Displaying 1 - 20 of 89
Bi Id NB Source Tenttive Dt Tentative Amount Lead Source Assigend to agent? Agent Code Agent Name Client Name Client Mob Client Whatsapp Client Email Address City Pin Tentative Clinet Engagement Dt Recycle Done Recycled Amount Pol No Investment Type Inv Under Agency cdoe Investment Dt Notes
1 Death Claim 8/1/2025 Client Yes 7777 9879510737 8/3/2025 Not initiated 500000 Regular Premium
2 Postal Scheme Maturity 7/28/2025 150000 Agent Yes 2370 GUNVANT MESARIYA KIRANBHAI 9512070696 MODASA 7/28/2025 Under Process Mix Mode Client want to take SIP and Jeevan Anand Policy be
3 Other 7/7/2025 6000 Agent Yes 2370 GUNVANT MESARIYA MAHEHBHAI B PARMAR 9099492138 MODASA Under Process
4 Survival Benefit 9/28/2025 30000 Office Yes 2199 DINESH BHAI PUNJABHAI PATEL PRAKASH BHAI MAHESH BHAI 9426361815
5 Survival Benefit 8/6/2025 149092 Office Yes 2210844 MEENABEN RAMAJIBHAI CHAVDA JAYESHKUMAR DHANJIBHAI RATHOD 854738246
6 Survival Benefit 9/11/2025 5500 Office Yes 2213844 PRIYANKA KESHAVLA PATEL HIRAKKUMAR ANILKUMAR PATEL
7 Survival Benefit 9/11/2025 5500 Office Yes 2213844 PRIYANKA KESHAVLA PATEL MARGIBEN ANIL KUMAR PATEL
8 Survival Benefit 7/2/2025 148638 Office Yes 2225844 PARULBEN DINESH BHAI PATEL SONALBEN PRAVIN BHAI PRAJAPATI
9 Survival Benefit 6/28/2025 6752 Office No 2226844 KETAN KUMAR RAJESH BHAI GOR JALPA KUMARI RAMESHCHANDRA PATEL 9408009492
10 Survival Benefit 10/28/2025 62816 Office No 2251844 BABUBHAI BHAVAN BHAI PANDYA SANDIP CHIMAN BHAI PANDYA








11 Survival Benefit 10/9/2025 35624 Office No 2251844 BABUBHAI BHAVAN BHAI PANDYA DINESH KUMAR AMRA BHAI DAMOR 9909249152
12 Survival Benefit 10/9/2025 36937 Office No 2251844 BABUBHAI BHAVAN BHAI PANDYA DINESH KUMAR AMRA BHAI DAMOR 9909249152
13 Survival Benefit 10/17/2025 14000 Office No 2251844 BABUBHAI BHAVAN BHAI PANDYA HIREN KUMAR RAMESH BHAI PATIL
14 Survival Benefit 10/17/2025 12000 Office Yes 2251844 BABUBHAI BHAVAN BHAI PANDYA DISHA RAMESH BHAI PATIL
15 Survival Benefit 10/17/2025 12000 Office Yes 2251844 BABUBHAI BHAVAN BHAI PANDYA DISHA RAMESH BHAI PATIL
16 Survival Benefit 10/17/2025 12000 Office Yes 2251844 BABUBHAI BHAVAN BHAI PANDYA DISHA RAMESH BHAI PATIL
17 Survival Benefit 10/17/2025 1400 Office Yes 2251844 BABUBHAI BHAVAN BHAI PANDYA HIREN KUMAR RAMESH BHAI PATIL
18 Survival Benefit 10/17/2025 14000 Office Yes 2251844 BABUBHAI BHAVAN BHAI PANDYA HIRENKUMAR RAMESH BHAI PATIL
19 Survival Benefit 10/17/2025 14000 Office Yes 2251844 BABUBHAI BHAVAN BHAI PANDYA HIREN KUMAR RAMESH BHAI PATIL
20 Survival Benefit 7/22/2025 46409 Office Yes 2251844 BABUBHAI BHAVAN BHAI PANDYA JASHIBEN AMARSINH DAMOR 9909249152