Static records

Insurance

Life, health and motor policies across your book — with policy-copy documents on file.

Sample preview

Active policies

9

Total cover

₹6.25 Cr

Annual premium

₹2.13 L

Policy documents

12

copies on file

Life insurance

Term & savings policies.

4 policies
ClientInsurer / PlanSum assuredPremiumRenewalStatus

Sandeep Rao

AABPR1234C

HDFC Life

Click 2 Protect Super

₹1.50 Cr₹21,80014 Sept 2026
Active2

Meera Joshi

BKLPJ5678D

ICICI Pru

iProtect Smart

₹1.00 Cr₹16,40030 Jul 2026
Active1

Arjun Nair

CMNPN9012E

Max Life

Smart Secure Plus

₹2.00 Cr₹28,90019 Jun 2026
Grace1

Pooja Verma

DPQRV3456F

SBI Life

eShield Next

₹75.00 L₹12,10005 Dec 2026
Active2

Health insurance

Family floater & individual mediclaim.

3 policies
ClientInsurer / PlanSum insuredPremiumRenewalStatus

Sandeep Rao

AABPR1234C

Star Health

Family Health Optima · 4 members

₹10.00 L₹26,40022 Jul 2026
Active1

Rahul Gupta

EFGPG7890G

Niva Bupa

ReAssure 2.0 · 3 members

₹25.00 L₹31,20011 Aug 2026
Active2

Meera Joshi

BKLPJ5678D

HDFC Ergo

Optima Restore · 2 members

₹15.00 L₹22,80001 Oct 2026
Active1

Motor insurance

Comprehensive & third-party cover.

2 policies
ClientInsurer / VehicleIDVPremiumRenewalStatus

Vikram Iyer

FHIPI2345H

ICICI Lombard

MH01AB1234 · Audi Q5 · Comprehensive

₹42.00 L₹38,90003 Nov 2026
Active1

Sandeep Rao

AABPR1234C

Bajaj Allianz

MH12CD5678 · Honda City · Comprehensive

₹8.50 L₹14,20028 Jun 2026
Grace1