Welcome, Thabo — let's get you live

Most brokers finish this in under a day. You can stop and come back any time.

Step 3 of 5
Setup progress 2 of 5 complete
Your setup checklist
Verify your business
Nedford Financial · FSP 48213 confirmed
Done
Connect calendar & email
Microsoft 365 — thabo@nedford.co.za · Teams enabled
Done
3
Load credits
Card payment failed — insufficient funds. Try another card or Instant EFT. Nothing is charged until an appointment is verified.
4
Build your first campaign
Areas, ages, income, product — 5 quick steps. Build it now; it launches once credits are in.
Approve your call script
Drafted from your campaign · our team signs it off in under 4 working hours
Unlocks after step 4
90-second explainers
Go to dashboard

Good morning, Thabo

Tuesday, 4 August 2026 · 08:40

You have 3 confirmed appointments this week, 2 of them today. First up is Lindiwe M. at 14:00 — in 2h 40m. Everything below is already verified and confirmed by the client, so you can read and go.

Your week
TUE 4 · today
14:00 Lindiwe
16:30 Sipho
WED 5
09:00 Ayesha
THU 6
09:00 holding
FRI 7
10:00 Grace
SAT 8 Nothing booked
Meetings and briefs
3 this week · all confirmed
Next up Starts in 2h 40m
14:00
Tue 4 Aug · 30 min · Teams
Lindiwe M.
JHB North · +27 82 ••• 4417
Verified 0.94 Client confirmed by SMS Mon 3 Aug, 16:51 · Called Mon 3 Aug · 3 m 51 s · Life cover Positive
Your brief — taken from the call
Who
41, married, two children at school. Sandton.
What they want
A read on the group life policy she holds through her employer. She thinks the cover is thin and wants to know whether that is true.
Why now
"Been meaning to look at it properly" — she has been putting it off for years and finally wants it settled.
Expect
Price sensitivity. She asked twice whether the review is really free. Deal with cost early and openly rather than waiting for her to raise it.
Bring
Her employer policy schedule A gap illustration
"I don't want to be sold another thing I don't understand."
Lindiwe, 2 m 14 s into the call
0:00 3:51
Later this week
16:30
Today
Sipho D. · Life cover
Wants cover for a bond he took out in March.
Verified
09:00
Wed 5
Ayesha K. · Investments
Inherited a lump sum, does not want to leave it in the bank.
Verified
09:00
Thu 6
Holding a slot
No name until the client confirms. You are not charged.
Awaiting YES

Three-month diary

Every square is a day. The more it fills in, the more you earn that day.

Confirmed this quarter

105

+18 on last quarter
Spent this quarter

R 42,000

105 appointments × R400
Wallet balance

R 4,850

about 12 more appointments
Cost per appointment

R 400

what you pay to get one booked
August to October
Pick a day to see who you are meeting.
Value booked R0 to R2,400 Appointments = 1 · count the dots Today Weekend — Saturday mornings only, never Sundays
Selected day
Tuesday 4 August
2 appointments
R 800
booked
TimeClientCampaignValueStatus
14:00Lindiwe M.Life — JHB NorthR400Verified
16:30Sipho D.Life — JHB NorthR400Verified
Where the value sits
All 105 appointments, August to October.
Life — JHB North45R18,000
Life — Centurion37R14,800
Investments — Sandton23R9,200
Back to the week view

Good afternoon, Thabo

Here is what is happening with your outreach today.

Setup is 2 of 5 complete. Load credits to start dialling.
What's happening now
Updated just now

You have 3 confirmed appointments this week and 2 today. First up is Lindiwe M. at 14:00 — in 2h 40m, and you have not listened to her call yet. Dialling stops in 4h 12m; 218 leads are lined up for tomorrow. Your evening block is the strongest — 41% answer between 17:00 and 19:00 against 28% at midday.

