Premium Management
Sales Dashboard → Premium Booked → Premium Management
₹1.8L
Today
₹9.4L
WTD
₹38.6L
MTD
₹1.12Cr
QTD
₹4.86Cr
YTD
Search by policy, customer or manager…
Date RangeOnline SalesPartner Sales NetworkZoneStateCityInsurerProductManagerOnline Sales vs Partner Network Premium
Online Sales28%
Partner Sales Network72%
Zone-wise Premium
North Zone36%
South Zone28%
West Zone22%
East Zone14%
State-wise Premium
Maharashtra30%
Karnataka24%
Delhi20%
Gujarat16%
West Bengal10%
Insurer-wise Premium
LIC28%
HDFC Life22%
ICICI Prudential18%
Max Life14%
SBI Life12%
Product-wise Premium
Term Plan38%
Health Cover26%
Term Protector™22%
Investment Plan14%
Partner Sales Network Premium
Online Sales28%
Partner Sales Network72%
Operational Policy Records
0No operational policy records yet.
Policies will appear here after RM/Ops confirms issuance on a Policy Issuance Ready proposal.
Demo Transaction History — Static sample data for demonstration purposes only. Not linked to live leads or proposals.
Demo Transaction History
Policy No.CustomerPremiumSum AssuredProductInsurerChannelAssigned ToStatusBooking Date
PL-7741Rohan Kapoor₹32,400₹1.0CrTerm PlanLICOnlineIsha MalhotraIssued24 Jun 2026PL-7738Sneha Iyer₹28,900₹15LHealth CoverHDFC LifePartnerAditi SharmaIssued23 Jun 2026PL-7732Vikram Shah₹41,200₹1.5CrTerm Protector™ICICI PrudentialPartnerRahul VermaPending21 Jun 2026PL-7729Ananya Rao₹26,500₹75LTerm PlanMax LifeOnlineAman BhatiaIssued19 Jun 2026PL-7721Karan Mehta₹54,800₹50LInvestment PlanSBI LifePartnerMegha JoshiIssued17 Jun 2026