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Brokerage

The document contains a detailed list of insurance policies, including client names, policy numbers, statuses, and dates. It also includes product and solution groups, income classes, amounts due, and revenue transaction types. The data indicates various active and inactive policies, with a focus on construction and engineering sectors.

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waduire
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7 views5 pages

Brokerage

The document contains a detailed list of insurance policies, including client names, policy numbers, statuses, and dates. It also includes product and solution groups, income classes, amounts due, and revenue transaction types. The data indicates various active and inactive policies, with a focus on construction and engineering sectors.

Uploaded by

waduire
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as XLSX, PDF, TXT or read online on Scribd
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client_name policy_number policy_status policy_start_date policy_end_date

ABC 000000000086/4398 Inactive 2/27/2018 2/26/2019


TT 31030411/17/10000760 Active 3/10/2018 3/9/2019
TT 31030/459/1710000154 Active 3/10/2018 3/9/2019
XYZ '1213004416P109402880 Active 9/23/2016 9/22/2019
XYZ '1213004416P109402880 Active 9/23/2016 9/22/2019
XYZ '1213004416P109402880 Active 9/23/2016 9/22/2019
XYZ '1213004416P109402880 Active 9/23/2016 9/22/2019
XYZ '1213004416P109402880 Active 9/23/2016 9/22/2019
XYZ '1213004416P109402880 Active 9/23/2016 9/22/2019
XYZ '1213004416P109402880 Active 9/23/2016 9/22/2019
XYZ '1213004416P109402880 Active 9/23/2016 9/22/2019
XYZ '1213004416P109402880 Active 9/23/2016 9/22/2019
XYZ '1213004416P109402880 Active 9/23/2016 9/22/2019
XYZ '1213004416P109402880 Active 9/23/2016 9/22/2019
XYZ '1213004416P109402880 Active 9/23/2016 9/22/2019
XYZ '1213004416P109402880 Active 9/23/2016 9/22/2019
XYZ '1213004416P109402880 Active 9/23/2016 9/22/2019
XYZ '42040044180300000018 Active 8/28/2018 8/23/2020
XYZ '42040044180300000018 Active 8/28/2018 8/23/2020
XYZ '42040044180300000018 Active 8/28/2018 8/23/2020
XYZ '42040044180300000018 Active 8/28/2018 8/23/2020
XYZ '42040044180300000018 Active 8/28/2018 8/23/2020
XYZ '42040044180300000018 Active 8/28/2018 8/23/2020
XYZ '42040044180300000018 Active 8/28/2018 8/23/2020
XYZ '42040044180300000018 Active 8/28/2018 8/23/2020
XYZ '42040044180300000018 Active 8/28/2018 8/23/2020
product_group Account Exe ID Exe Name branch_name
Fire 1 Vinay Ahmedabad
Fire 1 Vinay Ahmedabad
Miscellaneous 1 Vinay Ahmedabad
Engineering 1 Vinay Ahmedabad
Engineering 1 Vinay Ahmedabad
Engineering 1 Vinay Ahmedabad
Engineering 1 Vinay Ahmedabad
Engineering 1 Vinay Ahmedabad
Engineering 1 Vinay Ahmedabad
Engineering 1 Vinay Ahmedabad
Engineering 1 Vinay Ahmedabad
Engineering 1 Vinay Ahmedabad
Engineering 1 Vinay Ahmedabad
Engineering 1 Vinay Ahmedabad
Engineering 1 Vinay Ahmedabad
Engineering 1 Vinay Ahmedabad
Engineering 1 Vinay Ahmedabad
Engineering 1 Vinay Ahmedabad
Engineering 1 Vinay Ahmedabad
Engineering 1 Vinay Ahmedabad
Engineering 1 Vinay Ahmedabad
Engineering 1 Vinay Ahmedabad
Engineering 1 Vinay Ahmedabad
Engineering 1 Vinay Ahmedabad
Engineering 1 Vinay Ahmedabad
Engineering 1 Vinay Ahmedabad
solution_group income_class Amount income_due_date
Property / BI New 2939.29 2/27/2018
Property / BI New 2340.25 3/10/2018
Property / BI New 125 3/10/2018
Construction, Power & Infrastructure New 31589.25 12/23/2017
Construction, Power & Infrastructure New 31589.25 3/23/2018
Construction, Power & Infrastructure New 31589.25 6/23/2018
Construction, Power & Infrastructure New 31589.25 9/23/2018
Construction, Power & Infrastructure New 31589.25 12/23/2018
Construction, Power & Infrastructure New 31589.25 3/23/2019
Construction, Power & Infrastructure New 31589.3 12/23/2016
Construction, Power & Infrastructure New 31589.3 3/23/2017
Construction, Power & Infrastructure New 31589.3 6/23/2017
Construction, Power & Infrastructure New 31589.3 9/23/2017
Construction, Power & Infrastructure New 183374.9 9/23/2016
Construction, Power & Infrastructure New 0
Construction, Power & Infrastructure New 0
Construction, Power & Infrastructure New 0
Construction, Power & Infrastructure New 93516.75 5/7/2020
Construction, Power & Infrastructure New 93516.75 5/7/2020
Construction, Power & Infrastructure New 93516.75 5/7/2020
Construction, Power & Infrastructure New 93517.25 1/25/2020
Construction, Power & Infrastructure New 100710.88 12/9/2018
Construction, Power & Infrastructure New 100710.88 3/22/2019
Construction, Power & Infrastructure New 100710.88 7/3/2019
Construction, Power & Infrastructure New 100710.88 10/14/2019
Construction, Power & Infrastructure New 129485.38 8/28/2018
revenue_transaction_type renewal_status lapse_reason
Brokerage Inception
Brokerage Inception
Brokerage Inception
Brokerage Endorsement
Brokerage Endorsement
Brokerage Endorsement
Brokerage Endorsement
Brokerage Endorsement
Brokerage Endorsement
Brokerage Endorsement
Brokerage Endorsement
Brokerage Endorsement
Brokerage Endorsement
Brokerage Endorsement
Brokerage Endorsement
Brokerage Endorsement
Brokerage Endorsement
Brokerage Inception
Brokerage Inception
Brokerage Inception
Brokerage Inception
Brokerage Inception
Brokerage Inception
Brokerage Inception
Brokerage Inception
Brokerage Inception
last_updated_date
1/22/2020
1/22/2020
1/22/2020
1/22/2020
1/22/2020
1/22/2020
1/22/2020
1/22/2020
1/22/2020
1/22/2020
1/22/2020
1/22/2020
1/22/2020
1/22/2020
1/22/2020
1/22/2020
1/22/2020
1/22/2020
1/22/2020
1/22/2020
1/22/2020
1/22/2020
1/22/2020
1/22/2020
1/22/2020
1/22/2020

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