Acs, Edit [225]
As Id Fk
Lead Type
Please select
PROSPECTIVE
FAKE LEAD
Agency Type
Please select
Fresh Agency
License Transfer
Allotment
Reinstatement
Phase
Please select
Not Started
Queue
Prospecting
Documentation
URN
Reg.Fee
Training
Exam Fees
Exam
Interview
Agency Code Allotment
Segment
Please select
Agriculture
Business
Politician
Film Start
Industrilist
Sports
Music Industry
Law & Order
Tax Consultant
HR
Marketing
Construction
Medical
Shopper
Labour
Builder
Educaton
Health Sector
Aviation
Naval
Banking
Shares & Trading
Broker
Administration
Class
Please select
Below Poverty Line
Poverty Line
Middle Class
Upper Middle Class
Upper Class
Rich Class
Super Rich
Multi Millionaire
Billionaire
Religion
Please select
HINDU
MUSLIM
SIKH
ISAI
JAIN
PARSI
CHRISTAIN
OTHER
Age-Group
Please select
18-25
26-30
31-35
36-40
41-45
46-50
51-55
55-60
above 60
Ag.Sub Type
Please select
Rural
Urban
RCA
CCA
Name
Add1
Add2
Area
City
Pin
Mob
Birth Dt
August
September
10
22
1934
2000
Email
Appt. Dt
September
22
2000
Appt. Time
Expt Lead Close Dt
September
22
2000
Profession
Please select
Govt. Job
Semi. Govt.Job
Private Job
Business
Agriculture
Medical Practicener
Retired Employee
Insurance Executive
House Wife
Armed Force
Consulting
Education
Other
Name of Business
Business Address
Qualification
SSC
HSC
GRADUATION
POST-GRADUATION
M.TECH
M.PHARM
B.TECH.
CCC
B.ED
BBA
BCA
MBA
MCA
Documnet Received
LC
SSC MARKSHEET
HSC MARKSHEET
ADHAR CARD
PAN CARD
ELECTION CARD
PHOTO
DRIVING LICENSE
PASSPORT
RENT SLIP
RENT AGREEMENT
NOC - LICE. TRANSFER
NOC - ALLOTMENT
RATION CARD
Doc Received
All
Partial
All Pending
Docs Call for
LC
SSC MARK SHEET
HSC MARK SHEET
PAN CARD
ADHAR CARD
PHOTO
IRDA LICENSE
NOC
TCC
DRIVING LICENSE
PASSPORT
RENT SLIP
RENT AGREEMENT
NOC - LICE TRANSFER
NOC - ALLOTMENT
RATION CARD
ELECTION CARD
Docs uploaded in LIC y-n
Please select
No Upload
Partial Upload
All Uploaded
Reg No
Reg fees paid
Yes
No
Reg fee Mr No
Reg Fee Mr Dt
September
22
2000
URN alloted y-n
Yes
No
URN
Training Type
Online
Offline
Training Institute
Trng Inst Location
Training Fees
Training Fees paid
Yes
No
Training From
September
22
2000
Training To
September
22
2000
Batch No
Training Cert uploded
Yes
No
Demo Exam Sch Dt
September
22
2000
Demo Exam Sch Time
Demo Exm Score
Ready to roll for Exam
Please select
Yes
No
Proposed Exam Dt
September
22
2000
Exam Fees paid
Yes
No
Exam Fees Amount
Exam Fees pmt dt
September
22
2000
Exam Centre
Please select
Gandhinagar
Ahmedabad
Vadodara
Nadiad
Rajkot
Bhavnagar
Surat
Exam Language
Please select
Gujarati
Hindi
English
Exam Dt
September
22
2000
Hall Ticket issued
Yes
No
Material Shared
Yes
No
Exam Status
Exam to be scheduled
Exam scheduled
Exam Finished
Re Exam Required
Reason for Absent if any
Score
Result
Please select
PASS
FAIL
ABSENT
Ready to reappear
Yes
No
On Hold
PAN
ADHAR CARD
ELE CARD
PASSPORT
DRV LIC NO
SSC ROLL
BOARD
YEAR OF PASS
September
22
2000
HSC ROLL
If fail ready to reexam
ReExam Attempt
