Client Detail
Frances Mary A/P J R Penafort
660808-**-1234 · 017-444 5566 · frances.mary@example.com
Original Spreadsheet Label: FYC (AS CF SUB) · Agent: Fong Yik Cheat · Agent Code: SUB101
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What to do next
Review active policies, then prepare documents, record a receipt, or check commission records.
Client Information
- Name
- Frances Mary A/P J R Penafort
- Salutation
- Ms
- Address
- 31 Jalan Damai, Seremban
- Nationality
- Malaysia
- DOB
- 07 Aug 1966
- Age
- 59 years
- ID / NRIC
- 660808-**-1234
- Marital Status
- Single
- Contact No.
- 017-444 5566
- frances.mary@example.com
- Gender
- Female
Motor
| Policy No. / Vehicle No. | Effective Date | Expiry Date | Insurer | Status | View |
|---|---|---|---|---|---|
| VHJ9030 | 15 Jun 2025 | 14 Jun 2026 | TOKIO MARINE | Expired | 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
June 2026: VHJ9030 · Expired · RM1,229.60
Receipts
No receipt metadata captured.
Commission / Voucher Status
No linked sub-agent commission record.
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.