Spreadsheet: 845843d1697177221-filter-formula-help-help
Sheet: Summ for Erica&Ilona

 | TRACKING SHEET |  |  |  |  |  |  |  |  |  |  |  |  | From Payment Records |  | Computed
 | Visit ID | Name | Associate Assigned | Assigned Agency | Month Assigned | Shop Status | [NAME] | Date of cancellation | ALL DOCS | ALL CLEAR | Payment Status | Payment Amount | Payment Date | Payment Amount | Payment Date | NEW Payment Status
 | 0031 | [NAME] | [NAME] | AXA (Kanzen) | Apr | Failed shop, payable by Intage - Kanzen | M1 - 04/04, 2pm unable to go through anything and did not received namecard because agent "camy" said that she gave out all her namecard. There is no way for shopper to contact her. No followup from agent till date. |  |  | {ID CLOSED} |  |  |  | 60 | 2023-05-02 00:00:00 | Paid in payment record but not in tracking sheet
 | 0032 | [NAME] | [NAME] | Prudential (Insurer) | Apr | Failed Shop, MS Fault | Recording for cut off so unable to check the shop status |  |  | {ID CLOSED} |  |  |  | 200 | 2023-05-16 00:00:00 | Paid in payment record but not in tracking sheet
 | 0075 | Mabell Ong | Avena | AXA (Kanzen) | Apr | Duplicated agent | M1 - 28/04, 330pm, zoom |  |  | {ID CLOSED} |  |  |  | 180 | 2023-05-16 00:00:00 | Paid in payment record but not in tracking sheet
 | 0173 | Arina | Bernice | AIA (Insurer) | Jun | [NAME] | 16/05 - pending reply from agent to set 1st meeting. 23/05 - appt set for early next week becuase agent is not free this wk. m1 - 02/06, 3pm | 2023-06-11 00:00:00 | yes | {ID CLOSED} |  |  |  | 200 | 2023-06-06 00:00:00 | Paid in payment record but not in tracking sheet
 | 0318 | Esther | Bernice | AXA (Kanzen) | May | Failed shop, payable by Intage - Kanzen | MS went down on 22/05 @ 115pm but singpost say there is no more booth there already. |  |  | {ID CLOSED} |  |  |  | 30 | 2023-05-23 00:00:00 | Paid in payment record but not in tracking sheet
 | 0320 | Esther | Bernice | AXA (Kanzen) | Jun | Dropout - Kanzen | Waiting for agent to call back otherwise will call hotline again 25/05. 26/05 - no reply from hotline. 2nd call to hotline - 29/05 |  |  |  |  |  |  | 30 | 2023-05-23 00:00:00 | Paid in payment record but not in tracking sheet
 | 0360 | [NAME] | [NAME] | [NAME] (LFA) | May | Failed shop, payable by Intage. Agent [NAME] | Agent did not give him his name and contact. Instead, agent say he will contact him again. No way of MS following up with agent. |  |  |  |  |  |  | 110 | 2023-05-09 00:00:00 | Paid in payment record but not in tracking sheet
 | 0370 | [NAME] | [NAME] | AXA (Kanzen) | Jun | Assigned - Kanzen |  |  |  |  |  |  |  | 60 | 2023-05-16 00:00:00 | Paid in payment record but not in tracking sheet
 | 0383 | Esther | Bernice | AXA (Kanzen) | Jun | Assigned - Kanzen |  |  |  |  |  |  |  | 30 | 2023-05-23 00:00:00 | Paid in payment record but not in tracking sheet
 | 0384 | [NAME] | [NAME] | AXA (Kanzen) | Jun | Assigned - Kanzen |  |  |  |  |  |  |  | 60 | 2023-05-16 00:00:00 | Paid in payment record but not in tracking sheet
 | 0172 | Arina | Bernice | GE FA (LFA) | May | [NAME] | M2 - 31/05, 7PM. Pending full docs and inception | 2023-06-09 00:00:00 | yes | {ID CLOSED} | Paid - Bank Transfer | 150 | 2023-06-13 00:00:00 |  |  | Paid in tracking sheet but no payment record | OK - Payment record is GE Life (Not GE FA)
 | 0160 | [NAME] | [NAME] | GE Life (Insurer) | May | [NAME] |  | 2023-06-01 00:00:00 | no - pending whatsapp export and ms checklist | {ID CLOSED} | Paid - Bank Transfer | 150 | 2023-06-06 00:00:00 |  |  | Paid in tracking sheet but no payment record | OK - Payment record shows as GE FA (not GE)
