Client Detail
Chan Kum Yin
780505-**-3333 · 016-222 3344 · kumyin.chan@example.com
Original Spreadsheet Label: SALLY (AS CF SUB) · Agent: Sally Lim · Agent Code: SUB102
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What to do next
Review active policies, then prepare documents, record a receipt, or check commission records.
Client Information
- Name
- Chan Kum Yin
- Salutation
- Mr
- Address
- 9 Taman Mutiara, Ipoh
- Nationality
- Malaysia
- DOB
- 04 May 1978
- Age
- 48 years
- ID / NRIC
- 780505-**-3333
- Marital Status
- Married
- Contact No.
- 016-222 3344
- kumyin.chan@example.com
- Gender
- Male
Motor
| Policy No. / Vehicle No. | Effective Date | Expiry Date | Insurer | Status | View |
|---|---|---|---|---|---|
| WQS3813 | 30 Jul 2025 | 29 Jul 2026 | TOKIO MARINE | Called - Interested | View |
Personal Accident
| Policy No. / Vehicle No. | Effective Date | Expiry Date | Insurer | Status | View |
|---|---|---|---|---|---|
| No personal accident policies for this client. | |||||
Travel
| Policy No. / Vehicle No. | Effective Date | Expiry Date | Insurer | Status | View |
|---|---|---|---|---|---|
| No travel policies for this client. | |||||
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: WQS3813 · Called - Interested · RM528.13
Receipts
No receipt metadata captured.
Commission / Voucher Status
COM-2025-0002Included in Voucher
WQS3813 · Mok · Sub-Agent Payout (C): RM47.712
Voucher: PV-MOK-2025-001Customer 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.