Good evening, Manager
Here is today's office overview. Follow up on renewals, applications and client occasions from one place.
Total Clients
0↑ 8% this monthActive Policies
0↑ 5% this monthRenewals Due
0Next 30 daysPending Requests
0Needs attentionRenewal Pipeline
Upcoming premium remindersToday's Occasions
Birthdays & special datesQuick Actions
Policy Mix
Recent Activity
Clients
Manage customer profiles and contact information.
| Client | Contact | Policies | Annual Premium | Status | Actions |
|---|
Policies
Browse every policy, premium schedule and maturity date.
| Policy | Client | Plan | Sum Assured | Premium | Next Due | Status | Actions |
|---|
Renewal Center
Prioritize policies with upcoming premiums and overdue follow-ups.
Due in 7 days0
Due in 30 days0
Overdue0
Collected (demo)₹1.84L
| Client | Policy | Premium | Due Date | Days | Reminder | Actions |
|---|
Family & Occasions
Keep birthdays and important family dates ready for personalized messages.
Family Members
| Member | Client | Relation | Birthday | Actions |
|---|
Occasion Calendar
Demo monthNotifications
Compose birthday, renewal, policy and custom customer messages.
Compose Notification
Demo modePreview
Customer viewPremium payment reminder
Your upcoming premium is due soon. Please contact the office if you need assistance.
Policy Applications
Review new-policy requests submitted by clients.
| Applicant | Requested Plan | Contact | Submitted | Status | Actions |
|---|
Documents
Track policy documents, receipts and customer files.
Activity Log
Recent changes and office actions.