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My Active Leads
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Policies issued
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Lead Queue
All active leads · Sorted by most recent · ⬤ Live
Smart Follow-up Center
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S09 Considering
Select a lead to view details
Enriched Profile
Bot Session
Activity
Notes
Quotes
App. Tracker
Stage SLA
⏰ BREACHED
In S09 for 8 days
Hard SLA: 5 days
Suggested Next Action
Send reflection follow-up using Template 9.1 — ask about their lingering concern.
Stage Advance
Quote Review Scheduler
Scheduling for: —
Pick a Slot
OR ENTER CUSTOM SLOT
🌏 Customer timezone: IST (UTC+5:30) · NRI: N/A
Attendees & Reminders
ATTENDEES
👤
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👤
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REMINDERS
Quote Builder
📋 Quote Generator UX is fully specified in Thodu - Quote Generator PRD.docx. This screen shows the CRM integration layer.
Pre-fill Payload to Quote Generator
Customer Name—
Phone—
Insurance Type—
Age—
City (Zone)—
Sum Insured (Health)—
Cover Amount (Term)—
Quotes for This Lead
Quote #001 · Health Created
Care Supreme · ₹10L · ₹18,200/yr · Jun 1, 2026
Quote #002 · Term Created
HDFC Click2Protect · ₹1Cr · ₹14,500/yr · Jun 1, 2026
🔒 Share is locked until Quote Review held event fires. Founder can override.
Application / KYC Tracker
Post-yes journey tracking
⚠️ Manual tracking — verify with insurer ops. System does not poll insurer APIs.
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Payment Tracker
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Renewals Hub
T-7
T-30
T-60
Set Renewal Date
Referral Engine
Trust Moment Queue
Customers ready for a referral ask
Active Referrals
Track referral loop-backs
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Reports Center
Source ROI
Advisor Performance
Stage Funnel
Win / Loss
Considering Reasons
Renewal Performance
Monthly Cohort
Speed-to-Lead
Automation Rules Center
💡 All V1 rules are hardcoded defaults. Customize when patterns emerge.
Team Lead Dashboard
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