserUsernameEmailStatusLast LoginReportsActions

Feature Status

✅ ReadyAIA Excel .xls/.xlsx import, official PR, agent search/drilldown, local autosave, offline PWA, account UI, cloud sync/history client, backup/restore, update checker, Agency/Agent Excel/PDF export.
🟡 BetaRecovery cost, Recoverable Persistency Premium, urgency, Official/Working/Projected PR, Inforce First, Cheapest, Best Value, Safe Buffer, Budget Mode, What-if, notes/statuses, and current-vs-previous report comparison. Recovery calculations and comparison movement rules still need more real-data checking.
❌ PendingExport Preview/Report Builder, complete Single Agent setup flow, exact reduced-policy validation across more examples, and production sign-off after real-data checks.
App Update
Current version
Updates are checked when the app opens and when you come back online.
Calculation Audit