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Customers and families

See everything about a client on one screen

Open one record to view the client’s family, policies, investments, loans, claims, meetings, referrals and documents. Answer questions faster and prepare for every meeting with complete information.

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app.agentdesk.co.in / customers / C-1042Sample data
DS
Dinesh ShahCustomer code C-1042 · Family head
PortfolioPoliciesClaimsBondsFixed depositsMutual fundsLoansMeetingsReferralsDocuments
Total cover₹2.4 Cr
Invested₹38.5 L
Open claims1

Coming up

Motor renewal · Karan Shah12 days28 Oct
FD maturity · Rekha Shah17 days2 Nov · ₹5,00,000
SIP ₹10,000 · Nisha Shah20 days5 Nov
Claim follow-up · HealthOverdueWas due 14 Oct

One record for individuals and companies

Create individual or company customers with the fields relevant to each. AgentDesk gives every customer a simple customer code for easier reference during calls and paperwork.

Individual

Name, date of birth, PAN, Aadhaar, occupation, bank and address.

C-1042

Company

Company name, GST, PAN, contact person, industry and registered address.

C-1088

Keep the family connected

Create a household, select the family head and add or link family members. View the family’s complete relationship instead of treating each person as an unrelated record.

DS
Dinesh ShahFamily head · Ahmedabad
Sample
Total cover₹2.4 Cr
Yearly premium₹1,18,600
Invested₹38.5 L
  • NSNisha Shah SpouseHealthSIP ₹10,000
  • KSKaran Shah SonTermCar loan
  • RSRekha Shah MotherFD · matures 2 Nov
Next: Motor renewal for Karan on 28 Oct

A complete 360-degree customer page

Separate tabs show portfolio, policies, claims, bonds, fixed deposits, mutual funds, loans, meetings, referrals and uploaded documents. Users only see the tabs their role allows.

app.agentdesk.co.in / customers / C-1042Sample data
Dinesh ShahWhat this role can see
PortfolioPoliciesClaimsBondsFixed depositsMutual fundsLoansMeetingsReferralsDocuments
Agent7 tabsSees customers, policies, claims and meetings
Manager10 tabsSees every tab including loans and documents
Viewer2 tabsSees portfolio and policies only

Keep KYC and servicing details ready

Record personal, contact, occupation, bank, address and identity details. Track whether KYC, nominee and bank proofs are received or pending. Unique PAN, Aadhaar and GST checks help prevent duplicate records inside the organisation.

app.agentdesk.co.in / customers / C-1042 / KYCSample data
KYC and proofsDinesh Shah
  • KYC proofReceived
  • Nominee proofPending
  • Bank proofReceived
PAN already existsDuplicateABCPS1234D belongs to C-1042. Open that record instead.

Know what is coming up

The customer timeline shows renewals, bond and FD maturities, SIP instalments and claim follow-ups. Overdue items are clearly marked so the next action is easy to understand.

app.agentdesk.co.in / customers / C-1042 / timelineSample data
Upcoming for this customer
  1. Claim follow-up · HealthOverdue since 14 Oct
  2. Motor renewal · Karan ShahPremium ₹14,200
  3. FD maturity · Rekha Shah₹6,20,273
  4. SIP instalment · Nisha Shah₹10,000
  5. Bond maturity · PSU bond₹2,00,000

Find the right clients quickly

Search by name, mobile, email, PAN or GST. Use filters such as age, marital status, family role and proof status to prepare service or business lists.

app.agentdesk.co.in / customersSample data
Age 40–60MarriedFamily headProof pending
Dinesh ShahFamily headC-1042 · 99044 55977 · Ahmedabad
Nisha ShahProof pendingC-1043 · Spouse
Shah Finserv Pvt LtdCompanyC-1088 · GST 24ABCDE1234F1Z5

Related pages

Policies and Renewals Investments Claims Security and Data Control

Give every client a complete and organised record

Start building one reliable source of client information for your entire team.

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