hardy-account
by
Maulik Patel
Maulik PatelI have account agency for insurance. Pls cretae a website for me. With Admin login in python
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Customers
Manage accounts, policies, and renewal notifications
+12%
1,248
Total Customers
Registered accounts
+8%
976
Active Policies
Across all policy types
! Due Soon
84
Renewals Due This Month
Mar 2026 • Action needed
This month
317
Customers Notified
Renewal alerts sent
| Customer Name | Contact | Policy Type | Premium | Renewal Date | Actions | |
|---|---|---|---|---|---|---|
AD Amit Desai CUS-1003 | +91 97723 55891 amit.desai@yahoo.com | Motor Insurance | ₹8,200 Annual | Active 14 Jul 2026 | ||
AN Arun Nair CUS-1007 | +91 99001 67845 arun.nair@gmail.com | Health Insurance | ₹22,600 Annual | Active 30 May 2026 | ||
NJ Neha Joshi CUS-1006 | +91 87901 44320 neha.joshi@rediffmail.com | Life Insurance | ₹28,000 Annual | Overdue 10 Feb 2026 | ||
PS Priya Sharma CUS-1002 | +91 99874 22103 priya.sharma@outlook.com | Health Insurance | ₹18,500 Annual | Overdue 28 Feb 2026 | ||
RK Rajesh Kumar CUS-1001 | +91 98201 34567 rajesh.kumar@gmail.com | Life Insurance | ₹24,000 Annual | Due Soon 18 Mar 2026 |
Select All on Page
AD
Amit Desai
CUS-1003
Contact
+91 97723 55891
Policy
Motor Insurance
Premium
₹8,200
Renewal
Active
AN
Arun Nair
CUS-1007
Contact
+91 99001 67845
Policy
Health Insurance
Premium
₹22,600
Renewal
Active
NJ
Neha Joshi
CUS-1006
Contact
+91 87901 44320
Policy
Life Insurance
Premium
₹28,000
Renewal
Overdue
PS
Priya Sharma
CUS-1002
Contact
+91 99874 22103
Policy
Health Insurance
Premium
₹18,500
Renewal
Overdue
RK
Rajesh Kumar
CUS-1001
Contact
+91 98201 34567
Policy
Life Insurance
Premium
₹24,000
Renewal
Due Soon
Showing 1–5 of 7 customers
Customer Profile
Policies, contact & account history
RM
Rajesh Mehta
CUST-20240187 • Member since Jan 2021
Active Customer
Contact Information
Phone
+91 98765 43210
Email
rajesh.mehta@gmail.com
Address
14B, Shastri Nagar, Ahmedabad – 380004
Active Policies (3)
Motor Insurance
POL-MT-00421
Annual Premium
₹18,500
Renewal Date
15 Apr 2026
Health Insurance
POL-HT-00198
Annual Premium
₹32,000
Renewal Date
28 Jun 2026
Life Insurance
POL-LF-00053
Annual Premium
₹54,750
Renewal Date
02 Feb 2026
Account History
🔔
Renewal Notification Sent
Motor Insurance policy renewal reminder sent via SMS and email.
2 days ago
✏️
Contact Info Updated
Phone number updated by admin (Maulik Patel).
2 weeks ago
✅
Health Policy Renewed
Health Insurance renewed for FY 2025-26. Premium paid: ₹32,000.
8 months ago
📋
Life Policy Issued
Life Insurance policy POL-LF-00053 issued and activated.
3 years ago
Renewals Due Within 30 Days
Customers requiring timely renewal action
6 customers
Customer Name
Policy Type
Days Until Renewal
Action
- RMRajesh Mehta
- PSPriya Sharma
- AKAnil Kulkarni
- SDSunita Desai
- VPVikram Patel
- KJKavita Joshi
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