Do this next
Listen to Lindiwe's call before 14:00
Brokers who listen first close twice as often. It is 3 minutes 51.
Verified · Aug
14+12%
target 20
Show rate
71%+5%
industry ~55%
Cost / appointment
R 400
your negotiated rate
Sold from AI meetings
5+1
≈ R31k commission
Performance
96
Dials
63
Connected
4
Verified
Dials · 96
Connected · 63
Conversations · 33
Booked · 5
Verified · 4
Life — JHB NorthActive
14 / 20 appts · R2,400 of R4,000 left
Investments — SandtonScript review
Launches automatically on approval
Funeral — DurbanPaused
6 verified · R800 left
Needs you — four things waiting
Google Calendar has signed you out
Bookings into it paused 6 hours ago. Sign in to start again.
Stopped
2 meetings have no outcome yet
Sipho D. & Marie L. — tell us how they went so we can call better leads.
Ayesha K. is holding a slot
Waiting for her SMS YES. You are not charged until she replies.
Script v3 came back with a note
v2 keeps running meanwhile, so nothing has stopped.
When people answer
Your evening block is the strongest.
Upcoming appointments
When (SAST)ClientProductStatus
Today 14:00Lindiwe M. JHB NorthLife cover TeamsVerified
Tomorrow 10:30Pieter v.d.B. CenturionLife cover TeamsVerified
Thu 09:00Ayesha K. SandtonInvestments MeetAwaiting YES
Verified means confirmed on the call and by SMS. Only these are ever charged.

Campaigns

Who we call, and what we say to them.

CampaignStatusThis monthBudgetScriptAction
Life — JHB NorthJHB N/Sandton/Centurion · 26–55 · R11k+ · Liberty Active 14 verified71% show R2,400 left
 v2 live
Investments — SandtonSandton · 36–65 · R40k+ · Independent Script review — R3,000 v3 submitted
Funeral — DurbanDurban/PMB · 36–65 · R5–20k · Hollard Paused by you 6 verified R800 left v1 live
Life — CenturionBudget exhausted 28 Jul Budget spent 10 verified63% show R0
 v4 live
Start a new campaign

New campaign

Five short steps. We save as you go — you can leave and come back.

Where do they live?
Who are they?
Matching leads
2,340
Enough for about 6 months at 10 appointments a month.
Consent, built in
Every lead carries a stored consent record — source, date and wording. Leads without proof are never dialled.
JHB North · Sandton · Centurion — 26–55 — R11k+ — homeowners — clean credit
What are you selling?
One product per campaign
You sell for
The voice that calls
How much, how fast
R
At R400 per verified appointment that is about 10 appointments a month.
So one busy Tuesday never floods your diary.
When may we book you?
Clients are only called Mon–Fri 08:00–20:00 and Sat 09:00–13:00. Never Sundays or public holidays.
Your script, already drafted
Written for Life cover · Liberty from your targeting. Compliance parts are locked; the rest is yours.
Locked opening

"Hi {client_name}! Just so you know, this call is recorded and I'm an AI assistant calling on behalf of Nedford Financial…"

Draft — review required before launch
Check this over
WhoJHB North · Sandton · Centurion — 26–55 — R11k+ — homeowners, clean credit (2,340 matches)
WhatLife cover · Liberty · voice: Zanele
VolumeR4,000/month ≈ 10 verified appointments · max 3/day
WhenMon–Fri 09:00–18:00 · 30 min + 15 buffer
Before it can launch
Calendar connected (Microsoft 365)
Credits cover 12 appointments
Script approved — in review, usually under 4h
Unlocks by itself the moment the script is approved. We will SMS you.
Your campaign is saved as a draft and launches on script approval.See all campaigns

Script editor

Life — JHB North · v3 draft · v2 is live and keeps running until v3 is approved.

