THURSDAY, AUGUST 13, 2026
Good evening, Umesh ๐
Here is what is happening with your insurance business today.
โ
+12.5%
Total Customers
1,248
vs. last month
โ
+8.2%
Active Leads
186
42 high priority
โฃ
+15.4%
Active Policies
932
NPR 48.6M premium
โป
-3.1%
Pending Follow-ups
24
8 due today
Business Overview
Premium and new policies
Today's Follow-ups
Priority tasks for today
Policy renewal โ Rajesh Sharma10:30 AM ยท Renewal due in 7 days
New lead โ Sita Karki12:00 PM ยท Interested in Endowment
Document collection โ Amit Shah03:00 PM ยท Citizenship + photo
Premium reminder โ Nisha Rai05:00 PM ยท Quarterly premium
Recent Customers
Latest customer activity
| Customer | Plan | Status | Premium |
|---|
| Endowment | Active | NPR 72,000 |
| Child Plan | Pending | NPR 48,000 |
| Term Life | Active | NPR 36,000 |
Lead Pipeline
Conversion by stage