Customers
Manage your customer portfolio, KYC status, and policy linkages
0%
156
Total Customers
5%
118
KYC Complete
2%
38
KYC Pending
12%
45
Due for Renewal
Customer Portfolio
Showing 12 of 156 customers
| Customer | City | KYC Status | Policies | Next Renewal | Last Contact | Actions | |
|---|---|---|---|---|---|---|---|
|
RV
Rajesh Verma +91 98765 43210 |
rajesh.verma@gmail.com | Mumbai | Complete | 4 | 15 Mar 2026 17 days |
2d ago |
|
|
PA
Priya Agarwal +91 87654 32109 |
priya.agarwal@outlook.com | Delhi | Pending | 2 | 28 Mar 2026 30 days |
5d ago |
|
|
SM
Suresh Menon +91 76543 21098 |
s.menon@techcorp.in | Bangalore | Complete | 6 | 12 Jun 2026 106 days |
1d ago |
|
|
NK
Neha Kapoor +91 65432 10987 |
neha.kapoor@yahoo.in | Pune | Expired | 1 | 05 Apr 2026 38 days |
1w ago |
|
|
AS
Amit Sharma +91 54321 09876 |
amit.sharma@infosys.com | Hyderabad | Complete | 3 | 20 Mar 2026 22 days |
3d ago |
|
|
DP
Deepa Pillai +91 43210 98765 |
deepa.pillai@gmail.com | Chennai | Pending | 2 | 18 Jul 2026 142 days |
2w ago |
|
|
MJ
Manish Joshi +91 32109 87654 |
m.joshi@wipro.com | Ahmedabad | Complete | 5 | 30 May 2026 93 days |
6h ago |
|
|
SC
Sunita Chauhan +91 21098 76543 |
sunita.c@hotmail.com | Jaipur | Pending | 2 | 02 Apr 2026 35 days |
4d ago |
|
|
VR
Vikram Rao +91 10987 65432 |
vikram.rao@tcs.com | Kolkata | Complete | 3 | 22 Aug 2026 177 days |
1w ago |
|
|
AB
Ananya Bose +91 99876 54321 |
ananya.bose@gmail.com | Lucknow | Pending | 1 | 10 Sep 2026 196 days |
3w ago |
|
|
RN
Rohit Nair +91 88765 43210 |
rohit.nair@accenture.com | Kochi | Complete | 4 | 14 Nov 2026 261 days |
2d ago |
|
|
KS
Kavita Singh +91 77654 32109 |
kavita.singh@rediffmail.com | Bhopal | Expired | 1 | 08 Mar 2026 10 days |
5d ago |
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