Principal console

Retention reporting

Files in renewal window through retained commission — principal view (RR-060).

Since you joined · Jan 2026

23 renewals worked · 11 retained · $31,000 commission retained (confirmed outcomes)

Brokerage benchmark (RR-119)

Anonymized cohort comparison — demo aggregates until network scale.

Renewal retention rate

48%

Peer median 39% · Brokerages with 50–150 files

Above peer median

Plan open rate (T-90 window)

62%

Peer median 54% · Same cohort · anonymized

Above peer median

Median days to first outreach

3.1

Peer median 4.8 · BC brokerages

Better than peer median

Last 90 days · demo data

Files in window

Contacted

85%

Plans opened

58%

Intents

Retained

$31,250 commission

Lost to bank

Pending

Retention rate

73%

Retained ÷ decided

Broker	In window	Contacted	Retained	Commission
Priya Sandhu	12	92%	6/9	$17,400
James Okonkwo	11	78%	3/7	$8,700
Alex Kim	10	70%	2/5	$5,150