Practice Health · November 2026
The Compliance Shield
A live read of trail-book obligations, AFCA exposure, and the warm review pipeline generated by this month's edition.
Halloway Wealth Partners
Trail Book Live
Trail Book
$8,658
monthly recurring
Edition Reach
262
delivered last cycle
Pipeline Value
$48.2k
reviews this quarter
System Nominal
SHIELD · 0x94A · 2026-06-09
Active Policyholders
48
On trail book
+3 mo
Compliance Coverage
94%
12 touchpoints / 12 months
↑ 2.4
AFCA Exposure
29
Silent >90 days
Reviews Booked
14
Last 30 days
+5
Engagement Trend · 6mo
Send · Open · Click
Sent
Opened
Clicked
Jun
Jul
Aug
Sep
Oct
Nov
Send Success
99.6%
↑ 0.1
Avg Open Rate
78.4%
↑ 2.8
Avg Click Rate
32.1%
↑ 4.1
AFCA Watchlist
Silent >90dTrail clients at risk
- Margaret HallowayTAL · WL-10023420731dsilent
- David AshfordAIA Australia · WL-10023520646dsilent
- Susan FairbanksMLC Life · WL-10023620752dsilent
- Anthony MarchettiZurich · WL-10023720665dsilent
- Catherine RasmussenResolution Life · WL-10023820719dsilent