 | 0166 | Luo Han | Gina | Manulife (Insurer) | May | [NAME] | m1 - 18/05, 730pm. [NAME], 630pm. Pending incpetion and full docs. | 2023-05-26 00:00:00 | yes | {ID CLOSED} | Paid - Bank Transfer | 150 | 2023-06-06 00:00:00 |  |  | Paid in tracking sheet but no payment record | OK - We have payment record for Manu FA (Not Manulife)
 | 0177 | Esther | Bernice | Manulife FA (LFA) | May | [NAME] |  | 2023-06-15 00:00:00 | yes | {ID CLOSED} | Pending - Bank Transfer | 150 |  |  |  | Paid in tracking sheet but no payment record | OK. In payment record as [NAME] (Manu FA)
 | 0048 | [NAME] | [NAME] | PIAS (LFA) | May | [NAME] | Agent will be on holiday from 09/04 to 19/04. To meet agent for M1 after - 21/04, 11am. Pending inception and full docs |  |  |  | Pending - Bank Transfer | 230 |  |  |  | Paid in tracking sheet but no payment record
 | 0056 | [NAME] | [NAME] | Singlife FA (LFA) | May | [NAME] | M1 - 20/04, 7pm. 21/05 - MS just signed amendement form because he is not buying a plan that is high enough to meet his retirement target so have to countersign documents. | 2023-06-06 00:00:00 |  |  | Pending - Bank Transfer | 200 |  |  |  | Paid in tracking sheet but no payment record
 | 0122 | Wilson | [NAME] | Prudential (Insurer) | May | [NAME] |  | 2023-05-16 00:00:00 |  | {ID CLOSED} | Paid - Bank Transfer | 180 | 2023-06-06 00:00:00 |  |  | Paid in tracking sheet but no payment record
 | 0153 | Rahim | Bernice | AXA (Kanzen) | Jun | [NAME] |  | 2023-06-19 00:00:00 | yes | {ID CLOSED} | Pending - Bank Transfer | 150 |  |  |  | Paid in tracking sheet but no payment record
 | 0174 | Arina | Bernice | Income (Insurer) | May | [NAME] | 16/05 - pending reply from agent to set 1st meeting. M1 - 23/05, 12pm. 01/06 - pending for bernice to get MS to schedule on 02/06 | 2023-06-12 00:00:00 | yes | {ID CLOSED} | Pending - Bank Transfer | 150 |  |  |  | Paid in tracking sheet but no payment record
 | 0184 | [NAME] | [NAME] | AIA (Insurer) | May | Failed Shop, MS Fault | Recording was cut so unable to use shop | 2023-05-25 00:00:00 | No - pending MS checklist | {ID CLOSED} | Pending - Bank Transfer | 200 |  |  |  | Paid in tracking sheet but no payment record
 | 0185 | Jasmine | [NAME] | Prudential (Insurer) | Jun | Failed shop, payable by Intage - Shincho | 1st visit - 16/05, unable to close on 1st visit because when [NAME] said that she is interested in other plans, agent say that he wont be able to recommend a plan to her without knowing for financial. Have to meet again 2 weeks later as he is going to Paris and will only be back 2 weeks later. Pending 2nd meeting on 04/06 1.30pm. Another shopper went down (duplicated location). Payable $30 for 1st visit. |  |  | {ID CLOSED} | Paid - Bank Transfer | 30 | 2023-06-13 00:00:00 |  |  | Paid in tracking sheet but no payment record
 | 0241 | [NAME] | Gina | GE FA (LFA) | May | [NAME] | m1 - 19/05, 1pm. M2-27/05,3.15pm. No full docs because is a lump sum payment for the plan so will proceed to cancel as signed app form is given to MS already. Count as case close. | 2023-05-30 00:00:00 | yes | {ID CLOSED} | Paid - Bank Transfer | 200 | 2023-06-06 00:00:00 |  |  | Paid in tracking sheet but no payment record
 | 0243 | [NAME] | [NAME] | Prudential (Insurer) | Jun | [NAME] |  | 2023-06-15 00:00:00 | yes | {ID CLOSED} | Pending - Bank Transfer | 200 |  |  |  | Paid in tracking sheet but no payment record
 | 0247 | [NAME] | [NAME] | AIA (Insurer) | May | [NAME] | m1 - 19/05 230pm. M2 - 25/05, 6pm | 2023-05-26 00:00:00 | no - pending whatsapp export and MS checklist | {ID CLOSED} | Pending - Bank Transfer | 230 |  |  |  | Paid in tracking sheet but no payment record
