Add Policy
Back
Client Details
Policy Type
*
Select Policy Type
$value) { echo "
" . $value['policy_type'] . "
"; } } ?>
Vehicle No
Select Vehicle
+ Add Vehicle
Client Type
*
Select Client type
Group
Individual
Client
*
Select Client
+ Add Client
Branch
*
Select Branch
Issuer
*
Select Issuer
$value) { echo "
" . $value . "
"; } } ?>
Pre Sales
Policyholder Name
Insured (Same as Proposer)
Family details
Issuing Type
*
Select Issue Type
$value) { echo "
" . $value . "
"; } } ?>
Business Type
Select
NA
EA
EANR
Renewal Source Policy
Select Renewal Source Policy
Policy Start Date
*
Policy End Date
*
Date of Expiring Policy for Rollover
Reference
Fund Recd / Sent to Insurer
PP Team
Select PP Team
Remarks
Shortlisted Insurers
Status
*
Select Status
$value) { if($key == 'pending'){ echo "
" . $value . "
"; }else{ echo "
" . $value . "
"; } } } ?>
Latest Action Date
Process Start Date
Sales
Base Policy
*
Select Base Policy
Policy No
*
Policy Issue Date
*
Policy Issue Month
*
D.O.C
D.O.E
TPA
Select TPA
No of Insured
No of Dependents
Installment
Installment Data
SPL
CoP Yes
Remuneration Pay By Leader
Location
Renewal Date
*
Sales Generated By
Select Sales Person
Serviced By
Select Service Person
Premium Details
Add Insurer
Premium Details
Insurer
Is Leader?
CD Acc No
Follower Policy No
Co-Share %
Base Premium
TP Premium
TEP Premium
Co-Premium
CGST
SGST
IGST
GST Amount
Stamp Duty
Total
Agreed BP %
Agreed TP %
Agreed TEP %
Agreed Amount
Standard BP %
Standard TP %
Standard TEP %
Actual BP Amount
Actual TP Amount
Actual TEP Amount
Actual BP %
Actual TP %
Actual TEP %
Actual BP
Remuneration Amount
Actual TP
Remuneration Amount
Actual TEP
Remuneration Amount
Expected Amount
Variance
Reward
Submit
Add New Client
×
Client Name
*
Client Short name
*
PAN
*
Date of Birth
*
Mobile
*
Email
*
Aadhar
*
Entity Type
*
Select Entity
$value) { echo "
" . $value['name'] . "
"; } } ?>
Branch Name
*
Branch Code
*
Name
*
Mobile
*
GST
*
Submit
Add New Vehicle
×
Owner Type
*
Select Owner type
Group
Individual
Vehicle No
*
RC Book
*
Type
*
Select Type
$value) { echo "
" . $value . "
"; } } ?>
Description
*
Select Description
$value) { echo "
" . $value . "
"; } } ?>
Owner Name
*
Select Owner
Branch
*
Select Branch
Submit
Add CD Account Number
×
Opening Date
*
CD Account Number
*
Opening Amount
*
Submit