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Business
Leads| Application No | Login Date | Issued Date | Product Name | PT | PPT | RNB Premium |
|---|---|---|---|---|---|---|
| 2354785 | 14/11/2020 | 15/11/2020 | Goal Assure | 7 | 10 | ₹ 40,000 |
| Application No | Login Date | Issued Date | Product Name | PT | PPT | WPC Premium |
|---|---|---|---|---|---|---|
| 2354785 | 14/11/2020 | 15/11/2020 | Goal Assure | 7 | 10 | ₹ 10,000 |
| Policy No | Customer Name | Product Name | Premium | Due Date | Policy Status (Lapse/Discontinued/Active) |
NACH Status | Persistent/ Non Persistent |
|---|---|---|---|---|---|---|---|
| A12535 | Gaurav | Goal Assure | ₹ 50,000 | 11/12/2060 | Active | Active | Persistent |
| Policy No | Login Date | Product Name | Premium | Reason(CDA,FLC,CI) |
|---|---|---|---|---|
| A12535 | 11/12/2060 | Goal Assure | ₹ 50,000 | CDA |
| Hot Count | Warm Count | Cold Count | Exhausted Count |
|---|---|---|---|
| 3 | 5 | 2 | 6 |
| Hot Count | Warm Count | Cold Count | Exhausted Count |
|---|---|---|---|
| 3 | 5 | 2 | 6 |
| Hot Count | Warm Count | Cold Count | Exhausted Count |
|---|---|---|---|
| 3 | 5 | 2 | 6 |
| Hot Count | Warm Count | Cold Count | Exhausted Count |
|---|---|---|---|
| 3 | 5 | 2 | 6 |
| Hot Count | Warm Count | Cold Count | Exhausted Count |
|---|---|---|---|
| 3 | 5 | 2 | 6 |
| Customer not pitched insurance during lead generation | Customer Bought Non-Insurance product | Denies spoken on insurance | Not interested in Meeting | Customer Chosen Other Insurer's Product | Customer not contactable | Duplicate Lead |
|---|---|---|---|---|---|---|
| 01 | 01 | 01 | 01 | 01 | 01 | 01 |
| Customer not pitched insurance during lead generation | Customer Bought Non-Insurance product | Denies spoken on insurance | Not interested in Meeting | Customer Chosen Other Insurer's Product | Customer not contactable | Duplicate Lead |
|---|---|---|---|---|---|---|
| 3 | 5 | 2 | 6 | 5 | 2 | 6 |
Business Leads| RNB | WPC | Persistency % | Pending NOP | Dead Business Premium |
ATS |
|---|---|---|---|---|---|
| ₹ 20,00,000 | ₹ 30,00,000 | 60% | 5,00,000 | ₹ 1,00,000 | ₹ 40,000 |
| Application No | Login Date | Issued Date | Product Name | PT | PPT | RNB Premium |
|---|---|---|---|---|---|---|
| 2354785 | 14/11/2020 | 15/11/2020 | ₹ 50,000 | 7 | 10 | 4000 |
| Application No | Login Date | Issued Date | Product Name | PT | PPT | WPC Premium |
|---|---|---|---|---|---|---|
| 2354785 | 14/11/2020 | 15/11/2020 | ₹ 50,000 | 7 | 10 | ₹ 10,000 |
| Policy No | Customer Name | Product Name | Premium | Due Date |
Policy Status (Lapse/Discontinued/Active) |
NACH Status |
Persistent/ Non Persistent |
|---|---|---|---|---|---|---|---|
| A12535 | Gaurav | Bajaj | ₹ 50,000 | 11/12/2060 | Active | ₹ 10,000 | Persistent |
| Policy No | Login Date | Product Name | Premium | Reason(CDA,FLC,CI) |
|---|---|---|---|---|
| A12535 | 11/12/2060 | Bajaj | ₹ 50,000 | CDA |
| Hot Count | Warm Count | Cold Count | Exhausted Count |
|---|---|---|---|
| 3 | 5 | 2 | 6 |
| Hot Count | Warm Count | Cold Count | Exhausted Count |
|---|---|---|---|
| 3 | 5 | 2 | 6 |
| Hot Count | Warm Count | Cold Count | Exhausted Count |
|---|---|---|---|
| 3 | 5 | 2 | 6 |
| Hot Count | Warm Count | Cold Count | Exhausted Count |
|---|---|---|---|
| 3 | 5 | 2 | 6 |
| Hot Count | Warm Count | Cold Count | Exhausted Count |
|---|---|---|---|
| 3 | 5 | 2 | 6 |
| Customer not pitched insurance during lead generation | Customer Bought Non-Insurance product | Denies spoken on insurance | Not interested in Meeting | Customer Chosen Other Insurer's Product | Customer not contactable | Duplicate Lead |
|---|---|---|---|---|---|---|
| 01 | 01 | 01 | 01 | 01 | 01 | 01 |
| Customer not pitched insurance during lead generation | Customer Bought Non-Insurance product | Denies spoken on insurance | Not interested in Meeting | Customer Chosen Other Insurer's Product | Customer not contactable | Duplicate Lead |
|---|---|---|---|---|---|---|