 | 0315 | [NAME] | [NAME] | AXA (Kanzen) | May | Failed shop, payable by Intage - Kanzen | MS went down on 22/05 but no booth set up due to rental issue with SMRT. 423pm/ 442pm |  |  | {ID CLOSED} | Paid - Bank Transfer | 30 | 2023-05-29 00:00:00 |  |  | Paid in tracking sheet but no payment record
 | 0321 | [NAME] | [NAME] | AIA (Insurer) | May | [NAME] |  | 2023-05-31 00:00:00 | no - pending MS checklist |  | Pending - Bank Transfer | 150 |  |  |  | Paid in tracking sheet but no payment record
 | 0334 | [NAME] | Bernice | AIA (Insurer) | Jun | [NAME] |  | 2023-06-02 00:00:00 | pending ms checklist | {ID CLOSED} | Pending - Bank Transfer | 150 |  |  |  | Paid in tracking sheet but no payment record
 | 0341 | [NAME] | Bernice | Income (Insurer) | Jun | [NAME] |  | 2023-06-05 00:00:00 | pending ms checklist and chat export | {ID CLOSED} | Pending - Bank Transfer | 150 |  |  |  | Paid in tracking sheet but no payment record
 | 0344 | Rahim | Bernice | [NAME] (LFA) | May | [NAME] | Pending full docs and inception | 2023-06-10 00:00:00 | yes | {ID CLOSED} | Pending - Bank Transfer | 150 |  |  |  | Paid in tracking sheet but no payment record
 | 0346 | [NAME] | Avena | AIA (Insurer) | May | Failed shop, payable by Intage | MS went there and met the same group of agent that served her at Parkway so unable to walk in. Waited from 5pm to 530pm for 30mins to see whether there are other groups of agent taking over but was not successful. Unable to enter. |  |  | {ID CLOSED} | Paid - Bank Transfer | 30 | 2023-06-06 00:00:00 |  |  | Paid in tracking sheet but no payment record
 | 0353 | [NAME] | [NAME] | Prudential (Insurer) | May | [NAME] | 08/06 - MS declared medical condition (glaucoma) during his mysteery shop. MS received exclusion letter from PRU on 07/06 but is not willing to sign it as he is afraid that it will affect his purchase with other insurer and PRU in the future. Have checked with [NAME] and she confirmed on 08/06 that since he have upgraded his IP plan and DID NOT have gluacoma before he upgraded IP, he will still be covered for IP. However, this condition will stay in PRU's database as he declared it for this current mystery shop. Regardless whether he signs the exlcusion form or not, PRU already know his current condition. Other insurer's will not know so it wont affect him next time if he were to buy a plan from them. MS is not willing to sign the form. Have informed ILO about this case and will be able to count as close case. No inception. | No cancellation because no inception | 0 | {ID CLOSED} | Pending - Bank Transfer | 150 |  |  |  | Paid in tracking sheet but no payment record
 | 0363 | [NAME] | [NAME] | GE FA (LFA) | May | [NAME] | No inception because shield plan | 2023-05-30 00:00:00 |  |  | Pending - Bank Transfer | 150 | 2023-06-20 00:00:00 |  |  | Paid in tracking sheet but no payment record
 | 0376 | [NAME] | [NAME] | Prudential (Insurer) | Jun | [NAME] |  |  |  |  | Pending - Bank Transfer | 150 |  |  |  | Paid in tracking sheet but no payment record
 | 0380 | [NAME] | [NAME] | GE FA (LFA) | Jun | [NAME] | Pending policy document and inception |  |  |  | Pending - Bank Transfer | 150 |  |  |  | Paid in tracking sheet but no payment record
 | 0389 | [NAME] | [NAME] | Prudential (Insurer) | Jun | [NAME] | Pending policy cert and inception |  |  |  | Pending - Bank Transfer | 150 |  |  |  | Paid in tracking sheet but no payment record
 | 0005 | Charmaine Teo | [NAME] | Prudential (Insurer) | Feb | Failed shop, payable by Intage - Shincho | 1st visit - 23/02, unable to close during 1st visit because senior agent told her that they are all going out for lunch. Senior agent ([NAME]) passed her another agent's namecard ([NAME]). [NAME] did not serve her on the spot. She then texted [NAME] on 23/02 and 24/02 but there is no reply from him. Have updated CJ on 24/02 about this. |  |  | {ID CLOSED} | Paid - Bank Transfer | 30 | 2023-02-28 00:00:00 | 150 | 2023-04-04 00:00:00 | Paid but details don't match