Please select
Maiden Attempt
First Attempt
Second Attempt
Third Attempt
Forth Attempt
Fifth Attempt
Sixth Attempt
Seventh Attempt
More than 7 Attempt
Interview Scheduled
Yes
No
Interview Date
September
22
2000
Interview Time
Interview Docs Ready
Yes
No
Interview Done
Please select
Yes
No
Interview Query y-n
Yes
No
Interview Query
Interview Dt
September
22
2000
Call For
LICENSE
TCC
DO RECOMMENDATION
BM RECOMMENDATION
LIGHT BILL
TELE BILL
RENTAL AGREEMENT
ADDRESS PROOF
WITNESS
NOC OF AGENT
NOC OF INSURER
OTHER
BUSINESS COMMITTMENT
Agency Alloted
Yes
No
On Hold
Agency Code
Appt Dt
September
22
2000
Agency Ending
September
22
2000
License No
License Exp Dt
September
22
2000
License Type
Individual
Composite
Agency Docket Scanned
Yes
No
docket saved to email
Yes
No
docket savet to paperless
Please select
Yes
No
if Lic. Traf. Then Insurer name
NOC received (lic Trnsf)
Yes
No
Notice Given
Yes
No
Notice Dt
September
22
2000
Exp Dt of wait period
Prvt Insurer Branch
Prvt Insurer Add
UM Contact for Lic Trnsf
Notes
Rating
Please select
1
2
3
4
5
6
7
Documents call for Interview
LC - upload
Add files
ADHAR - upload
Add files
EDUCATIOANL DOC-upload
Add files
PAN CARD - upload
Add files
ELECTION CARD- upload
Add files
PHOTO - upload
Add files
SIGN -upload
Add files
NOC rcvd, if Allotment
Please select
Yes
No
Matirail Issued-shared
VIDYA BOOK
IC 38 BOOK
GUJARATI RECORDING
HINDI RECORDING
MOBILE APP
SHARED LINKS
EXCEL FILE
QUIZ FILES
URN valid upto
September
22
2000
URN Expired
Please select
Yes
No
TCC valid upto
September
22
2000
TCC Expired
Please select
Yes
No
Exam cert Valid upto
September
22
2000
Fees Status
Please select
Not Received
Partial Received
Receivd in Full
Amount Paid
Pmt Dt
September
22
2000
Payment Notes
Lead Status
Please select
Not Started
Queue
Negotiation
On Hold
In Progress
Won
Lost
reopen
Bank Acc No
Bank
Please select
BANK OF BARODA
AXIS BANK
STATE BANK OF INDIA
DENA BANK
UNION BANK OF INDIA
CORPORATION BANK
PUNJAB NATIONAL BANK
HDFC BANK
ICICI BANK
VIJAYA BANK
STANDARD CHARTERED BANK
YES BANK
CANARA BANK
Bank Address
Branch
IFSC Code
MICR Code
Nominee
Age of Nominee
Relation
HSC Board
HSC Yr of Passing
September
22
2000
Lead Source
Website
Email
SMS
Missed Call Service
Referel
Office
NewsPaper Advt
Leaflets Distribution
Rozgar Mela
Tele Caller
Marketing Prsonnel
One to One Canvass
Self approach by prospective
Existing Agents Recommendation
Policy Holder
TV media
Radio Media
Cable Media
Canopy
Wall Paintings
Hoardings
Other
Campaing Enrolled
Email Campaign
SMS Campaign
ActiveCollab
WhatsApp
FaceBook
Twitter
LinkedIn
Leaflets
Letters
Voice Call
Conference Call
YouTube Campaing
Rozgar Mela
Contest
College Campus Campaing
Competition Campaign
Docs upload status
Please select
No upload
Partial Done
All Uploaded
Fees Received
Payment Dt
September
22
2000
Recovery
Recovery Status
Please select
Pending All
Partial Done
Bad Debts
Recoverd Fully
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