Leads Management System (LMS)
Phase P6 · Instant Lead Inward, POSP Geo-Allocation, and 1-Click WhatsApp Quote Push
Total Inward Leads
42
+8 this week
Hot Leads
11
Expiring within 48 hrs
Pipeline GWP
₹38.4 Lakh
Expected conversion: 68%
Converted This Month
29
100% Policy issued
| Lead Ref | Client / Proposer | Line of Business | Est. Premium | Assigned Partner / RM | Stage | Last Contact | Actions |
|---|---|---|---|---|---|---|---|
| LEAD-2026-089 |
Adani Logistics Fleet
9820011223 · Sunil Shinde
|
Commercial Vehicle (Fleet) | ₹450,000 |
Ramesh Verma (POSP-0042)
Auto-Assigned
|
Quotation Sent | Today, 11:20 AM | |
| LEAD-2026-092 |
Pooja Hegde
9845012345 · Self
|
Private Car (Comprehensive) | ₹32,000 |
Kiran Patel (POSP-0118)
Auto-Assigned
|
Hot Lead | Yesterday | |
| LEAD-2026-095 |
Precision Tools Pvt Ltd
9821098765 · Anil Mehta
|
Group Health (GMC) | ₹880,000 |
Direct Sama Head Office
Auto-Assigned
|
Underwriting Review | 22 Oct 2026 | |
| LEAD-2026-078 |
Vikram Batra
9819876543 · Self
|
Two Wheeler (Own Damage) | ₹3,850 |
Sunil Deshmukh (POSP-0205)
Auto-Assigned
|
Converted | 20 Oct 2026 |