BaoXianFlow
MenuPilot Agent

Policy Detail

P5654255

Nadia Rahman · TOKIO MARINE · TRAVEL

Agent: Mok · Agent Code: MOK001

Customer Renewed Themselves

What to do next

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

Policy / Renewal Details

Policy number / vehicle number
P5654255
Client
Nadia Rahman
Insurer
TOKIO MARINE
Class / type
TRAVEL
Effective date
30 Jun 2026
Expiry date
29 Jul 2026
Roadtax expiry date
-
Premium
RM1,299.00
Previous premium
RM1,257.35
Renewal status
Customer Renewed Themselves
Agent / sub-agent
Mok / DIRECT
Agent code
MOK001
Remark
-

Update Status

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

PreviewStatus changes are not saved here.

Generated Forms

DP-2026-0002: Nomination Form · Template Mapping Required

Prepare Document Package

Receipts

No receipt metadata captured.

Upload Receipt

Insurer Email Pack

No email package prepared.

Prepare Insurer Email Pack

Commission / Voucher

Mikey Sub-Agent · Sub-Agent Payout (C): RM218.288

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: Nadia Rahman