Apex Insurance Broking
Household Portfolio Executive Summary
Multi-tenant real-time insurance overview and automated cross-selling advisory.
System Time: UTC 2026-07-26
Active Households
1,482
+12.4% from last month
Total Premium (AUM)
₹4.82 Cr
+18.2% annual growth
Open Cross-Sell Leads
342
94 high-priority matches
60-Day Renewal Retention
96.4%
+2.1% target improvement
Household Policy Matrix (Sharma Family)
Primary Customer: Rajesh Sharma • Household ID: HH-8492
| Family Member | Health | Life (Term) | Motor | Personal Accident |
|---|---|---|---|---|
| Rajesh Sharma (Primary) | Active (₹10L) | Active (₹1.5Cr) | Renewal (14 Days) | Gap Identified |
| Sunita Sharma (Spouse) | Floater Covered | No Cover (Employed) | N/A | Gap Identified |
| Aarav Sharma (Son) | Floater Covered | N/A | N/A | N/A |