Key Performance Indicators
Policy Status Breakdown
PAN AMERICAN LIFE (MTL)
LAFAYETTE LIFE
Carrier Snapshot
ALL THREE CARRIERS
Pan American Life (MTL) · Lapse Risk by Window — Click a card to drill down
📅 Upcoming Anniversaries
PENN MUTUAL · WITHIN 90 DAYS
| Owner / Insured | Product | Anniversary | Days Away |
|---|
🏦 Policy Loan Watch
PAN AMERICAN LIFE (MTL) · OUTSTANDING LOANS
| Insured | Owner | Policy Date | Loan Balance | Death Benefit |
|---|
Penn Mutual Product Mix
BY POLICY COUNT
Pan Am (MTL) Plan Mix
BY ANNUALIZED PREMIUM
Pan Am (MTL) Policy Vintage
AGE OF BOOK BY YEARS ACTIVE
INSIGHT
Policies concentrated in the 3–10 year range are in the trust-building phase and most likely to respond positively to annual review outreach and cross-sell conversations.
Top 10 States
PAN AMERICAN LIFE (MTL) · BY POLICY COUNT
All States
HEAT-SHADED BY POLICY COUNT
Geographic Summary