Partner Executive Overview
Lead Generation & Telecalling Management
| Lead / Customer | Category & Plan | Source | Assigned Calling Agent | Sales Stage | Next Follow-up | Action |
|---|---|---|---|---|---|---|
|
Harikrishnan Nair
POSP LEAD
+91 97451 23456 • Ernakulam
|
Motor 4W
Honda Elevate ZX (KL-07-DG-1122)
|
Walk-in / POSP Direct |
💼 Akhil Mohan (POSP APS-100)
Directs: Agency Mgr Rahul
|
Quote Shared |
Today, 2:30 PM
Compare Tata AIG vs ICICI Lombard
|
|
|
Saritha Kurian
POSP LEAD
+91 94472 88190 • Kottayam
|
Health Floater
Care Supreme (15L Sum Insured)
|
POSP Agent Sourced |
💼 Manoj Nambiar (POSP APS-100)
Directs: Agency Mgr Rahul
|
Proposal Ready |
Tomorrow, 11:00 AM
Medical declarations verified
|
|
|
George Varghese
POSP LEAD
+91 98473 44556 • Kannur
|
Commercial Goods
Eicher Pro 2049 (KL-13-AB-8809)
|
Direct Phone Call |
💼 Deepa Pillai (POSP APS-101)
Directs: Agency Mgr Rahul
|
Policy Issued |
Renewal: Next Year
Welcome call completed
|
|
|
Vishnu Prasad
TELECALLER
+91 98471 22849 • Kochi
|
Motor 4W
Hyundai Creta (KL-07-CF-4021)
|
Meta FB Ad (Onam_Motor) |
📞 Anjali Nair (Telecaller)
Leads: Team Leader Priya
|
Quote Shared |
⚠️ Today, 11:30 AM (Overdue)
Outcome: Callback requested
|
|
|
Priya Varma
TELECALLER
+91 97455 67890 • Kozhikode
|
Health Floater
2 Adults + 1 Kid (10L SI)
|
Website Inbound Lead |
📞 Telecaller Pool (Sneha)
Leads: Team Leader Priya
|
Connected |
Today, 3:00 PM
Brochure sent on WhatsApp
|
|
|
Dr. Rajesh Menon
HIGH-VALUE
+91 94470 19832 • Thrissur
|
Health Floater
2 Adults + 2 Kids (15L SI)
|
WhatsApp Referral |
👔 Rahul Varma (Agency Mgr)
Direct High-Value Lead
|
Proposal Submitted |
Tomorrow, 10:00 AM
Payment link shared
|
Policy Renewal Engine & Reminder Tracker
| Policy No & Insured | Insurer & Plan | Category | Expiry Date | Reminders Logged | Status | Assigned Employee | Action |
|---|---|---|---|---|---|---|---|
|
P-MOT-2025-9948
George Mathew
Honda City (KL-01-BK-9182)
|
ICICI Lombard
Comprehensive 4W
|
Motor |
10-Oct-2026 (Tomorrow)
1 Day Left!
|
60d ✓ 30d ✓ 15d ✓ 7d ✓ 1d Sent | Payment Pending | Anjali (Telecaller) | |
|
P-HLT-2025-1049
Mariamma Joseph
Senior Citizen Red Carpet (5L SI)
|
Star Health
Red Carpet Plan
|
Health |
24-Oct-2026
15 Days Left
|
60d ✓ 30d ✓ 15d Sent | Contacted | Rahul (Agency Mgr) |
Partnered Insurers & Products Catalogue
🏥 Health Insurance
Individual, Floater, Senior, Portability
🚗 Motor Insurance
OD, TP, IDV, NCB, Commercial & Private
🌱 Life Insurance
Term, Savings, PPT, Sum Assured
🏢 Group & Corporate
Corporate Mediclaim & GPA Rosters
🐾 Pet Insurance
Microchip, Breed, Age & Covers
Agency Network & Agent Registration
| Internal Agent ID | Agent Name & Contact | Assigned Reporting Manager | Insurer Codes | Business Sourced | Status | Action |
|---|---|---|---|---|---|---|
| APS_IRDAI_100 |
Kavya Menon
IRDAI
+91 98471 33445 • Thrissur
|
Rahul Varma (Agency Mgr)
IRDAI Direct License Holder
|
Star:
STAR-IRDAI-01HDFC:
HDFC-IRDAI-88 |
₹12,50,000
31 Issued Policies
|
Active IRDAI | |
| APS_IRDAI_101 |
Rajeev Pillai
IRDAI
+91 94473 22110 • Palakkad
|
Priya Nair (Team Leader)
IRDAI Direct License Holder
|
ICICI:
IL-IRDAI-102Tata AIG:
TAIG-IRDAI-77 |
₹9,80,000
22 Issued Policies
|
Active IRDAI | |
| APS-100 |
Akhil Mohan
POSP
+91 97451 88990 • Ernakulam
|
Rahul Varma (Agency Mgr)
Recruited by: Arun Joy (Partner)
|
HDFC:
HDFC-EKM-301Tata AIG:
TAIG-POSP-552 |
₹6,75,000
19 Issued Policies
|
Active POSP | |
| APS-101 |
Manoj Nambiar
POSP
+91 94471 89012 • Kannur
|
Rahul Varma (Agency Mgr)
Recruited by: Arun Joy (Partner)
|
Star:
STAR-KN-442ICICI:
IL-POSP-9021 |
₹8,40,000
24 Issued Policies
|
Active POSP | |
| APS-102 |
Deepa Pillai
POSP
+91 98460 77123 • Ernakulam
|
Priya Nair (Team Leader)
Certified POSP Advisor
|
Care:
CARE-EKM-112Tata AIG:
TAIG-8841 |
₹5,20,000
16 Issued Policies
|
Active POSP |
Dual-Entry Commission Accounting System
Insurer Commission Receivable
Agent Commission Payable
HR, Mobile Attendance & Salary Processing
| Employee | Role | Check-In | Check-Out | Status |
|---|---|---|---|---|
| Anjali S. | Telecaller | 09:14 AM | In Office | Present |
| Rahul K. | Agency Manager | 09:45 AM (Field) | In Field | Field Duty |
| Suresh M. | Accounts | 09:02 AM | In Office | Present |
Multi-Tier Partner & User Access Management
Registered Agency Partners (Created by Master Admin)
| Partner Name | Designation / Role | Official Email | Mobile | Equity / Margin Share | Created By | Status | Actions |
|---|
Team Members, POSP (APS-100+) & IRDAI Agents (APS_IRDAI_100+)
| Staff / Agent Name | Assigned Role | Login Email | Mobile | Supervisor / Partner | Created Date | Status | Actions |
|---|