Do this next
One claim needs proof before you can submit
"20% discount" needs written proof from Liberty, or remove the phrase.
Reads top to bottom, exactly as the AI speaks it
Opening & disclosure

"Good {morning/afternoon}, may I speak with {client_name}? … Hi {client_name}! Just so you know, this call is recorded and I'm an AI assistant calling on behalf of Nedford Financial. You can say stop at any time and I'll remove your details. Do you have two quick minutes?"

Flagged: 20% discount needs written carrier proof, or remove it to submit.
Booking confirmation

"Just to confirm, {client_name} — {day} at {time}, a Microsoft Teams call about {product} with {broker_name}. Is that right? … You'll get an SMS with the Teams link now — please reply YES so we know you have it."

Opt-out

"Stop / remove me" → apologise, confirm removal, end warmly. "How did you get my number?" → "{consent_source_text}".

Checklist 3 of 4 · speak time 52s of 90s max
Approval checklist
Recording + AI disclosure
No financial-advice wording
Company ID + opt-out promise
Unproven claim: "20% discount"
Hear it
Submitting sends v3 to the review team — usually under 4 hours. v2 keeps running until v3 is approved.
Once the reviewer approves v3, the campaign launches itself.Back to the campaign

Calendar

Outlook sync healthy · SAST (UTC+2)

Mon 3
Tue 4
Wed 5
Thu 6
Fri 7
08:0009:0010:00 11:0012:0013:00 14:0015:0016:00
10:00 Sipho D. · outcome logged
15:30 Marie L. · outcome due
Teams 10:30 Pieter v.d.B.
Teams 14:00 Lindiwe M.
Meet 09:00 Ayesha K.
Busy (Outlook)
09:00 pending YES
Meet 10:00 Grace N.
Teams 15:00 Johan P.
Tue 14:00 Lindiwe M. · LifeVerified
Wed 09:00 Ayesha K. · InvestVerified
Thu 09:00 pendingAwaiting YES
Fri 10:00 Grace N. · LifeVerified
Verified charged Pending YES soft hold, never charged Past outcome shown inline Busy from Outlook
Open the three-month diary

Lindiwe M. — today 14:00

Life cover · JHB North · Microsoft Teams · booked Mon 3 Aug 16:42 · consent #C-99120

Do this next
Listen to the call — 3 min 51
You have 2 hours 40 minutes. Then join from here.
Why this appointment is charged
Every step must pass. If any fails, you are not charged.
Verbal confirm
on the call
8 auto checks
all passed
AI judge 0.94
high confidence
Client SMS YES
Mon 16:51
Charged R400
ledger #8812
Meeting prep
AI summary
Why she agreed"Been meaning to look at it properly" — existing cover feels thin
Has nowSmall group life policy through her employer
Watch outAsked twice if the review is really free — reassure her early
Opener"You mentioned your work policy — let's see exactly what it covers."
Recording
1:19 3:51
AI: Zanele Sentiment: positive 28 turns

AI · ZANELEJust to confirm, Lindiwe — Tuesday the 4th at 14:00, a Microsoft Teams call about life cover with Thabo from Nedford Financial. Is that right?

LINDIWEYes, that's right.

Before the meeting
After the meeting
Opens 14:30
R
No-show recorded — we re-engage the client free of charge. If they never reappear, raise a dispute.
Outcome saved? The next meeting is Wednesday 09:00.Back to your week

Reports

1 Jul – 4 Aug 2026

Verified appointments

31

vs 22 last period
Show rate

71%

up 4 points
Sold / quoted

9 / 14

from 22 held meetings
Cost per sale

R 1,378

31 × R400 ÷ 9 sold
Where prospects drop off
Dials · 412
Connected · 262
Conversations over 45s · 128
Booked by AI · 48
Verified · 31
Showed · 22
Sold · 9
By campaign
CampaignVerifiedShowSoldCost/sale
Life — JHB North1974%6R1,267
Life — Centurion863%2R1,600
Investments — Sandton475%1R1,600
Outcome mix: Sold 41% · Quoted 23% · Follow-up 14% · Not interested 14% · No-show 8%
Life — JHB North carries 61% of your verified appointments.Open the campaign that drives this

Wallet

You are only ever charged when an appointment is verified.

