Client & Policy Management | Nairobi, Kenya | IRA Reg. No. IRA/05/50043/2026
| Product | Policies | Premium (KES) | Share |
|---|---|---|---|
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| Claim no. | Client | Product | Amount | Status |
|---|---|---|---|---|
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| Product | Leads | Won |
|---|---|---|
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| ID | Name | Phone | County | Product | Source | Agent | Est. Premium | Temp | Follow-up | Stage | Notes |
|---|---|---|---|---|---|---|---|---|---|---|---|
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| ID | Name | Type | ID/PIN | Phone | County | Status | Agent | Added | ||
|---|---|---|---|---|---|---|---|---|---|---|
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| Policy no. | Client | Product | Underwriter | Cover | Sum insured | Premium (KES) | Payment | Start | Expiry | Status |
|---|---|---|---|---|---|---|---|---|---|---|
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| Policy no. | Client | Product | Underwriter | Expiry | Days left | Premium (KES) | Phone | Payment |
|---|---|---|---|---|---|---|---|---|
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| Claim no. | Policy no. | Client | Product | Underwriter | Incident | Reported | Type | Claimed (KES) | Settled (KES) | Adjuster | Status | Notes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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| Name | IRA No. | Products | Contact | Phone | Commission | Status | Notes | |
|---|---|---|---|---|---|---|---|---|
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| Receipt no. | Date | Client | Policy no. | Product | Amount (KES) | Mode | Reference | Underwriter | Commission | Remitted | Status | By |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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