QT-2026-004Policy Admin Data EntryHigh—
New Normal Lifestyle Series · NNLS Essential · Natcha Phongphan · ฿19,005
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Product Enquiry
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Quotation & Application Form
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Application Form & Documents
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Sales Order
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Underwriting Decision
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Offer Letter & Payment Info
7
Policy Admin Data Entry
8
Policy Issued
Quote expired
Expired on 21 May 2026, 10:00 · Issue a new quote with fresh pricing.
Quote summary
Product & PlanNew Normal Lifestyle Series
PlanNNLS Essential
Channeldirect
AgentWaruni Siriporn
Case typeSimple
PriorityHigh
SLA—
PaymentPaid
Base premium฿18,500
Loading฿0
Discount-฿925
Tax฿1,230
Fees฿200
Total฿19,005
Rules engine results
R-AGEAge within 20–60Applicant is 29 years old.R-HEALTHNo triggering disclosuresAll knock-outs = NoR-AUTOAuto-approval criteria metSimple case, auto-approved.
M-Files · Documents
- M-FilesApplication Form.pdf402 KB · 21 Apr 2026, 10:00 · Natcha Phongphan
- M-FilesSigned_Policy_Agreement.pdf530 KB · 23 Apr 2026, 10:00 · Natcha Phongphan
- M-FilesPay_Slip.pdf115 KB · 23 Apr 2026, 10:00 · Natcha Phongphan
Communications
- 23 Apr 2026, 10:00 · M_FILESDocuments for import to HBSWaruni Siriporn → Policy AdminAll signed documents uploaded, please import.
Customer
Natcha Phongphan
2301155678901
natcha.p@example.com
+66 84 222 1100
Doctor
KYC PendingAMLO Clear
Agent / Channel
Waruni Siriporn
AG-1001 · direct
Licence: OIC-2021-88711
Expires: 2027-05-30
Credit term: 30d
Credit OK
Versions
- v1.021 Apr 2026, 10:00
Signing can use any version
Messages2
- 23 Apr 2026, 10:00sales→policy InternalWaruni Siriporn → Policy Admin — NichaSigned docs uploaded to M-Files. Please import to HBS — priority case, customer travelling next week.
- 23 Apr 2026, 22:00policy→sales InternalPolicy Admin — Nicha → Waruni SiripornReceived. Exporting to HBS now. ETA 15 min.
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