SSBI LifeExecutive Cockpit

Policy Lifecycle 360

One spine from lead to payout — the premium, the conversion, the days, and the leakage at every handoff. Where a lead turns into an underwritten, issued, serviced and collected policy (and where premium gets stuck).

SBI Life Insurance Company Limited · FY26 (Mar'26, audited anchor)
India's #1 private life insurer by Individual NBP (25.5% private share) & IRP (22.9%)
29,344 employees · 1230+ own offices · 9 bancassurance partners
Executive read· the answer, then the moves

₹3,285 Cr is leaking or stuck across the 44-day lead-to-cash cycle — the largest single pool is ₹1,500 Cr at Lead & Sale. Close the renewal lag and past-grace book to pull premium forward without selling a thing.

6 of 6 headline metrics improving vs prior · still off target: Gross Written Premium (GWP) ₹1,01,290 Cr vs ₹1,10,000 Cr, Premium Collection Days 14d vs 12d, Policy Issuance TAT (days) 12d vs 8d

Do now — ranked by urgency
  1. 1
    ₹2100 Cr of renewal premium at risk — Q4 FY26Act now
    Why it matters

    Each lapsed policy is renewal premium and embedded value that won't recur — persistency is the quality gauge.

    What's driving it
    • renewal window Q4 FY26
    • Signal: Renewal-book risk
    FYI
    • Of ₹16000 Cr of premium up for renewal in Q4 FY26, ₹2100 Cr is at risk of lapse / non-renewal.
    • Owner: Head — Persistency & Renewals
  2. 2
    Recover the ₹1,500 Cr stuck at Lead & SaleWatch
    Why it matters

    Lapsed / unconverted leads (banca + agency + digital) — pure premium sitting in the cycle, not a sales problem.

    What's driving it
    • ₹1,500 Cr leak at Lead & Sale (largest of 5 leak points)
    • ₹3,285 Cr total tied up across the 44-day cycle
    FYI
    • Only 95% of sold premium is collected; rest in-force / receivable
    • Owner: Distribution · Banca & Agency
  3. 3
    PAT optically flat on one-offsWatch
    Why it matters

    Surface the normalized walk in investor comms; same GST-ITC drag on VNB margin.

    What's driving it
    • PAT normalization
    • Signal: Alert
    FYI

    Reported PAT ₹2,470 Cr (+2%); underlying ~₹3,120 Cr (+29%) ex GST-ITC reversal & labour-code.

  4. 4
    Total cost ratio up 90 bpsWatch
    Why it matters

    Leverage EoM headroom & digital STP; protect the cost advantage.

    What's driving it
    • Total cost ratio
    • Signal: Alert
    FYI

    Cost ratio 10.6% (opex 6.1% + commission 4.4%) on GST-ITC & investment — still lowest among large peers.

📈 Distribution reach (banca & agency)Step 6 of 6 · watch it convert lead → first premiumOnboarding & Issuance 360Journey complete ✓All journeys
🌐 Enterprise 360 modules· on Policy Lifecycle 360Browse all 31 views ▾
● LiveBuilt forCFO· premium conversion & cash tied upOperations · Underwriting· login → issue lag (medicals, KYC)Distribution · Sales· lead → sale conversion & pricing leakage

The lead-to-payout cycle for the book, end to end. A lead becomes a proposal, a proposal becomes an underwritten & issued policy, issuance becomes a first premium, servicing becomes a renewal, and a renewal becomes collected premium — 44 days from lead to cash, with ₹3,285 Cr leaking or stuck across the handoffs. Each stage links to the 360 that owns it and the records to work. (Group & single-premium business settles on a steadier cadence — this is the individual-regular lane.)

Data backing: o2c_stage (lifecycle stages) · quote_system · pipeline · project · ar_invoice / ar_aging — composed from the underlying 360s
44d
Lead-to-cash time
lead → collected
₹3,285 Cr
Tied up in the cycle
leaking or stuck
95%
Collected of sold
rest in-force / receivable
99%
Sale → issue
convert-to-issue
99%
Issue → 1st premium
premium realized
The spine

Lead & Sale → Underwrite & Issue → First Premium → Service & Renew → Claim / Maturity / Payout

Premium flowing through each stage, the conversion from the prior stage, days in-stage, and the leakage at the handoff.

Quote9d
₹1,04,000 Cr
Lead & Sale
₹1,500 Cr leak
Order12d
₹1,02,500 Cr
Underwrite & Issue
₹900 Cr leak
Deliver3d
₹1,01,800 Cr
First Premium
₹500 Cr leak
Bill6d
₹1,01,290 Cr
Service & Renew
₹260 Cr leak
Collect14d
₹97,400 Cr
Claim / Maturity / Payout
₹125 Cr leak
Where the time goes

44-day lead-to-cash

The biggest levers are underwriting/issuance (medicals & KYC) and collection — the sale handoff is quick; the renewal lag is the quiet one.

Quote 9d
Order 12d
3d
Bill 6d
Collect 14d
Quote · 9dOrder · 12dDeliver · 3dBill · 6dCollect · 14d
Where premium leaks or gets stuck

₹3,285 Cr across the cycle

Each leak quantified, owned, and linked to the 360 and the records that fix it — the premium-recovery list.

📇 Lead & Sale₹1,500 Cr

Lapsed / unconverted leads (banca + agency + digital)

Owner: Distribution · Banca & AgencyWork it →
📝 Underwrite & Issue₹900 Cr

Declines / drop-offs at underwriting (medicals, KYC)

Owner: Underwriting · ActuarialWork it →
💳 First Premium₹500 Cr

Free-look cancellations & first-premium dishonour

Owner: Operations · New BusinessWork it →
🔄 Service & Renew₹260 Cr

Renewal notices unpaid within grace

Owner: Operations · Persistency & RenewalsWork it →▤ records
🏆 Claim / Maturity / Payout₹125 Cr

Premium past grace (>60d) at lapse risk

Owner: Treasury · Renewals & ClaimsWork it →▤ records

Read this: the two working-capital pools are ₹260 Cr of unpaid renewals within grace (Service & Renew) and ₹125 Cr of premium past grace at lapse risk (Claim / Maturity) — both pure premium. Closing the renewal lag and the past-grace book pulls ~₹385 Cr of premium forward without selling a thing.

Every stage, one row

Stage detail

Value, conversion, days, leakage and owner — drill to the owning 360.

StageValueConv. from priorDays in-stageLeakageOwnerDrill
📇 Lead & Sale₹1,04,000 Cr9d₹1,500 CrDistribution · Banca & Agency
📝 Underwrite & Issue₹1,02,500 Cr99%12d₹900 CrUnderwriting · Actuarial
💳 First Premium₹1,01,800 Cr99%3d₹500 CrOperations · New Business
🔄 Service & Renew₹1,01,290 Cr100%6d₹260 CrOperations · Persistency & Renewals
🏆 Claim / Maturity / Payout₹97,400 Cr96%14d₹125 CrTreasury · Renewals & Claims