BrokerSuite Sama Insurance
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KYC Hub
Single-Screen Renewal Workbench Leakage Prevention Hub
Convert renewals in 2 clicks. Direct WhatsApp reminders, contact recovery, and disposition logging.
₹8.16 Cr Missed Last Month — Target: 25%+ Conversion
0–7 Days Left 2,373 ₹4.85 Cr Due
8–15 Days 4,112 ₹7.10 Cr Due
16–30 Days 10,197 ₹18.44 Cr
Grace Period 1,529 Break-in Cases
Converted / Done 757 (5.9%) ₹2.13 Cr Won
Missing Phone 14,150 (72%) VAHAN Enrich Ready
Actionable Renewal Records (Bucket: 0 7 DAYS)
Vehicle No Customer Name Contact Phone Current Insurer Expiry Date Days Left Exp. Premium Assigned RM Partner 1-Click Actions
MH02CB4921 Rajesh Transport Corp 9820123456 ICICI Lombard 2026-10-27 3d left ₹24,850 Vikas Dubey (Sama RM) Ramesh Verma (POSP-0042)
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MH04AB3321 Vikram Cargo Movers Missing Phone Bajaj Allianz 2026-10-29 5d left ₹48,200 Neha Sharma Direct - Sama
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GJ01AZ9812 Amitabh P. Sharma 9879011223 Tata AIG 2026-11-05 12d ₹8,420 Vikas Dubey (Sama RM) Kiran Patel (POSP-0118)
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DL01AA1102 Kisan Logistics Pvt Ltd 9811099887 HDFC ERGO 2026-10-20 -4d left ₹38,900 Neha Sharma Direct - Sama
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