Client Detail
Filtrade Auto Parts Supply
002***8-W · 03-7777 6655 · finance@filtrade.example
Original Spreadsheet Label: MOK · Agent: Mok Wai Kit · Agent Code: SUB103
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What to do next
Review active policies, then prepare documents, record a receipt, or check commission records.
Client Information
- Name
- Filtrade Auto Parts Supply
- Salutation
- Business
- Address
- 5 Persiaran Perusahaan, Shah Alam
- Nationality
- Malaysia
- DOB
- -
- Age
- -
- ID / NRIC
- 002***8-W
- Marital Status
- N/A
- Contact No.
- 03-7777 6655
- finance@filtrade.example
- Gender
- N/A
Motor
| Policy No. / Vehicle No. | Effective Date | Expiry Date | Insurer | Status | View |
|---|---|---|---|---|---|
| No motor policies for this client. | |||||
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 |
|---|---|---|---|---|---|
| FIRE-2026-0091 | 29 Aug 2025 | 28 Aug 2026 | LONPAC | Payment Pending | View |
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
August 2026: FIRE-2026-0091 · Payment Pending · RM2,430.00
Receipts
R001: RM2,510.00 · Pending Review
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.