Tasks & Action Center

  • Home
  • /
  • Tasks & Follow ups
3
Notifications
3 New
New Lead Assigned
Michael Chang was assigned to your pipeline.
10 mins ago
Policy Issued
AIA Life policy POL-2026-8812 is now active.
1 hour ago
Claim Assessment
Claim CLM-2026-901 updated by Underwriter.
3 hours ago

Tasks & Advisory Follow-ups

Organize client call-backs, renewal check-ins, and claim verifications.

Task Description Client Name Due Date Priority Status Action
Annual Review Call Kishore Kumar 18 Aug 2026 High Pending
Send Policy Renewal Document Vandana Singh 19 Aug 2026 Medium Pending