Business Intelligence, Edit [2]
NB Source
Please select
Retirement
Death Claim
Survival Benefit
Business Profit
Selling of Property
Selling of Land
FD Maturity
Postal Scheme Maturity
Bonus
Other
Tenttive Dt
July
September
28
22
2025
2000
Tentative Amount
Lead Source
Please select
Agent
Client
DO
Office
Referral
Orphan
Other
Assigend to agent?
No
Yes
Agent Code
Agent Name
Client Name
Client Mob
Client Whatsapp
Client Email
Address
City
Pin
Tentative Clinet Engagement Dt
July
September
28
22
2025
2000
Recycle Done
Please select
Not initiated
Under Process
On Hold
Done
Unsuccessful
Recycled Amount
Pol No
Investment Type
Please select
Regular Premium
Single Premium
Mix Mode
Inv Under Agency cdoe
Investment Dt
September
22
2000
Notes
Client want to take SIP and Jeevan Anand Policy be
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