Available
R 4,850
about 12 appointments
On hold
R 400
1 appt awaiting client YES
Spent · Aug
R 5,600
14 verified appointments
Auto top-up
ON
below R800 → add R2,000
Top up
Credits added to walletR 2,000.00
VAT (15%)R 300.00
Card / EFT chargeR 2,300.00
Secured by PayFast · VAT invoice to accounts@nedford.co.za
Your rate & the rules
Your rateR400 per verified appointment · effective 1 Jun 2026
Charged whenan appointment reaches Verified — never before
No-showsfree re-engagement · disputes resolved in 2 working days
Creditsnever expire · refundable if you close the account
Ledger
DateItemAmount
4 AugAppt #A-1201 — Lindiwe M. Verified− R400
3 AugAppt #A-1198 — Pieter v.d.B. Verified− R400
1 AugRefund — dispute #D-102 (no-show upheld)+ R400
1 AugTop-up · credits R2,000 (charged R2,300 incl. VAT) · INV-0231+ R2,000
Upcoming debit: R400 if Ayesha K. confirms. Every line links to its appointment, invoice or dispute.
Credits never expire and are refundable if you close the account.Back to dashboard

Inbox

3 unread

0 selected
New verified appointment — Grace N., Fri 10:00
Life cover · recording ready · 8 min ago
Script v3 — changes requested
"Please soften the second question…" · 2h ago
2 meetings still need outcomes
Sipho D. & Marie L. — Mon 3 Aug
Dispute #D-102 resolved — R400 refunded
No-show upheld from the recording · yesterday
Scheduled maintenance Sunday 02:00–04:00
No calls run on Sundays · 2 days ago
Back to dashboard

Settings

Your business, your diary, and who we may not call.

Verified — contact support to change
Google Calendar disconnected
We cannot book into it. Bookings are going to Microsoft 365 only.
Microsoft 365
thabo@nedford.co.za · Teams links enabled
Connected
Google Calendar
Token expired 2 Aug
New verified appointment
SMS + email, immediately
Outcome reminders
Next morning if a meeting has no outcome
Low credit warning
When the wallet drops below R800
Weekly report email
Monday 07:00
Numbers we must never call
Your own list, on top of the national opt-out register.
NumberAddedReason
+27 82 111 223312 JulExisting client
+27 83 444 556628 JulAsked not to be called
Back to dashboard

Support

First reply in under 2 hours during business hours.

Ask us something
Your tickets
RefSubjectOpenedStatus
#T-4471Teams link did not generate2 AugResolved
#T-4502Question about my rateYesterdayWith us
Disputes
#D-102 — Appt #A-1150, no-show
Decided from the recording · 1 Aug
Upheld+ R400 refunded
#D-108 — Appt #A-1195, wrong number
Opened yesterday · decision due 6 Aug
Under review
Back to dashboard
Dialify staff view. Brokers never see this screen.

Operations

Tuesday 4 August · live

Calls in flight

217

Connect rate

63%

Awaiting QA

5

Oldest in queue

41m

Incident queue
SeverityIssueBrokerageAgeSLAAction
HighTeams link generation failingNedford Financial22mBreached
MediumOutlook token expiring in 48hKruger & Co3h4h left
LowLead list below 300 matchesSithole Advisory1dOn track
Cost centre — today
Delivery cost only. Revenue, margin and CPA live on the platform overview so they are costed once.
LineUnitsCostPer verified
Telephony minutes4,182R 418R 23
Speech + LLM1,940 callsR 1,552R 86
SMS confirmations96R 29R 2
TotalR 1,999R 111
Back to the platform overview
Dialify staff view. Your decisions train the judge — agreement this week: 91%.

Appointment QA

Nothing is charged to a broker until it clears this queue.

