The notch is that person's own ceiling. Past it means over capacity.
Tiers from your strategic-importance rules. Health is about servicing conditions, not churn.
Both in median-account equivalents, so they compare directly. Where the dots separate, counting accounts misleads.
Twelve months of arrivals per person. A burst of new accounts is load that has not settled yet, even when the count looks small.
| Account manager | Last 12 months | 30 d | 90 d | 90 d load | Most recent arrivals |
|---|
Click a row for what is driving that load. Ceilings come from job level, ramp, people managed and analyst support.
| Account Manager | Accts | Active GWP | Active Revenue | Take rate | Insurer | Lives | Load | Ceiling | Used | Next step |
|---|
Only load sitting in accounts that can actually move counts as redistributable.
Room in whole median accounts, with what each person is routed for.
| Account manager | Used | Room for | Active GWP band | MNC | Geography |
|---|
Share of each book's Active GWP placed with one insurer. A concentrated book means less leverage at renewal, and one insurer's service standards setting the tone for the whole book. Measured by premium, because that is where the dependency bites.
Can a pod absorb more as a unit, even when someone inside it cannot?
Describe an account and get a ranked shortlist. Eligible on geography and MNC policy first, then by whether the size fits their usual band, then by who has genuine room — spare capacity alone is not a qualification.
Describe what's landing next month. Each account is routed one at a time through the same rules and ceilings as everything else, and the book is re-scored with them included — so the answer accounts for them shifting the scale, not just added on top.
Nothing in pod.json is measured — it is all judgement. Each assumption
is pushed to both extremes here and the effect measured on the thing you act on:
how many people read as over capacity, and whether the hire-or-move verdict flips.
Ranked by how much it matters, so the estimates worth chasing are the ones at the top.
Answers are computed from the scored book, not generated — so they are reproducible and cannot invent a number. It answers the topics below.
Ceilings by job level, and how much each factor adds to effort.