 | 0012 | [NAME] | [NAME] | AXA (Kanzen) | Mar | [NAME] | M2 - 17/03, 1pm | 2023-03-28 00:00:00 |  | {ID CLOSED} | Paid - Bank Transfer | 150 | 2023-04-04 00:00:00 | 402.24 | 2023-04-04 00:00:00 | Paid but details don't match
 | 0020 | [NAME] | [NAME] | AXA (Kanzen) | Mar | Failed shop, payable by Intage - Kanzen |  |  |  | {ID CLOSED} | Paid - Bank Transfer | 30 | 2023-05-16 00:00:00 | 190.18 | 2023-05-02 00:00:00 | Paid but details don't match
 | 0022 | [NAME] | [NAME] | AXA (Kanzen) | Mar | Failed shop, payable by Intage - Kanzen |  |  |  | {ID CLOSED} | Paid - Bank Transfer | 30 | 2023-05-02 00:00:00 | 60 | 2023-05-02 00:00:00 | Paid but details don't match
 | 0026 | [NAME] | [NAME] | Prudential (Insurer) | Mar | [NAME] | Unable to close in 1st meeting because rep say that need to ask her mentor whether this plan is suitable for him and that she wants to give him time to consider. Hence, pending 2nd appt - 30/03, 7pm | 2023-04-05 00:00:00 |  | {ID CLOSED} | Paid - Bank Transfer | 180 | 2023-04-18 00:00:00 | 360 | 2023-04-18 00:00:00 | Paid but details don't match
 | 0028 | [NAME] | [NAME] | AXA (Kanzen) | Apr | [NAME] | M1 - 04/04, 6pm. M2 - 13/04, 1130am | 2023-05-02 00:00:00 |  | {ID CLOSED} | Paid - Bank Transfer | 150 | 2023-05-02 00:00:00 | 190.18 | 2023-05-02 00:00:00 | Paid but details don't match
 | 0030 | [NAME] | [NAME] | AXA (Kanzen) | Apr | Failed shop, payable by Intage. Agent [NAME] | No reply from agent after 1st meeting |  |  | {ID CLOSED} | Paid - Bank Transfer | 30 | 2023-05-23 00:00:00 | 60 | 2023-05-16 00:00:00 | Paid but details don't match
 | 0033 | [NAME] | [NAME] | Manulife FA (LFA) | Apr | [NAME] | M1 - 11/04, 230pm | 2023-05-03 00:00:00 |  | {ID CLOSED} | Paid - Bank Transfer | 200 | 2023-05-16 00:00:00 | 200 | 2023-05-09 00:00:00 | Paid but details don't match
 | 0034 | [NAME] | [NAME] | AIA (Insurer) | Apr | [NAME] | M1 - 05/04, 330pm | 2023-04-14 00:00:00 |  | {ID CLOSED} | Paid - Bank Transfer | 200 | 2023-04-18 00:00:00 | 200 | 2023-04-04 00:00:00 | Paid but details don't match
 | 0037 | [NAME] | [NAME] | PIAS (LFA) | Apr | [NAME] | M1 - 06/04, 3pm. [NAME], 3pm. M3 on the same day because agent forget to bring laptop so have to meet again on the same day at 6pm. Pending full documents and inception | 2023-05-06 00:00:00 |  | {ID CLOSED} | Paid - Bank Transfer | 180 | 2023-05-16 00:00:00 | 180 | 2023-05-09 00:00:00 | Paid but details don't match
 | 0038 | [NAME] | [NAME] | [NAME] (LFA) | Apr | Failed shop, payable by Intage | M1 - 10/04, 4pm. Agent told him to call hotline to request for another agent to serve him. |  |  | {ID CLOSED} | Paid - Bank Transfer | 30 | 2023-05-09 00:00:00 | 110 | 2023-05-09 00:00:00 | Paid but details don't match
 | 0041 | [NAME] | Avena | Manulife (Insurer) | May | [NAME] | 1st request - 05/04 but no response from cust service. Pending for Avena to put 2nd request - 19/04. Pending for shopper to call hotline directly - 28/04. Shopper called on - 03/05 (csio say will assign agent within 24hrs). Pending full docs and inception. Avena to check recording because agent saw shopper recording the session during m2 - able to use because shopper denied. Pending inception and full docs. | 2023-05-29 00:00:00 |  | {ID CLOSED} | Paid - Bank Transfer | 150 | 2023-06-06 00:00:00 | 150 | 2023-05-23 00:00:00 | Paid but details don't match