Awaiting decision

5

oldest waiting 41 min
Judge agreement

88.5%

Above gate
last 200 human decisions · gate ≥ 85%
Auto-approved today

37

score ≥ 0.90 · sent to client confirm
Auto-rejected today

9

score < 0.70 · never reached a broker
0 selectedOnly scores 0.70+ can be bulk-approved.
Queue
J K move
0.81?
Anele V.
Sanlam Brokers · Retirement Annuity waiting 41 min · intent unclear
0.76
Lerato M.
Sanlam Brokers · Life Cover waiting 28 min · audio quality
0.88
Kagiso S.
Momentum Advisers · Retirement Annuity waiting 22 min · clean call
0.72
Unnamed
PSG Konsult · Funeral Cover waiting 12 min · data quality
Anele Vilakazi Intent unclear
#BK-31204 · Sanlam Brokers · Retirement Annuity · waiting 41 min
0.81
Judge score
AUTO-REJECTREVIEWAPPROVE
< 0.70 auto-reject · 0.70–0.89 a human decides · ≥ 0.90 auto-approve
0:00 3:48
Transcript
Tracks playback

0:00 · KEA (AI)Hi, this is Kea calling on behalf of Sanlam Brokers. I'm an AI assistant, not a person.

0:04 · KEA (AI)This call is recorded for quality and compliance. If you'd rather not continue, tell me now and I'll end the call.

AI disclosure — verified spoken

0:11 · ANELE (client)No, it's fine, go ahead.

0:14 · KEA (AI)You're on our list because you asked about retirement annuities on the Sanlam site in June. Is that still something you're looking at?

0:22 · ANELE (client)Ja, I did. I've been meaning to get back to it actually.

3:14 · ANELE (client)That works — let me just check with my wife first.

QA layers
Three gates, in order
01 · Automatic checksAttention
Call connected longer than 45s PassConnected 3:48 — 228 s
Confirmation phrase present AttentionPhrase found but qualified by a later condition.
Slot free at booking time PassHeld on the Teams calendar, no conflict
AI disclosure spoken PassVerified in audio at 0:04, not merely present in the script
No financial advice given PassNo recommendation or product merit claim detected
02 · LLM judgeHuman review

Scored 0.81 — inside the 0.70–0.89 band. Neither auto-approved nor auto-rejected, so a reviewer decides.

03 · Client confirmNot started

Runs only if this booking is approved. The broker is charged R400 when — and only when — the client replies YES.

Judge reasoning
Read this first

The client understood who was calling and why, engaged throughout, and accepted a specific slot. Time and date were stated by Kea and repeated back correctly, so the booking detail itself is sound.

Scored 0.81 rather than higher because the acceptance carries a condition attached after the fact.

What made it uncertain The client said "let me just check with my wife first" after accepting the slot. Kea treated the earlier "ja, that works" as the confirmation and did not return to the condition. It reads either as a firm booking the client intends to keep, or as a soft maybe pending a conversation at home. Nothing later resolves it.
Revenue is only recognised once these clear.Back to the platform overview

Brokerages & pricing

What each brokerage pays per verified appointment, and what it costs us to deliver it.