| 3 | 5 | 2 | 6 | 5 | 2 | 6 |
Business Leads| RNB | WPC | Persistency % | Pending NOP | Dead Business Premium |
ATS |
|---|---|---|---|---|---|
| ₹ 20,00,000 | ₹ 30,00,000 | 60% | 5,00,000 | ₹ 1,00,000 | ₹ 40,000 |
| Application No | Login Date | Issued Date | Product Name | PT | PPT | RNB Premium |
|---|---|---|---|---|---|---|
| 2354785 | 14/11/2020 | 15/11/2020 | ₹ 50,000 | 7 | 10 | 4000 |
| Application No | Login Date | Issued Date | Product Name | PT | PPT | WPC Premium |
|---|---|---|---|---|---|---|
| 2354785 | 14/11/2020 | 15/11/2020 | ₹ 50,000 | 7 | 10 | ₹ 10,000 |
| Policy No | Customer Name | Product Name | Premium | Due Date | Policy Status (Lapse/Discontinued/Active) |
NACH Status | Persistent/ Non Persistent |
|---|---|---|---|---|---|---|---|
| A12535 | Gaurav | Bajaj | ₹ 50,000 | 11/12/2060 | Active | ₹ 10,000 | Persistent |
| Policy No | Login Date | Product Name | Premium | Reason(CDA,FLC,CI) |
|---|---|---|---|---|
| A12535 | 11/12/2060 | Bajaj | ₹ 50,000 | CDA |
| Hot Count | Warm Count | Cold Count | Exhausted Count |
|---|---|---|---|
| 3 | 5 | 2 | 6 |
| Hot Count | Warm Count | Cold Count | Exhausted Count |
|---|---|---|---|
| 3 | 5 | 2 | 6 |
| Hot Count | Warm Count | Cold Count | Exhausted Count |
|---|---|---|---|
| 3 | 5 | 2 | 6 |
| Hot Count | Warm Count | Cold Count | Exhausted Count |
|---|---|---|---|
| 3 | 5 | 2 | 6 |
| Hot Count | Warm Count | Cold Count | Exhausted Count |
|---|---|---|---|
| 3 | 5 | 2 | 6 |
| Customer not pitched insurance during lead generation | Customer Bought Non-Insurance product | Denies spoken on insurance | Not interested in Meeting | Customer Chosen Other Insurer's Product | Customer not contactable | Duplicate Lead |
|---|---|---|---|---|---|---|
| 01 | 01 | 01 | 01 | 01 | 01 | 01 |
| Customer not pitched insurance during lead generation | Customer Bought Non-Insurance product | Denies spoken on insurance | Not interested in Meeting | Customer Chosen Other Insurer's Product | Customer not contactable | Duplicate Lead |
|---|---|---|---|---|---|---|
| 3 | 5 | 2 | 6 | 5 | 2 | 6 |
Business Leads| RNB | WPC | Persistency % | Pending NOP | Dead Business Premium |
ATS |
|---|---|---|---|---|---|
| ₹ 20,00,000 | ₹ 30,00,000 | 60% | 5,00,000 | ₹ 1,00,000 | ₹ 40,000 |
| Application No | Login Date | Issued Date | Product Name | PT | PPT | RNB Premium |
|---|---|---|---|---|---|---|
| 2354785 | 14/11/2020 | 15/11/2020 | ₹ 50,000 | 7 | 10 | 4000 |
| Application No | Login Date | Issued Date | Product Name | PT | PPT | WPC Premium |
|---|---|---|---|---|---|---|
| 2354785 | 14/11/2020 | 15/11/2020 | ₹ 50,000 | 7 | 10 | ₹ 10,000 |
| Policy No | Customer Name | Product Name | Premium | Due Date |
Policy Status (Lapse/Discontinued/Active) |
NACH Status |
Persistent/ Non Persistent |
|---|---|---|---|---|---|---|---|
| A12535 | Gaurav | Bajaj | ₹ 50,000 | 11/12/2060 | Active | ₹ 10,000 | Persistent |
| Policy No | Login Date | Product Name | Premium | Reason(CDA,FLC,CI) |
|---|---|---|---|---|
| A12535 | 11/12/2060 | Bajaj | ₹ 50,000 | CDA |
| Hot Count | Warm Count | Cold Count | Exhausted Count |
|---|---|---|---|
| 3 | 5 | 2 | 6 |
| Hot Count | Warm Count | Cold Count | Exhausted Count |
|---|---|---|---|
| 3 | 5 | 2 | 6 |
| Hot Count | Warm Count | Cold Count | Exhausted Count |
|---|---|---|---|
| 3 | 5 | 2 | 6 |
| Hot Count | Warm Count | Cold Count | Exhausted Count |
|---|---|---|---|
| 3 | 5 | 2 | 6 |
| Hot Count | Warm Count | Cold Count | Exhausted Count |
|---|---|---|---|
| 3 | 5 | 2 | 6 |
| Customer not pitched insurance during lead generation | Customer Bought Non-Insurance product | Denies spoken on insurance | Not interested in Meeting | Customer Chosen Other Insurer's Product | Customer not contactable | Duplicate Lead |
|---|---|---|---|---|---|---|
| 01 | 01 | 01 | 01 | 01 | 01 | 01 |
| RNB | WPC | Persistency % | Pending | Dead Business Premium |
ATS |
|---|---|---|---|---|---|
| ₹ 20,00,000 | ₹ 30,00,000 | 60% | ₹ 5,00,000 | ₹ 1,00,000 | ₹ 40,000 |