Stop Losing Commissions to Bounced Debit Orders
Paste your unpaid premiums, auto-generate WhatsApp follow-ups, track rescue status, and measure ROI — all in one Excel dashboard.
Instant download
The Problem
Bounced premiums are bleeding your book.
Commission Clawbacks
Every bounced debit order triggers a commission reversal. Left unmanaged, clawbacks erode months of revenue silently.
FAIS Compliance Risk
Lapsed policies without proper follow-up create regulatory exposure. Auditors want to see you tried to retain the client.
Admin Time Waste
Staff manually checking CSVs, typing WhatsApp messages, and tracking who was contacted. Hours lost every month on preventable admin.
Features
Everything your admin team needs.
One-Click WhatsApp
Auto-generated personalised messages with client name, insurer, and amount. Click the link, WhatsApp opens, send.
ROI Dashboard
See total premiums at risk, commission at risk, revenue saved, and your rescue rate percentage — all updated live.
Rescue Pipeline
Active cases sorted by commission value. Highest-value rescues at the top — so your team works the most profitable cases first.
Commission Calculations
Premium and commission columns with ZAR formatting. Instantly see how much revenue is at stake per policy.
Dummy Data Included
10 realistic SA policy records pre-loaded. See exactly how the dashboard works before pasting your own data.
M365 & Excel 2021+
Uses FILTER, SORT, ENCODEURL, and dynamic arrays. Works with Microsoft 365 and Excel 2021 or later.
How It Works
From CSV to rescued commissions in 4 steps.
Download
Purchase and download the .xlsx file instantly from your portal.
Paste Your Data
Export your unpaid premiums CSV from your admin system and paste it into the Data Dump tab.
Work the Pipeline
Use the Rescue Pipeline tab to prioritise high-value cases. Click WhatsApp links to follow up.
Track ROI
Update statuses as clients respond. Watch your rescue rate and saved revenue grow on the dashboard.
Pricing
One dashboard. One price.
One-time purchase — instant download
- 4-tab Excel dashboard (Settings, Data Dump, Pipeline, ROI)
- WhatsApp message generator with one-click send links
- Rescue pipeline sorted by commission value
- ROI dashboard with rescue rate tracking
- 20 SA insurers pre-loaded with dropdowns
- 10 dummy records — ready to test immediately
- Works with M365 and Excel 2021+
- No macros, no VBA — pure formulas
Want this fully automated?
We build custom CRM integrations that auto-import unpaid premiums, send scheduled WhatsApp follow-ups, escalate stale cases, and generate management reports — no manual work required.
FAQ
Common questions.
No. The dashboard uses only native Excel formulas (FILTER, SORT, SUBSTITUTE, ENCODEURL). No macros, no VBA, no security warnings.
Microsoft 365 (desktop or web) and Excel 2021 or later. The dashboard uses dynamic array functions that are not available in Excel 2019 or earlier.
The file runs entirely on your computer. No data is sent anywhere — it is a standard .xlsx file with no external connections, no cloud sync, and no telemetry.
Yes. The Settings tab has an editable message template with [Name], [Insurer], and [Amount] placeholders. Change the wording to match your brokerage tone.
We offer a full CRM integration service (R8,500) that automates the entire rescue workflow — auto-imports, scheduled WhatsApp, escalation rules, and reporting. Contact us to discuss.
Digital downloads are non-refundable once delivered. We recommend reviewing the feature list and screenshots carefully before purchasing. Contact us if you have questions before buying.
Rescue your commissions.
Every bounced debit order is recoverable revenue. This dashboard gives your admin team the tools to act fast, follow up consistently, and measure results.