Default · Life cover
R400
per verified appointment · 31 brokers on default
Default · Funeral
R280
lower ticket, shorter call · 12 brokers
Default · Investments
R650
longest qualifying call · 8 brokers
Blended margin
61%
R400 charged vs R156 delivered cost
Brokerages
51 brokerages · 6 on pilot
BrokeragePlanRateEffective Cost to usMarginPilotAction
Nedford Financial
FSP 48213 · Thabo Nkosi		 Negotiated R400 1 Jun 2026 R156 61% —
Sanlam Brokers
FSP 11214 · Dineo Mokoena		 Default R400 1 Jan 2026 R171 57% —
Kruger & Co
FSP 39902 · Willem Kruger		 Free pilot R0 4 Aug 2026 R168 −100%
4 of 6 used
Sithole Advisory
FSP 50117 · Nomsa Sithole		 Free pilot R0 28 Jul 2026 R149 −100%
6 of 6 — exhausted
PSG Konsult (Bellville)
FSP 21188 · Andre du Toit		 Negotiated R310 15 Jul 2026 R262 15% —
Momentum Advisers
FSP 30440 · Kagiso Selepe		 Negotiated R650 1 Aug 2026 R244 62% —
A rate change never touches appointments already booked — each one keeps the rate that applied on its booking date.
Free pilots
6 running
Pilot size6
verified appointments, free to the brokerage
Consumed this month27 of 36
Pilot → paid conversion68%
1 pilot exhausted. Sithole Advisory has used all 6 and is not being dialled until a rate is set.
Costs us about R950 per pilot at current delivery cost.
Margin by brokerage
what we charge the brokerage, minus what the calls cost us
A rate change never touches appointments already booked.Back to the platform overview

Data requests

POPIA gives a data subject rights on a clock. This screen exists so the clock is visible and the answer is recorded.

Open requests
2 oldest is 4 days old
Statutory deadline
30 days from receipt
Closed in time
18 of 18 · no breach to date
Median turnaround
3.1 days
Requests
RefData subjectTypeReceivedDueDays leftStatusAction
#DSR-041+27 82 ••• 5512Access 8 Aug 20267 Sep 2026 26 Gathering
#DSR-042+27 73 ••• 1180Erasure 11 Aug 202610 Sep 2026 29 Awaiting ID
#DSR-040+27 61 ••• 7734Objection 30 Jul 202629 Aug 2026 — Closed · 2 days
An erasure request removes the lead from every campaign queue and adds the number to the permanent do-not-call list. The call recording is retained only where we are required to keep proof of consent, and that exception is recorded on the request.
Every action on a request is written to the audit log automatically.Open the audit log

Audit log

Every claim this product makes about consent, verification and approval has to be provable afterwards, without reconstructing it from server logs.

4,182 events
When (SAST)EventObjectFrom → toActorSource
12 Aug 13:41:07appointment.verified#A-1201pending → verifiedsystem · client SMSdb trigger
12 Aug 13:41:07wallet.charged#8812R4,850 → R4,450systemdb trigger
12 Aug 11:02:55qa.rejected#BK-31198review → rejectedreviewer · L. Mbekiadmin console
12 Aug 09:14:30rate.changedPSG KonsultR400 → R310G. White · approvedadmin console
11 Aug 16:48:12script.approvedLife — JHB North v2submitted → livereviewer · A. Naidooadmin console
11 Aug 08:30:00dsr.erasure#DSR-039open → closedDPO · G. Whiteadmin console
Appointment status changes are written by a database trigger rather than by application code, so no code path can change a status without leaving a row here — including one written in a hurry two years from now.
Back to the platform overview

Audience builder

Pick who you want. The count updates as you choose — nothing is dialled until you launch.

Where they live
Province
Metro
Who they are
Age band
Gender
Marital status
Home language
Population group Special personal information
Locked. POPIA treats this as special personal information — it is only unlocked per lead list, by an administrator, where the stored consent wording explicitly covers it.
What they earn and own
From the BMI profile set — deeds, vehicle, bureau and LSM.
Monthly income
LSM band
Bureau score
Employment
Assets & records
Contactability
Record freshness
Exclusions (always applied)
National opt-out register Your own do-not-call list Dialled in the last 90 days
Your audience
Matching records
14,208,660
100% of the consented universe
After exclusions12,361,534
Expected connect rate48%
Est. verified appointments—
Est. spend at R400—
No filters applied
Where the volume sits
A radius matches how far a broker will actually drive.Draw it on a map instead

Map & radius

Drag the pin to where your broker sits. Everyone inside the circle is in — no postal codes.

Radius 25 km
Inside the circle
Consumers
—
Drag the pin to begin
Centre—
Area covered—
Density—
Combines with the filters you already set.
Why a circle, not a postal code

A postal code is an administrative boundary drawn for post, not for driving. It splits suburbs and joins places nobody would travel between.