 | 0043 | [NAME] | Avena | Prudential (Insurer) | Apr | [NAME] | [NAME] is the same date as M1 because agent told her that she needs to add another clause in regarding her age and she wishes to pay for a 15 year plan. Pending full document. Education level was documented as above O Levels. Have to double check whether it is selected wrongly by MS or agent input on her own - pending for avena to check transcript. 30/05 - ILO remove this case as SC because MS used [NAME] and her actual education level is degree and above. | 2023-05-05 00:00:00 |  | {ID CLOSED} | Paid - Bank Transfer | 150 | 2023-05-09 00:00:00 | 180 | 2023-05-09 00:00:00 | Paid but details don't match
 | 0044 | [NAME] | Avena | AXA (Kanzen) | Apr | [NAME] | M1 - 10/04, 2pm. Pending full docs | 2023-04-21 00:00:00 |  | {ID CLOSED} | Paid - Bank Transfer | 200 | 2023-05-09 00:00:00 | 200 | 2023-05-02 00:00:00 | Paid but details don't match
 | 0045 | [NAME] | [NAME] | Income (Insurer) | Apr | [NAME] | M1 is the 1st call - 05/04. M2 - 17/04, 2pm. M3 - 19/04, 4pm to sign plan. Pending email document | 2023-04-26 00:00:00 |  | {ID CLOSED} | Paid - Bank Transfer | 200 | 2023-05-02 00:00:00 | 200 | 2023-04-18 00:00:00 | Paid but details don't match
 | 0046 | [NAME] | [NAME] | Singlife (Insurer) | Apr | [NAME] |  | 2023-05-08 00:00:00 |  | {ID CLOSED} | Paid - Bank Transfer | 200 | 2023-05-16 00:00:00 | 200 | 2023-05-09 00:00:00 | Paid but details don't match
 | 0055 | [NAME] | [NAME] | [NAME] (LFA) | May | [NAME] | M1 - 18/04, 830pm. 21/05 - MS just signed amendement form because he is not buying a plan that is high enough to meet his retirement target so have to countersign documents. Pending inception and full docs | 2023-05-26 00:00:00 |  | {ID CLOSED} | Paid - Bank Transfer | 200 | 2023-05-29 00:00:00 | 200 | 2023-05-23 00:00:00 | Paid but details don't match
 | 0057 | [NAME] | Avena | AIA (Insurer) | May | [NAME] | M1 - 25/04, 8pm. Pending namecard | 2023-05-03 00:00:00 |  | {ID CLOSED} | Paid - Bank Transfer | 200 | 2023-05-16 00:00:00 | 200 | 2023-05-09 00:00:00 | Paid but details don't match
 | 0058 | [NAME] | Avena | GE Life (Insurer) | May | [NAME] | 1st request - 17/04 but no response from cust service. 2nd request - 21/04. Received email from GE on 24/04, pending to assign agent to her. Pending full docs and inception. | 2023-06-01 00:00:00 |  | {ID CLOSED} | Paid - Bank Transfer | 150 | 2023-06-13 00:00:00 | 150 | 2023-06-06 00:00:00 | Paid but details don't match
 | 0061 | [NAME] | Avena | Prudential (Insurer) | Apr | [NAME] | M1 - 13/04, 1230pm. M2 - 19/04, 3pm. | 2023-04-28 00:00:00 |  | {ID CLOSED} | Paid - Bank Transfer | 200 | 2023-05-16 00:00:00 | 200 | 2023-05-09 00:00:00 | Paid but details don't match
 | 0064 | [NAME] | Avena | Income (Insurer) | May | [NAME] | Pending documents | 2023-05-17 00:00:00 |  | {ID CLOSED} | Paid - Bank Transfer | 150 | 2023-05-29 00:00:00 | 150 | 2023-05-23 00:00:00 | Paid but details don't match
 | 0066 | [NAME] | Avena | AXA (Kanzen) | Apr | [NAME] | going at 1230pm. M2 and M3 on the same day because agent's zoom have issues. Pending full documents and inception. Assigned transcript m4 to [NAME] | 2023-05-09 00:00:00 |  | {ID CLOSED} | Paid - Bank Transfer | 180 | 2023-05-23 00:00:00 | 183.77 | 2023-05-16 00:00:00 | Paid but details don't match
 | 0068 | [NAME] | Avena | Manulife FA (LFA) | May | [NAME] | 1st request - 17/04 but no response from cust service. 2nd request - 21/04 and received email on 26/04. 28/04 - agent requested some some basic info (IC/ Name/ Age/ Obj) via WA so that he can generate a quote for her. Only 1 meeting on 11/05 because rep sent her a link to get her to e-sign. Pending inception and full docs. | 2023-05-31 00:00:00 | yes | {ID CLOSED} | Paid - Bank Transfer | 150 | 2023-06-06 00:00:00 | 150 | 2023-05-23 00:00:00 | Paid but details don't match
