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  • All Requirements With UW Comments S Al e S R e Owner Name Insured Name

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    Nayana Nh
    12 views3 pages
    This document appears to be a table summarizing life insurance application statuses. It includes application IDs, insured amounts, requirements needed to process the applications such as medical examinations and identity proofs, and statuses such as pending for requirements or cleared. It also lists the sales branch, payment details, and plan names for each application.

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    PFR May-22nd

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    This document appears to be a table summarizing life insurance application statuses. It includes application IDs, insured amounts, requirements needed to process the applications such as medical examinations and identity proofs, and statuses such as pending for requirements or cleared. It also lists the sales branch, payment details, and plan names for each application.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Flag for inappropriate content
    12 views3 pages

    All Requirements With UW Comments S Al e S R e Owner Name Insured Name

    Uploaded by

    Nayana Nh
    This document appears to be a table summarizing life insurance application statuses. It includes application IDs, insured amounts, requirements needed to process the applications such as medical examinations and identity proofs, and statuses such as pending for requirements or cleared. It also lists the sales branch, payment details, and plan names for each application.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Flag for inappropriate content
    of 3

    S Sa

    Sa OWNER NAME INSURED NAME


    All al les
    les
    requirements e su
    App ID / COI WPI FYC ag Sales Status
    with UW s b-
    ei
    comments R bu
    ng
    e ck
    9101692743 MRtoMR
    200,000 ### Bio-Chemistry Report,Complete
    Income
    Multiple
    0Proof1NORBERT
    ofNORBERT
    day
    Blood NICHOLAS
    NICHOLAS
    Life Assured
    Count MACHADO
    MACHADO
    (CBC),Glycosylated Haemoglobin A1c estimation HbA1c,HbsAg- Australia Antig
    9101728294 49,315 ### Proposer Photograph
    Proposer
    Non MRS
    missing
    3Financial
    days SHWETHA
    Photograph
    or not clear MRS
    missing orS not
    (proposerSHWETHA
    live
    clear,SI S
    photoMandate
    unclear),SI
    formMandate
    missing/incomplete
    form missing/incomplete
    or not clear or not clear (SI M
    9101693825 25,000 ### Medical Examination 8 toMR
    SI Mandate
    Multiple
    Report form
    10 ANUSH
    by days
    panel MR
    SHETTY
    ANUSH
    missing/incomplete
    physician (MER),SISHETTY
    or not
    Mandate
    clear form missing/incomplete or not clear (si nach application nu
    9101693822 12,974 ### Clear Copy of Photo
    Clear
    AML_KYC MR
    Identity
    Copy
    More of RAGHAVENDRA
    Proof
    than 10MR
    Photo
    of RAGHAVENDRA
    Identity
    Proposer
    days Proof ofRAO
    (Photo RAO
    Proposer
    ID proof of proposer is unclear aadhar and pan)
    PROCESSPOLICY
    STATUS
    BankSTATUS
    Branch
    Branch
    ID Name
    LOGIN
    PLANDATE
    SUM
    MODE
    Payment_Method_Description
    NAMEASSURED COLLECTION STATUS
    REQUIREMENT CLASSIFICATION

    Sales Remark

    PENDING FOR
    PCCU
    REQUIREMENT
    10145
    SHIRVA # Canara
    Annually
    ##
    HSBC
    BankOriental
    Direct Debit
    Bank
    Cleared
    of Commerce
    and realized
    Med + Life
    NonInsurance
    Med Titanium Plus Plan V2
    PENDING FOR
    PCRU
    REQUIREMENT
    10112
    KADEKAR # Canara
    Annually
    ##
    HSBC
    BankOriental
    Direct Debit
    Bank
    Cleared
    of Commerce
    and realized
    Non Med
    Smart Monthly Income Plan V2
    PENDING FOR
    PCRU
    REQUIREMENT
    466KALLIANPUR # Canara
    Annually
    ##
    HSBC
    BankOriental
    Direct Debit
    Bank
    Cleared
    of Commerce
    and realized
    Med + Guaranteed
    Non Med Income4Life GLI Plan
    PENDING FOR
    PCRU
    REQUIREMENT
    466KALLIANPUR # Canara
    Annually
    ##
    HSBC
    BankOriental
    Direct Debit
    Bank
    Cleared
    of Commerce
    and realized
    Non Med
    Money Back Advantage Plan V2
    Validation Status ISO_Name TM_NAME RSM_NAME

    No response NAYANA NAGAPPA HARIKANT


    AMITH R SALIAN
    Deepika Vikram Hegde
    No response VINAYA KUMARI AMITH R SALIAN
    Deepika Vikram Hegde
    Validation CallSHREELAKSHMI
    Done AMITH R SALIAN
    Deepika Vikram Hegde
    Validation CallSHREELAKSHMI
    Done AMITH R SALIAN
    Deepika Vikram Hegde

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