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Profile
Customer Type
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App Identifier
Tele Sales Journey
Non Pos Journey
Pasa Journey
POSP Journey
Product Solution Journey
Tele Binding Journey
Agent ID
Customer ID
Is Consent Accepted
Yes
No
Is Repush
Yes
No
Redirect To
SIT
UAT
Agent Details
Agent Name
Agent Email ID
Agent Phone No
Agent Role
Write a few sentences about the agent role.
Customer Details
Ckyc No
Customer Title
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Mr
Ms
First Name
Middle Name
Sur Name
Date of Birth
Email Address
Gender
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Male
Female
Others
Mobile Number
PAN
Std Office
Std Office 1
Tel No
Tel No 1
Communication Address
Address 1
Address 2
City
Country
Pin Code
State
Permanent Address
Address 1
Address 2
City
Country
Pin Code
State
Bank Details
Account No
Account Opening Date
Account Type
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Savings
Current
Other
IFSC Code
Branch Code
Branch Name
Constitution Code
CRM Status
Customer Segment
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Prime
Priority
Privee
CURRENT
Kyc Status
Offer ID
Offer Name
Omni Flow Link
Scheme Code
SP Code
Ukyc Flag
Yes
No
PSM Details
Life Stage
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Single
Married with no children
Single with Children
Married with children
Close to retirement or retired
Goal Selected
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Retirement
Protection
Regular income
Wealth accumulation/Investment
Children’s marriage/education
Income
Is Recommended Product
Yes
No
Is Solution
Yes
No
Product Type
Select
POS
Non-POS
Recommended Products
Select...
Selected Product
Select
Max Life Cancer Insurance Plan
Axis Max Life Forever Young Pension Plan
Max Life Future Genius Education Plan
Axis Max Life Platinum Wealth Plan – AUROUS CIRCLE
Axis Max Life Monthly Income Advantage Plan
Axis Max Life Savings Advantage Plan
Axis Max Life Guaranteed Lifetime Income Plan
Axis Max Life Flexi Wealth Plus Plan
Axis Max Life Smart Wealth Plan
Axis Max Life Smart Secure Plus Plan
Axis Max Life Saral Jeevan Bima
Axis Max Life Saral Pension Plan
Axis Max Life Smart Wealth Income Plan
Axis Max Life Flexi Wealth Advantage Plan
Max Life Smart Flexi Protect Solution
Axis Max Life Smart Wealth Advantage Guarantee Plan
Axis Max Life Smart Wealth Advantage Growth Par Plan
Axis Max Life Secure Earnings and Wellness Advantage Plan
Axis Max Life Fast Track Super Plan
Axis Max Life Online Savings Plan
Axis Max Life Smart Total Elite Protection Plan
Axis Max Life Smart Wealth Annuity Guaranteed Pension Plan
Axis Max Life Smart Wealth Advantage Guarantee Elite Plan
Axis Max Life Smart Term Plan Plus
Axis Max Life Smart Term with Additional Returns ULIP
Axis Max Life Smart Value Income & Benefit Enhancer Plan
Axis Max Life VIBE Plus Solution
Axis Max Life Online Savings Plan Plus
Axis Max Life Smart Retirement Income with Sustained Earnings Plan
Axis Max Life Smart Online Pension Plan
Risk Appetite
Select
Low
Medium
High
Additional Data
Is Number Indian
Yes
No
Is LI equals PH
Yes
No
Date of Birth of Insured
Insured First Name
Insured Middle Name
Insured Last Name
Insured Gender
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Male
Female
Others
Relation With Proposer
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Husband
Son
Grand Son
Wife
Daughter
Grand Daughter
Spouse
Education
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High School
Graduate
Post Graduate
Professional
Diploma
Illiterate
Primary School
Senior School(12th Pass)
Occupation
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Salaried
Self-employed
Professional
Student
Self Employed from Home
Agriculture
Housewife
Labourer
Others
Has Existing LI Cover
Yes
No
Existing LI Cover
Lead Source Option
Select
SLG-SPARCA
SLG-Cross SellA
SLG-PureA
CAT-Axis
Others
Data 1
Select
CRM
Saksham
Siddhi
AVC
Data 3
Data 6
Select
TeleB
Open Questions
Is NRI
Yes
No
Customer interested in Business Insurance
Yes
No
Opportunity to Meet
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Meeting scheduled by SP
Meeting scheduled along with RA
Opportunity to Meet Date
Premium Paying Capacity
Premium Paying Reason
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Monthly average balance
Fixed deposit
CC limit
Existing loans
TRV
Engaged Customer
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Appointment fixed during the customer branch visit
Appointment fixed during a customer meeting outside the branch
Account opened in last 3 months
Appointment fixed through a tele calling discussion
Source
Partner Product Type
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ULIP
Non Par
Channel
Is Onboarded
Yes
No
Stage
Select
DSC Accepted
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