Acs [247]

Acs [247]

Acs Id

247

As Id Fk

0

Lead Type

PROSPECTIVE

Agency Type

Fresh Agency

Phase

Not Started

Segment

Business

Class

Upper Middle Class

Religion

HINDU

Age-Group

31-35

Ag.Sub Type

Urban

Name

MAYURKUMAR PATEL

Add1

303 WELCOME RESIDENCEY

Add2

Area

Meghraj Riad

City

MODASA

Pin

Mob

9712072986

Birth Dt

7/17/2025

Email

Appt. Dt

Appt. Time

Expt Lead Close Dt

Profession

Name of Business

Business Address

Simalwada

Qualification

Documnet Received

Doc Received

All Pending

Docs Call for

Docs uploaded in LIC y-n

Reg No

Reg fees paid

Reg fee Mr No

Reg Fee Mr Dt

URN alloted y-n

URN

Training Type

Training Institute

Trng Inst Location

Training Fees

Training Fees paid

Training From

Training To

Batch No

Training Cert uploded

No

Demo Exam Sch Dt

Demo Exam Sch Time

Demo Exm Score

Ready to roll for Exam

Proposed Exam Dt

Exam Fees paid

Exam Fees Amount

Exam Fees pmt dt

Exam Centre

Exam Language

Exam Dt

Hall Ticket issued

Material Shared

Exam Status

Reason for Absent if any

Score

Result

Ready to reappear

PAN

ADHAR CARD

ELE CARD

PASSPORT

DRV LIC NO

SSC ROLL

BOARD

YEAR OF PASS

HSC ROLL

If fail ready to reexam

ReExam Attempt

Interview Scheduled

Interview Date

Interview Time

Interview Docs Ready

Interview Done

Interview Query y-n

Interview Query

Interview Dt

Call For

Agency Alloted

Agency Code

Appt Dt

Agency Ending

License No

License Exp Dt

License Type

Agency Docket Scanned

docket saved to email

docket savet to paperless

if Lic. Traf. Then Insurer name

NOC received (lic Trnsf)

Notice Given

Notice Dt

Exp Dt of wait period

Prvt Insurer Branch

Prvt Insurer Add

UM Contact for Lic Trnsf

Notes

I talked him to get agency on wife name

Rating

Documents call for Interview

LC - upload

ADHAR - upload

EDUCATIOANL DOC-upload

PAN CARD - upload

ELECTION CARD- upload

PHOTO - upload

SIGN -upload

NOC rcvd, if Allotment

Matirail Issued-shared

URN valid upto

URN Expired

TCC valid upto

TCC Expired

Exam cert Valid upto

Fees Status

Amount Paid

Pmt Dt

Payment Notes

Lead Status

Bank Acc No

Bank

Bank Address

Branch

IFSC Code

MICR Code

Nominee

Age of Nominee

Relation

HSC Board

HSC Yr of Passing

Lead Source

Campaing Enrolled

Docs upload status

Fees Received

Payment Dt

Recovery

Recovery Status