A radius is what the broker actually experiences: how far they will drive to a meeting. 25 km around Sandton is a real catchment; postal code 2196 is not.

A saved audience re-runs its count each time you launch, so it never goes stale.Save this audience

Saved audiences

Reusable definitions. The count is re-run each time you launch, so a saved audience never goes stale.

IDAudienceRecordsUsed byLast run
AUD-0141
Life cover — Sandton 25 km
● live · 36–55 · R20k+ · homeowner · clean credit
 48,220 3 campaigns today
AUD-0138
Funeral — KZN townships
● paused · 26–65 · R5–10k · LSM 4–6
 311,904 1 campaign 2 days ago
AUD-0129
Retirement annuity — Pretoria East 30 km
● live · 45–65 · R40k+ · RA holder
 12,663 2 campaigns yesterday
Build another audience

Platform overview

Every brokerage on Dialify — volume, cost, and what is actually profit.

Brokerages
51+6
45 paying · 6 on pilot
Brokers
318+27
6.2 per brokerage · 284 active this month
Verified appointments
1,284+18%
1,196 billable · 88 pilot-funded
Gross profit
R 271k+11%
after delivery cost, QA labour and refunds
Cost per appointment — trend
Billable only. Pilots are excluded, or CPA reads 15–30% better than it is.
Where the money actually is
Gross billedR 478,400
Less refunds (2.4%)− R 11,600
Net revenueR 466,800
Telephony + AI− R 132,900
QA labour− R 48,300
Pilot cost (marketing)− R 14,600
Gross profitR 270,900
Wallet is not yours. R 412,700 of prepaid credit is unearned revenue — a liability until the appointment is delivered.
Brokerages
BrokerageBrokersVerifiedNet revenueCPAMarginWallet
Sanlam Brokers
Gauteng · FSP 11214		42318R124,100R17157%R22,400
Nedford Financial
Gauteng · FSP 48213		18142R55,400R15661%R4,850
Momentum Advisers
Western Cape · FSP 30440		2696R60,900R24462%R9,100
PSG Konsult (Bellville)
Western Cape · FSP 21188		3174R22,400R26215%R1,200
Kruger & Co
Free State · FSP 39902		74R0R168Pilot—
Sithole Advisory
KwaZulu-Natal · FSP 50117		56R0R149Exhausted—
Brokers by province
By product
Calls placed
412,880
31.4% connect rate
Talk minutes
96,420
R1.38 per minute all-in
Cancellations
148
11.5% of verified · not billed
Refunds
R 11,600
2.4% — a quality signal, not an admin cost
Revenue vs cost
Revenue recognised at QA approval, not at booking.
Invoices
InvoiceBrokerageAmountStatus
INV-0412SanlamR127,200Paid
INV-0411MomentumR62,400Paid
INV-0410NedfordR56,800Due 20 Aug
INV-0409PSG KonsultR22,94014 days late
Needs your attention
PSG Konsult margin at 15%
R310 charged against R262 delivered cost. Below the 20% floor.
INV-0409 is 14 days late
R22,940 · PSG Konsult is still dialling on credit.
Sithole pilot exhausted
6 of 6 used, not dialling until a rate is set. 68% of pilots convert.
2 brokerages below one appointment of credit
Dialling stops automatically when the wallet cannot cover the next booking.
5 appointments awaiting QA
Oldest 41 minutes. Revenue is not recognised until these clear.
Concentration risk
One brokerage leaving takes this much revenue with it.
Sanlam Brokers26.6%
Momentum Advisers13.0%
Nedford Financial11.9%
Other 4848.5%
Top 3 carry 51.5% of net revenue. Losing Sanlam alone wipes out more than the entire pilot programme returns.
Dialify — broker portal mockup · Vuexy v10.11.1 components
Verified appointments only. No appointment, no charge.