Follow-ups
Your follow-up board
Stay on top of every conversation — never miss a beat.
Today
4 follow-ups
PI
Priya Iyer
Health Insurance · Anil Tari
Today, 10:30
"Discuss ULIP proposal and premium options."
VM
Vikram Malhotra
ULIP · Priya Shah
Tomorrow, 11:15
"Discuss ULIP proposal and premium options."
AS
Anjali Sharma
Motor Insurance · Rohit Mehra
18 Jul, 14:00
"Discuss ULIP proposal and premium options."
KR
Karan Reddy
Retirement Plan · Kavya Rao
20 Jul, 16:45
"Discuss ULIP proposal and premium options."
Upcoming
6 follow-ups
IM
Isha Menon
Child Plan · Sameer Khan
22 Jul, 09:00
"Discuss ULIP proposal and premium options."
AN
Aarav Nair
Endowment · Anil Tari
25 Jul, 10:30
"Discuss ULIP proposal and premium options."
SK
Sneha Khanna
Term Life · Priya Shah
Today, 11:15
"Discuss ULIP proposal and premium options."
KV
Kunal Verma
Health Insurance · Rohit Mehra
Tomorrow, 14:00
"Discuss ULIP proposal and premium options."
DK
Divya Kapoor
ULIP · Kavya Rao
18 Jul, 16:45
"Discuss ULIP proposal and premium options."
SG
Siddharth Gupta
Motor Insurance · Sameer Khan
20 Jul, 09:00
"Discuss ULIP proposal and premium options."
Overdue
3 follow-ups
PP
Pooja Patel
Retirement Plan · Anil Tari
22 Jul, 10:30
"Discuss ULIP proposal and premium options."
RJ
Rohan Joshi
Child Plan · Priya Shah
25 Jul, 11:15
"Discuss ULIP proposal and premium options."
MI
Meera Iyer
Endowment · Rohit Mehra
Today, 14:00
"Discuss ULIP proposal and premium options."
Completed
5 follow-ups
RM
Rahul Malhotra
Term Life · Kavya Rao
Tomorrow, 16:45
"Discuss ULIP proposal and premium options."
NS
Neha Sharma
Health Insurance · Sameer Khan
18 Jul, 09:00
"Discuss ULIP proposal and premium options."
AR
Arjun Reddy
ULIP · Anil Tari
20 Jul, 10:30
"Discuss ULIP proposal and premium options."
PM
Priya Menon
Motor Insurance · Priya Shah
22 Jul, 11:15
"Discuss ULIP proposal and premium options."
VN
Vikram Nair
Retirement Plan · Rohit Mehra
25 Jul, 14:00
"Discuss ULIP proposal and premium options."