Key metrics
New Enrollments
11,247
9,831 prior period · all statuses
Cancellations
3,108
Based on commissions
28% of enrollments
Never Started
1,893
No commission received
17% of enrollments
Net Growth
+6,246
Cancellations – never started
55% of enrollments
Churn Rate
36.4%
Activated policies cancelled before Dec
Cancellation status breakdown
Grace Period
1 month718
No commission this month · likely to recover
23.1% of total cancellations
At Risk
2 months641
2 months without commission · intervention needed
20.6% of total cancellations
Cancelled
3+ months1,749
3+ months without commission · confirmed loss
56.3% of total cancellations
Trends
Portfolio Growth
Cumulative active policies — net enrollments month over month
Net Growth Breakdown
New enrollments minus cancellations and never started
Cohort retention matrix
Retention by enrollment cohort
% of policies still active at each month after enrollment
>90%
75–90%
50–75%
<50%
Enrollment by period
| Period | New | Cancels | Never Started | Net Growth | Cohort 3M | Cohort 6M | Renewals% | Cancels% |
|---|
Risk alerts
Agents & carriers requiring attention
Flagged automatically based on thresholds · updated Dec 2025