Adrian Herman
System Admin
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Welcome to SmartHR
Adrian Herman
System Admin
Welcome to SmartHR
Adrian Herman
System Admin
Quick Actions
Add Client
New Policy
Collect Premium
Deposit to Company
Generate Report
- Reminders View All
- Follow up with 12 clients Todays
- Premium collection pending 8
- Policies due to renewal 20
- KYC Pending 7
Income vs Expenses
Income
Expenses
Last Updated at 11:30PM
Upcoming Renewable
Rahul SinghPolicy No #1234567890 |
25 Aug 2026 |
28 Days |
Vamika ChakarwartyPolicy No #1234567890 |
18 Aug 2026 |
20 Days |
Rahul SinghPolicy No #1234567890 |
15 Aug 2026 |
18 Days |
Shweta SinghPolicy No #1234567890 |
05 Aug 2026 |
8 Days |
Rahul SinghPolicy No #1234567890 |
31 July 2026 |
3 Days |
Vinita SinghPolicy No #1234567890 |
20 July 2026 |
8 Days |
Recent Transactions
| # | Customer | Policy No. | Insurance Type | Premium | Purchase Date | Agent | Action |
|---|---|---|---|---|---|---|---|
| 1 | Rakesh Kumar | LIC202600125 | Life Insurance | ₹18,500 | 29 Jul 2026 | Rahul Singh | |
| 2 | Amit Sharma | LIC202600126 | Health Insurance | ₹25,000 | 28 Jul 2026 | Priya Verma | |
| 3 | Amit Sharma | LIC202600126 | Health Insurance | ₹25,000 | 28 Jul 2026 | Priya Verma | |
| 4 | Amit Sharma | LIC202600126 | Health Insurance | ₹25,000 | 28 Jul 2026 | Priya Verma | |
| 5 | Amit Sharma | LIC202600126 | Health Insurance | ₹25,000 | 28 Jul 2026 | Priya Verma | |
| 6 | Amit Sharma | LIC202600126 | Health Insurance | ₹25,000 | 28 Jul 2026 | Priya Verma | |
| 7. | Amit Sharma | LIC202600126 | Health Insurance | ₹25,000 | 28 Jul 2026 | Priya Verma |
Company-wise Business
Total Insurance
124/165
LIC
24%
HDFC Life
10%
SBI Life
16%
ICICI Prudential
40%
Others
10%
389/689 Clients
Premium Collected This Week
Top Performers
Rakesh Kumar
Top Performer
135 Policies
₹28.75 Lakh
Vinod Kumar
Top Performer
125 Policies
₹18.75 Lakh
Rohit Kumar
Top Performer
105 Policies
₹15.75 Lakh
Gitika Agrawal
Top Performer
95 Policies
₹12.75 Lakh
Keshav Verma
Top Performer
85 Policies
₹11.75 Lakh
Recent Transactions
| Date | Type | Client/Company | Amount | Status |
|---|---|---|---|---|
| 21 May 2024 | SIP Investment |
Vijay Sinha | 28,350 | Success |
| 21 May 2024 | LIC |
Rahul Sharma | 28,350 | Success |
| 21 May 2024 | Premium Collection |
Rohit Kumar | 28,350 | Success |
| 21 May 2024 | Company Deposit |
Pramod Singh | 28,350 | Success |
| 21 May 2024 | Premium Collection |
Rahul Sharma | 28,350 | Success |
| 21 May 2024 | New Lic |
Rahul Sharma | 28,350 | Success |
| 28 June 2026 | Premium Collection |
Kartik Sharma | 8,350 | Pending |
Employee Status
Total Employee
154
Fulltime (48%)
112
Contract (20%)
112
Probation (22%)
12
WFH (20%)
04
Top Performer
Performance
99%
Attendance Overview
Total Attendance
120
Status
Present
59%
Late
21%
Permission
2%
Absent
15%
Total Absenties
Clock-In/Out
Birthdays
View AllToday
Vivek Sharma
Sr. Agent
Tomorrow
Kritika Agrawal
Tele caller
Antony Lewis
Agent
25 Jan 2025
Doglas Martini
Head Manager
Audit Logs
View All
Ajay Kumar
05:30 PM
Added New Customers Clients
Ajay Kumar
05:00 PM
Commented on Uploaded Document
Misthi Kumari
05:30 PM
Approved new policy #43584503
Mukesh Rishi
06:00 PM
Requesting Access to Module Tickets
Vivek Kumar
06:30 PM
Existing policy renew done.policy #89434859
Soniya Sharma
05:30 PM
Aadhaar, PAN, Policy Bond document upload done. KYC
