| Smid | Service Related to | Service Type | Servuce Reqyest Dt | Agent Involved | Agency Code | Agent Name | Agent Mob | Client | Client Mob | Client Whatsapp | Client Email | Client Address | City | Pin | Service Requested | Service Status | Proposal or Pol No | Proposal Dt | Service Completed Dt | Reason for dealy | Notes | Interested in Agency | Interested in Investments? | Tentative Connect Dt | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Other Team Agent,Agent Existing Client | NB | ADB Admit,Address Change,Agency Information,AML Update,Bank Details Change,BOC D More ... | Completed | 999999999 | 7/18/2025 | 7/10/2025 | Sensitive Issue Involved | No | |||||||||||||||||
| 2 | Team Agent | aaa | NEFT validation | Other Issue | No | |||||||||||||||||||||
| 3 | Third Party | PS | PATEL BHANUPRASAD KESHAVLAL | Revival Quotation | Under Process | 852289527 | ||||||||||||||||||||