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
Client Branch
*
Select Branch
Pre Sales
Policyholder Name
Insured (Same as Proposer)
Family details
Business Type
*
Select Issue Type
$value) { echo "
" . $value . "
"; } } ?>
Revenue 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
Policy Docs
Vehicle Docs
Sales
Base Policy
*
Select Base Policy
Policy No
*
Policy Issue Date
*
Policy Issue Month
*
D.O.C
*
D.O.E
*
No of Employees
No of Dependents
Installment
Installment Data
CoP Yes
Remuneration Pay By
Pay By Leader
Pay By Co-Insurers
Pay By MIX
Renewal Date
*
Sales Generated By
Select Sales Person
Serviced By
Select Service Person
POS
Select POS
Premium Details
Add Insurer
Premium Details
Insurer
*
Is Leader?
CD Acc No
CD Amount
Follower Policy No
Policy Issue Date
Co-Share %
Non-Commissionable
Premium Amount
Base Premium
TP Premium
TEP Premium
Co-Premium
Co-TP Premium
Co-TEP 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
Submit
Add New Vehicle
×
Owner Type
*
Select Owner type
Group
Individual
New Vehicle
Vehicle No
*
Chassis No
*
Vehicle Type
*
Select Type
$value) { echo "
" . $value['vehicle_type'] . "
"; } } ?>
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
More Information
×