PR Dashboard Beta
Persistency analysis · on-device
Data stored on this device only
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. Your AIA Excel is processed locally in this browser and working data is autosaved on this device.

Private & Offline. Data stays on this device. Use Export Backup before changing device or clearing browser/app data.
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.

New Analysis

Set report cycle, targets and upload AIA Excel.
Choose the month and year only. The cycle below 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

Feature Status

✅ ReadyAIA Excel .xls/.xlsx import, official PR, agent search/drilldown, local autosave, backup/restore, offline PWA, update checker, Agency/Agent Excel export, Agency/Agent 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.
❌ PendingFull historical reports UI, 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