Business Intelligence [8]

Business Intelligence [8]

Bi Id

8

NB Source

Survival Benefit

Tenttive Dt

7/2/2025

Tentative Amount

148638

Lead Source

Office

Assigend to agent?

Yes

Agent Code

2225844

Agent Name

PARULBEN DINESH BHAI PATEL

Client Name

SONALBEN PRAVIN BHAI PRAJAPATI

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