This document contains details of insurance policies including the branch, client, nominee names and details, enrollment dates, premium amounts, and status of policies such as active, freeload, death, or surrender. It includes fields like branch ID, client ID, name, age, nominee name, relation, gender, enrollment date, premium amounts, dates and amounts for payouts or surrenders.
This document contains details of insurance policies including the branch, client, nominee names and details, enrollment dates, premium amounts, and status of policies such as active, freeload, death, or surrender. It includes fields like branch ID, client ID, name, age, nominee name, relation, gender, enrollment date, premium amounts, dates and amounts for payouts or surrenders.
Copyright:
Attribution Non-Commercial (BY-NC)
Available Formats
Download as XLS, PDF, TXT or read online from Scribd
This document contains details of insurance policies including the branch, client, nominee names and details, enrollment dates, premium amounts, and status of policies such as active, freeload, death, or surrender. It includes fields like branch ID, client ID, name, age, nominee name, relation, gender, enrollment date, premium amounts, dates and amounts for payouts or surrenders.
Copyright:
Attribution Non-Commercial (BY-NC)
Available Formats
Download as XLS, PDF, TXT or read online from Scribd
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