 | 0069 | [NAME] | Avena | GE FA (LFA) | May | [NAME] | 1st request - 17/04 but no response from cust service. 2nd request - 21/04. Received email from GE on 25/04, pending to assign agent to her. | 2023-05-16 00:00:00 | yes | {ID CLOSED} | Paid - Bank Transfer | 150 | 2023-05-23 00:00:00 | 150 | 2023-05-16 00:00:00 | Paid but details don't match
 | 0070 | [NAME] | Avena | AIA (Insurer) | May | [NAME] | 1st request - 21/04 but no response from cust service. Pending to call hotline - 04/05 | 2023-05-16 00:00:00 | yes | {ID CLOSED} | Paid - Bank Transfer | 150 | 2023-05-23 00:00:00 | 150 | 2023-05-16 00:00:00 | Paid but details don't match
 | 0073 | [NAME] | [NAME] | Singlife FA (LFA) | Apr | [NAME] |  | 2023-04-28 00:00:00 |  | {ID CLOSED} | Paid - Bank Transfer | 150 | 2023-05-02 00:00:00 | 150 | 2023-04-18 00:00:00 | Paid but details don't match
 | 0074 | [NAME] | Avena | AXA (Kanzen) | May | [NAME] | Agent say they don’t have any endowment plan and they only allow annual (iWealth builder) and lump sum (pulsar) for the ILP plan. | 2023-05-23 00:00:00 | yes | {ID CLOSED} | Paid - Bank Transfer | 180 | 2023-05-29 00:00:00 | 180 | 2023-05-23 00:00:00 | Paid but details don't match
 | 0077 | Mabell Ong | Avena | GE FA (LFA) | Apr | [NAME] | M1 - 26/03, 3pm. | 2023-05-05 00:00:00 |  | {ID CLOSED} | Paid - Bank Transfer | 150 | 2023-05-23 00:00:00 | 150 | 2023-05-16 00:00:00 | Paid but details don't match
 | 0078 | Mabell Ong | Avena | Manulife FA (LFA) | May | [NAME] | Pending to call hotline - 27/04 | 2023-05-09 00:00:00 |  | {ID CLOSED} | Paid - Bank Transfer | 150 | 2023-05-23 00:00:00 | 150 | 2023-05-16 00:00:00 | Paid but details don't match
 | 0084 | [NAME] | [NAME] | Prudential (Insurer) | Apr | Failed shop, payable by Intage - Shincho |  |  |  | {ID CLOSED} | Paid - Bank Transfer | 30 | 2023-05-16 00:00:00 | 180 | 2023-05-02 00:00:00 | Paid but details don't match
 | 0088 | Jan Mak | Avena | Prudential (Insurer) | Apr | Failed shop, payable by Intage - Shincho | Unable to close on 1st visit because agent say need more time for the plan and told her to leave contact details down. Managed to get name and contact of the agent. |  |  | {ID CLOSED} | Paid - Bank Transfer | 30 | 2023-05-02 00:00:00 | 60 | 2023-05-02 00:00:00 | Paid but details don't match
 | 0095 | [NAME] | Avena | Prudential (Insurer) | May | Failed shop, payable by Intage - Shincho |  |  |  | {ID CLOSED} | Paid - Bank Transfer | 30 | 2023-05-23 00:00:00 | 30 | 2023-05-16 00:00:00 | Paid but details don't match
 | 0104 | [NAME] | [NAME] | Prudential (Insurer) | Apr | [NAME] |  | 2023-05-02 00:00:00 |  | {ID CLOSED} | Paid - Bank Transfer | 150 | 2023-05-09 00:00:00 | 180 | 2023-05-02 00:00:00 | Paid but details don't match
 | 0109 | [NAME] | [NAME] | AIA (Insurer) | May | [NAME] |  | 2023-05-24 00:00:00 |  | {ID CLOSED} | Paid - Bank Transfer | 180 | 2023-05-29 00:00:00 | 150 | 2023-05-23 00:00:00 | Paid but details don't match
 | 0113 | [NAME] | [NAME] | [NAME] (LFA) | May | Failed shop, payable by Intage. Agent [NAME] | Agent ghost MS after [NAME]. |  |  | {ID CLOSED} | Paid - Bank Transfer | 80 | 2023-06-06 00:00:00 | 110 | 2023-05-09 00:00:00 | Paid but details don't match
 | 0115 | Mabell Ong | Avena | AXA (Kanzen) | May | Failed shop, payable by Intage. Agent [NAME] | No reply from agent |  |  | {ID CLOSED} | Paid - Bank Transfer | 30 | 2023-05-16 00:00:00 | 180 | 2023-05-16 00:00:00 | Paid but details don't match | Think this is OK - ID75 and ID115
 | 0116 | [NAME] | [NAME] | AXA (Kanzen) | May | [NAME] | No full docs from portal |  |  | {ID CLOSED} | Paid - Bank Transfer | 200 | 2023-06-13 00:00:00 | 200 | 2023-06-06 00:00:00 | Paid but details don't match
