Car
Bike
CV
Health
Life
Travel
Total premium
Total Instapay received
Total boss coin
Travel
Total premium
Total Instapay received
Total deals won
0
Total brokerage earned
₹0
Total premium done
₹0
Deal lost
Brokerage lost
Premium lost
| Contact Name | Owner Name | Policy Type | Deal Type | Premium Value | Brokerage | Relationship | Disposition | Action |
|---|
| Action | Practo Link | QT No Tele Sup |
Contact Name | RTO Records’ Name | Vehicle Details | Potential Premium | Potential Brokerage | Mark Vehicle As Sold | Expiry Date | Relationship | Disposition | Actions |
|---|
| Contact Name | Name on Policy | Policy Type | Policy Highlights | Premium Paid | Expiry Date | Relationship | Practo Details | Quote Link | Actions | |
|---|---|---|---|---|---|---|---|---|---|---|
| Varun PB | Varun Kaushik | Family Floater | Base Cover – Rs. 10 lacs Add-On Cover – Rs. 1 Cr. (10L Deductible) |
|
|
|||||
| Varun PB | Varun Kaushik | Family Floater | Base Cover – Rs. 10 lacs Add-On Cover – Rs. 1 Cr. (10L Deductible) |
|
|
|||||
| Varun PB | Varun Kaushik | Family Floater | Base Cover – Rs. 10 lacs Add-On Cover – Rs. 1 Cr. (10L Deductible) |
|
|
|||||
| Varun PB | Varun Kaushik | Family Floater | Base Cover – Rs. 10 lacs Add-On Cover – Rs. 1 Cr. (10L Deductible) |
|
|
| Contact Name | Age / DOB | Coverage Highlights | Protection Advisory | Investment Advisory | Relationship | Quote | Actions | |
|---|---|---|---|---|---|---|---|---|
| Varun PB | Varun Kaushik | Current Sum Assured: Rs.1 CR Annual Income: 25-50L |
Term – Rs. 3 Cr. | Long Term Income – Rs. 25,000 p.m. for 10 years |
|
|||
| Varun PB | Varun Kaushik | Current Sum Assured: Rs.1 CR Annual Income: 25-50L |
Term – Rs. 3 Cr. | Long Term Income – Rs. 25,000 p.m. for 10 years |
|
|||
| Varun PB | Varun Kaushik | Current Sum Assured: Rs.1 CR Annual Income: 25-50L |
Term – Rs. 3 Cr. | Long Term Income – Rs. 25,000 p.m. for 10 years |
|
|||
| Varun PB | Varun Kaushik | Current Sum Assured: Rs.1 CR Annual Income: 25-50L |
Term – Rs. 3 Cr. | Long Term Income – Rs. 25,000 p.m. for 10 years |
|
| Contact Name | Contact No. | Relationships | Last Contacted | Actions | |
|---|---|---|---|---|---|
| Prashant Sharma | +91 1234567890 | Personal Edit |
- Edit |
||
| Marketing Shilpa Sirdesai Ceo Bayleaf | +91 1234567890 | Business Edit |
11/04/2025 Edit |
||
| Sre Jaishank | +91 1234567890 | Family Edit |
12/04/2025 Edit |
||
| Prashant Sharma | +91 1234567890 | Personal Edit |
- Edit |
||
| Marketing Shilpa Sirdesai Ceo Bayleaf | +91 1234567890 | Business Edit |
11/04/2025 Edit |
||
| Sre Jaishank | +91 1234567890 | Family Edit |
12/04/2025 Edit |
||
| Prashant Sharma | +91 1234567890 | Personal Edit |
- Edit |
||
| Marketing Shilpa Sirdesai Ceo Bayleaf | +91 1234567890 | Business Edit |
11/04/2025 Edit |
||
| Sre Jaishank | +91 1234567890 | Family Edit |
12/04/2025 Edit |
Total Unmatched Contacts
Practo Gifted
RSA Gifted
Practo: Convert to Health Lead
RSA: Covert to Motor Lead
Practo Activation CTR
RSA Activation CTR
