Client Detail
Alicia Tan Mei Ling
900101-**-5678 · 012-111 2233 · alicia.tan@example.com
Original Spreadsheet Label: DIRECT · Agent: Mok · Agent Code: MOK001
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What to do next
Review active policies, then prepare documents, record a receipt, or check commission records.
Client Information
- Name
- Alicia Tan Mei Ling
- Salutation
- Ms
- Address
- 18 Jalan Sentral, Kuala Lumpur
- Nationality
- Malaysia
- DOB
- 31 Dec 1989
- Age
- 36 years
- ID / NRIC
- 900101-**-5678
- Marital Status
- Single
- Contact No.
- 012-111 2233
- alicia.tan@example.com
- Gender
- Female
Motor
| Policy No. / Vehicle No. | Effective Date | Expiry Date | Insurer | Status | View |
|---|---|---|---|---|---|
| VAA1122 | 07 Jul 2025 | 06 Jul 2026 | TOKIO MARINE | Pending Call | View |
Personal Accident
| Policy No. / Vehicle No. | Effective Date | Expiry Date | Insurer | Status | View |
|---|---|---|---|---|---|
| PA-889100 | 29 Aug 2025 | 28 Aug 2026 | MSIG | Called - No Answer | View |
Travel
| Policy No. / Vehicle No. | Effective Date | Expiry Date | Insurer | Status | View |
|---|---|---|---|---|---|
| TRV-TM-2026-1188 | 09 Sept 2026 | 23 Sept 2026 | TOKIO MARINE | Quotation Sent | View |
Fire
| Policy No. / Vehicle No. | Effective Date | Expiry Date | Insurer | Status | View |
|---|---|---|---|---|---|
| No fire policies for this client. | |||||
Marine
| Policy No. / Vehicle No. | Effective Date | Expiry Date | Insurer | Status | View |
|---|---|---|---|---|---|
| No marine policies for this client. | |||||
Health
| Policy No. / Vehicle No. | Effective Date | Expiry Date | Insurer | Status | View |
|---|---|---|---|---|---|
| No health policies for this client. | |||||
Miscellaneous
| Policy No. / Vehicle No. | Effective Date | Expiry Date | Insurer | Status | View |
|---|---|---|---|---|---|
| No miscellaneous policies for this client. | |||||
Renewal History
July 2026: VAA1122 · Pending Call · RM1,188.20
August 2026: PA-889100 · Called - No Answer · RM320.00
September 2026: TRV-TM-2026-1188 · Quotation Sent · RM285.00
Receipts
No receipt metadata captured.
Commission / Voucher Status
Customer Documents
No document package generated yet.
Insurer Email Pack
No email package prepared yet.
Notes / Call Logs
Note: call customer before renewal notice if expiry is within 30 days.
Call log entry area is preview only.
Audit Timeline
Client profile loaded from sample records.
Policy and renewal rows mirror Excel tracker structure.