0
Total Customers
0
Renewals (60 Days)
0
Active Policies
0
Paid Up Policies
0
Matured Policies
0
Cancelled Policies
Upcoming Renewals (Next 60 Days)
| Customer | Company | Policy No. | Renewal Date | Premium | Days Left | Action |
|---|---|---|---|---|---|---|
| No policies expiring within 60 days. | ||||||
Partner Distribution
Customer Registry
Manage policyholders and their insurance portfolios.
Renewal Watchlist
Policies with renewal dates within the next 60 days, ordered by urgency.
| Customer Name | Contact | Company | Policy Details | Premium | Renewal Date | Days Remaining | Payment Status |
|---|---|---|---|---|---|---|---|
| No renewals in this range. | |||||||
Matured Policies (Settlement Watchlist)
Policies that have reached maturity and require maturity claim settlements to be paid to the customer.
| Customer Name | Contact | Company | Policy Details | Maturity Amount (Sum Assured) | Maturity Date | Settlement Status |
|---|---|---|---|---|---|---|
| No matured policies found. | ||||||
Reports & CSV Export
Filter data across companies, policy types, and status. Export reports to Excel/CSV.
Report Preview
0 records found| Customer | Policy Number | Company | Type | Premium | Renewal Date | Maturity Date | Status |
|---|---|---|---|---|---|---|---|
| Use filters to load policy data. | |||||||
Insurance Plan Catalog
Configure predefined insurance policy plans. You can link these to specific customers inside their registry profile.
Create Policy Plan
Policy Group Directory
CRM Settings & Directories
Configure agent details and customize policy dropdown values.
Agent Profile Settings
Manage Insurance Companies
Manage Policy Types
Manage Policy Statuses
Database Backup & Restore
Since you are working in local drive storage mode, you can download all your data (clients, catalog plans, settings) to a JSON file on your machine, or upload an existing database file to restore your settings.