 | 0117 | [NAME] | [NAME] | Prudential (Insurer) | Apr | Failed shop, payable by Intage - Shincho | 1st visit - 28/04, unable to close on the same meeting because agent was interrupted halfway by colleague and will need her help to finish smth up,managed to get namecard. When shopper texted and called on 02/05, there was no reply from the agent. To count this as failed shop. |  |  | {ID CLOSED} | Paid - Bank Transfer | 50 | 2023-06-13 00:00:00 | 80 | 2023-05-09 00:00:00 | Paid but details don't match
 | 0119 | Jan Mak | Avena | Prudential (Insurer) | Apr | Failed shop, payable by Intage - Shincho |  |  |  | {ID CLOSED} | Paid - Bank Transfer | 30 | 2023-05-09 00:00:00 | 60 | 2023-05-02 00:00:00 | Paid but details don't match
 | 0120 | Eve Teo | [NAME] | Prudential (Insurer) | May | [NAME] |  | 2023-05-17 00:00:00 |  | {ID CLOSED} | Paid - Bank Transfer | 150 | 2023-05-23 00:00:00 | 150 | 2023-05-16 00:00:00 | Paid but details don't match
 | 0123 | Danial | Avena | Prudential (Insurer) | May | Failed shop, payable by [NAME] |  |  |  | {ID CLOSED} | Paid - Bank Transfer | 30 | 2023-05-23 00:00:00 | 30 | 2023-05-16 00:00:00 | Paid but details don't match
 | 0126 | Mabell Ong | Avena | AXA (Kanzen) | May | [NAME] |  | 2023-05-23 00:00:00 |  | {ID CLOSED} | Paid - Bank Transfer | 150 | 2023-05-29 00:00:00 | 180 | 2023-05-16 00:00:00 | Paid but details don't match
 | 0128 | Pearline | [NAME] | AIA (Insurer) | May | [NAME] |  | 2023-05-23 00:00:00 | yes | {ID CLOSED} | Paid - Bank Transfer | 200 | 2023-06-06 00:00:00 | 200 | 2023-05-23 00:00:00 | Paid but details don't match
 | 0129 | [NAME] | Avena | AIA (Insurer) | May | [NAME] |  | 2023-05-23 00:00:00 |  | {ID CLOSED} | Paid - Bank Transfer | 150 | 2023-06-13 00:00:00 | 150 | 2023-06-06 00:00:00 | Paid but details don't match
 | 0142 | Akbar | [NAME] | Prudential (Insurer) | May | [NAME] | 18/05 - pending for cheryl to followup to check whether agent contact him. M2 - 25/05, 9am. Pending full docs and inception. | 2023-05-27 00:00:00 | yes | {ID CLOSED} | Paid - Bank Transfer | 150 | 2023-06-06 00:00:00 | 150 | 2023-05-23 00:00:00 | Paid but details don't match
 | 0148 | [NAME] | Bernice | AXA (Kanzen) | May | Dropout - Kanzen | went on 18/05 but no agent present at booth |  |  | {ID CLOSED} | Paid - Bank Transfer | 30 | 2023-05-29 00:00:00 | 30 | 2023-05-23 00:00:00 | Paid but details don't match
 | 0154 | Rahim | Bernice | Manulife FA (LFA) | May | [NAME] |  | 2023-05-29 00:00:00 | yes | {ID CLOSED} | Paid - Bank Transfer | 200 | 2023-06-13 00:00:00 | 200 | 2023-06-06 00:00:00 | Paid but details don't match
 | 0161 | [NAME] | [NAME] | AIA FA (LFA) | May | [NAME] | [NAME], 2pm. | 2023-05-25 00:00:00 | yes | {ID CLOSED} | Paid - Bank Transfer | 150 | 2023-06-06 00:00:00 | 150 | 2023-05-29 00:00:00 | Paid but details don't match
 | 0163 | Akbar | [NAME] | Income (Insurer) | May | [NAME] | m1 - 17/05, 4pm. M2 - 25/05, 11am | 2023-05-26 00:00:00 | yes | {ID CLOSED} | Paid - Bank Transfer | 200 | 2023-06-06 00:00:00 | 200 | 2023-05-29 00:00:00 | Paid but details don't match
 | 0168 | Luo Han | Gina | AIA (Insurer) | May | [NAME] | m1 - 24/05 6pm. Pending for agent to send brochure. 26/05 - AGENT SENT BROCHURE | 2023-06-01 00:00:00 | yes | {ID CLOSED} | Paid - Bank Transfer | 150 | 2023-06-06 00:00:00 | 150 | 2023-05-29 00:00:00 | Paid but details don't match
 | 0171 | Arina | Bernice | Manulife (insurer) | Jun | [NAME] | 19/05 - 1st online submission, Received email on 22/05 for agent to get back. 26/05 - no followup from hotline. 26/05 - submit 2nd online submission. 01/06 - pending for bernice to get MS to schedule on 02/06 | 2023-06-17 00:00:00 | yes | {ID CLOSED} | Pending - Bank Transfer | 150 |  | 150 | 2023-06-06 00:00:00 | Paid but details don't match
