GI Renewal Tracker
Policy / Renewal Tracker
Excel-style renewal tracker with expiry windows, roadtax dates, status outcomes, sub-agent ownership, and document package actions.
What to do next
Call the customer, update the follow-up status, then open the client or policy if payment is received.
Recent Renewal Tasks
10 rows shown. Visual indicators: neutral above 60 days, blue for 31-60, amber for 15-30, orange/red for 1-14, red for expired.
PreviewRow actions like Update Status and Add Call Note are not saved here.
| Client | Client ID | Client IC | Phone | Owner (Original Spreadsheet Label) | Remark | Company | Type/Class | Policy No / Vehicle No | Expiry Date | Renewal Month | Year | Roadtax Expiry | Roadtax Renewal Month | Last Year Premium | Status | Due Type | Days Left | 30 Days | 14 Days | Agent Code | Action |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Frances Mary A/P J R Penafort | C004 | 660808-**-1234 | 017-444 5566 | FYC (AS CF SUB) | - | TOKIO MARINE | MOTOR | VHJ9030 | 14 Jun 2026 | June | 2026 | 14 Jun 2026 | June | RM1,229.60 | Expired | Expired | -15 | - | - | SUB101 | |
| Alicia Tan Mei Ling | C001 | 900101-**-5678 | 012-111 2233 | DIRECT | - | TOKIO MARINE | MOTOR | VAA1122 | 06 Jul 2026 | July | 2026 | 06 Jul 2026 | July | RM1,188.20 | Pending Call | Due in 14 days | 7 | - | Yes | MOK001 | |
| Bright Auto Parts Sdn Bhd | C002 | ******-**-2345 | 03-8888 1100 | FYC (AS CF SUB) | Fleet unit, request updated driver list. | ETIQA TAKAFUL | MOTOR | VJE6946 | 13 Jul 2026 | July | 2026 | 13 Jul 2026 | July | RM3,146.42 | Quotation Sent | Due in 14 days | 14 | - | Yes | SUB101 | |
| Chan Kum Yin | C003 | 780505-**-3333 | 016-222 3344 | SALLY (AS CF SUB) | - | TOKIO MARINE | MOTOR | WQS3813 | 29 Jul 2026 | July | 2026 | 29 Jul 2026 | July | RM528.13 | Called - Interested | Due in 30 days | 30 | Yes | - | SUB102 | |
| Nadia Rahman | C007 | 920707-**-9999 | 019-333 2211 | DIRECT | - | TOKIO MARINE | TRAVEL | P5654255 | 29 Jul 2026 | July | 2026 | - | - | RM1,257.35 | Customer Renewed Themselves | Due in 30 days | 30 | Yes | - | MOK001 | |
| Filtrade Auto Parts Supply | C005 | 002***8-W | 03-7777 6655 | MOK | - | LONPAC | FIRE | FIRE-2026-0091 | 28 Aug 2026 | August | 2026 | - | - | RM2,430.00 | Payment Pending | Due in 60 days | 60 | - | - | SUB103 | |
| Alicia Tan Mei Ling | C001 | 900101-**-5678 | 012-111 2233 | DIRECT | - | MSIG | PA | PA-889100 | 28 Aug 2026 | August | 2026 | - | - | RM320.00 | Called - No Answer | Due in 60 days | 60 | - | - | MOK001 | |
| Omega Trading Enterprise | C008 | ******-**-5678 | 04-123 9988 | MOK - KEN | - | LONPAC | LIABILITY | GL-8820 | 19 Sept 2026 | September | 2026 | - | - | RM1,880.00 | Renewed by Agency | Future | 82 | - | - | SUB104 | |
| Alicia Tan Mei Ling | C001 | 900101-**-5678 | 012-111 2233 | DIRECT | - | TOKIO MARINE | TRAVEL | TRV-TM-2026-1188 | 23 Sept 2026 | September | 2026 | - | - | RM285.00 | Quotation Sent | Future | 86 | - | - | MOK001 | |
| Daniel Lee Wei Han | C006 | 850303-**-8765 | 011-555 8800 | DIRECT | - | MSIG | TRAVEL | TRV-MSIG-001 | 14 Oct 2026 | October | 2026 | - | - | RM486.00 | Receipt Uploaded | Future | 107 | - | - | MOK001 |