Good morning, Maria Elena

Tuesday, June 3 · Cebu IT Park · 3 new leads overnight

+ New client

Invoice FUL-INV-2026-0048 — Jessa Mendoza is overdue (₱22,000).

Resolve

Lead Patricia Yap — SLA 1h left. Next: Send intro + book call

50% vs yesterday

8% vs yesterday

100% vs yesterday

Premium revenue 2026

₱2,040,000

+13.3%

Pipeline by product

Life & VUL264K

Health98K

Financing92K

Business120K

Motor34K

Education48K

Today's appointments

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Patricia Yap

VUL discovery call

01:00 AM

confirmed

Dr. Allan Pacaña

Quote walkthrough FUL-Q-2026-0007

03:30 AM

confirmed

Brew & Co. (SME)

Site survey + group HMO

06:00 AM

pending

Hot leads to action

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Patricia Yap

life · WhatsApp · ₱42,000/yr

Sheila Marie Ong

health · Referral · ₱36,000/yr

Maricel Booc

education · WhatsApp · ₱48,000/yr

Dr. Allan Pacaña

life · Referral · ₱96,000/yr

Lead sources — June 2026

WhatsApp38%

Referral24%

Website18%

Facebook12%

Walk-in8%