Service Manager, Add new
Service Related to
Team Agent
Other Team Agent
Agent Existing Client
Third Party
Service Type
NB
Sales
PS
Accounts
Claims
SSS
Servuce Reqyest Dt
Agent Involved
Agency Code
Agent Name
Agent Mob
Client
Client Mob
Client Whatsapp
Client Email
Client Address
City
Pin
Service Requested
ADB Admit
Address Change
Agency Information
AML Update
Bank Details Change
BOC Deposit
BOC Refund
Cheque Bounce
Cooling Off
Death Claim
Duplicate Policy
Email Change
Female Addendum
Information
ITR Certificate
KYC Update
LIC Client App Information
LIC Portal Link
Loan
Loan Repayment
Medical
Medical Appointment Scheduling
Mobile Number Change
Mode Change
Mortgage
NEFT validation
Nomination
Nomination Change
NRI Questionnaire
Office Checkup
Other Services
Partial Withdrawal
Plan Quotaton
Policy Bond Not Received
Portal Registration
Premium Paid Certificate
Recycle
Renewal Premium Payments
Requirements
Revival Quotation
Status Report Print
Survival Benefit
Surrunder
Service Status
Not Initiated
Under Process
On Hold
Query
Requirements
Completed
Proposal or Pol No
Proposal Dt
September
22
2000
Service Completed Dt
September
22
2000
Reason for dealy
No Response from Agent
No Response from Client
Requirement Pending from Agent side
Requiremetns pending from client side
Delay by Branch
Delay by Division
Sensitive Issue Involved
Communication Gap
Other Issue
Physcial appereance of party required
BOC Not Deosited
Premium Shortfall
Notes
Interested in Agency
No
Yes
May be in Future
Interested in Investments?
No
Yes
May be in Future
Tentative Connect Dt
September
22
2000
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