BaoXianFlow
MenuPilot Agent

Policy Detail

WQS3813

Chan Kum Yin · TOKIO MARINE · MOTOR

Agent: Sally Lim · Agent Code: SUB102

Called - Interested

What to do next

Use the policy as the link between renewal, receipt, commission, and voucher.

Policy / Renewal Details

Policy number / vehicle number
WQS3813
Client
Chan Kum Yin
Insurer
TOKIO MARINE
Class / type
MOTOR
Effective date
30 Jul 2025
Expiry date
29 Jul 2026
Roadtax expiry date
29 Jul 2026
Premium
RM555.20
Previous premium
RM528.13
Renewal status
Called - Interested
Agent / sub-agent
Sally Lim / SALLY (AS CF SUB)
Agent code
SUB102
Remark
-

Update Status

Preview controls. Status changes are not saved in this preview.

PreviewStatus changes are not saved here.

Generated Forms

No document package generated yet.

Prepare Document Package

Receipts

No receipt metadata captured.

Upload Receipt

Insurer Email Pack

No email package prepared.

Prepare Insurer Email Pack

Commission / Voucher

COM-2025-0002Included in Voucher

Mok · Sub-Agent Payout (C): RM47.712

Voucher: PV-MOK-2025-001
Open Commissions

Notes / Call History

30 Jun 2026: Renewal note created.

No special renewal note captured.

Audit Trail

Policy row loaded from the renewal tracker.

Linked client: Chan Kum Yin