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BranchID BranchName ClientID ClientName Age NomineeName NomineeAge

NomineeRelation NomineeGender EnrollmentDate PremiumDue PremiumCollected


Status
BranchID BranchName ClientID ClientName
Freelook

BranchID1 BranchName1 Region ClientID1 ( Reported ) ClientID1 ( as per Enrollment Form )


ClientID1 ( Current ID) ClientName1 EnrollmentDate1 Date of FreeLook Amount Collected Payout Amount
Payout Date Comment
Death

BranchID1 BranchName1 Region Client ID ( Reported) ClientID1 ( as per Enrollment Form )


ClientID1 ( Current ID) ClientName1 EnrollmentDate1 Date of Death ( DI Date ) Date of Intimation
SA Payout SA Payout Date FV Payout FV Payout Date status
Surrender

BranchID1 BranchName1 Region ClientID1 ( Reported ) ClientID1 ( as per Enrollment Form )


ClientID1 ( Current ID) ClientName1 EnrollmentDate1 CollectionAmount Last Paid Date SV Paid
Surrender Amount Paid Date

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