 | 0175 | Esther | Bernice | Prudential (Insurer) | May | Duplicated agent. Payable by Intage | m1 was a precall on 22/05. Ask to text agent 25/05 to schedule m2 |  |  | {ID CLOSED} | Pending - Bank Transfer | 30 |  | 150 | 2023-06-06 00:00:00 | Paid but details don't match
 | 0176 | Esther | Bernice | AXA (Kanzen) | May | Failed shop, payable by Intage - Kanzen | MS went down on 19/05, 430pm but nobody was in booth. Singpost lady said that agents have not been there for a long time already. To compensate for failed trip. |  |  | {ID CLOSED} | Paid - Bank Transfer | 30 | 2023-05-29 00:00:00 | 30 | 2023-05-23 00:00:00 | Paid but details don't match
 | 0215 | Minami | Avena | Prudential (Insurer) | May | [NAME] |  | MS wants to keep |  |  | Pending - Bank Transfer | 200 |  | 200 | 2023-06-13 00:00:00 | Paid but details don't match
 | 0219 | Minami | Avena | AIA (Insurer) | May | [NAME] |  | 2023-05-27 00:00:00 |  | {ID CLOSED} | Paid - Bank Transfer | 150 | 2023-06-13 00:00:00 | 150 | 2023-06-06 00:00:00 | Paid but details don't match
 | 0232 | [NAME] | [NAME] | AXA (Kanzen) | May | Failed shop, payable by Intage - Kanzen | MS went down on 16/05 but unable to locate booth. No booth present - 1150am/ 12pm |  |  | {ID CLOSED} | Paid - Bank Transfer | 80 | 2023-05-29 00:00:00 | 60 | 2023-05-16 00:00:00 | Paid but details don't match
 | 0242 | [NAME] | Gina | AIA (Insurer) | May | [NAME] | m1 - 19/05, 330pm. M2-27/05,1.15pm | 2023-05-27 00:00:00 | yes | {ID CLOSED} | Paid - Bank Transfer | 200 | 2023-06-06 00:00:00 | 200 | 2023-05-29 00:00:00 | Paid but details don't match
 | 0293 | [NAME] | Gina | PIAS (LFA) | May | [NAME] | m1 - 19/05 10.15am. M2- 26/05 10.15am. No inception will be done for this case because already receive signed app form. | 2023-05-30 00:00:00 | yes | {ID CLOSED} | Paid - Bank Transfer | 200 | 2023-06-06 00:00:00 | 200 | 2023-05-29 00:00:00 | Paid but details don't match
 | 0296 | [NAME] | Gina | Manulife (Insurer) | May | [NAME] | m1 and m2 done on the same day. Pending full docs and policy inception | 2023-05-29 00:00:00 | yes | {ID CLOSED} | Paid - Bank Transfer | 150 | 2023-06-06 00:00:00 | 150 | 2023-05-29 00:00:00 | Paid but details don't match
 | 0298 | [NAME] | Gina | AIA (Insurer) | May | [NAME] |  | 2023-05-31 00:00:00 | yes | {ID CLOSED} | Paid - Bank Transfer | 200 | 2023-06-06 00:00:00 | 200 | 2023-05-29 00:00:00 | Paid but details don't match
 | 0299 | [NAME] | [NAME] | Prudential (Insurer) | May | [NAME] | m1 - 25/5 3.30pm. M2 - 30/05, 330pm | 2023-06-12 00:00:00 | yes | {ID CLOSED} | Pending - Bank Transfer | 150 |  | 150 | 2023-06-13 00:00:00 | Paid but details don't match
 | 0302 | [NAME] | [NAME] | GE Life (Insurer) | Jun | [NAME] |  | 2023-06-13 00:00:00 | yes | {ID CLOSED} | Pending - Bank Transfer | 200 |  | 200 | 2023-06-13 00:00:00 | Paid but details don't match
 | 0307 | Mathew | Bernice | GE FA (LFA) | May | [NAME] | Pending cancellation | 2023-06-05 00:00:00 | yes | {ID CLOSED} | Paid - Bank Transfer | 150 | 2023-06-13 00:00:00 | 150 | 2023-06-06 00:00:00 | Paid but details don't match
 | 0325 | [NAME] | [NAME] | Manulife (Insurer) | May | [NAME] |  | 2023-05-27 00:00:00 |  |  | Pending - Bank Transfer | 150 | 2023-06-20 00:00:00 | 150 | 2023-06-13 00:00:00 | Paid but details don't match
 | 0327 | Delphine Goh | [NAME] | AIA (Insurer) | May | [NAME] |  | 2023-05-25 00:00:00 |  | {ID CLOSED} | Paid - Bank Transfer | 150 | 2023-05-29 00:00:00 | 150 | 2023-05-23 00:00:00 | Paid but details don't match
 | 0330 | [NAME] | [NAME] | GE Life (Insurer) | May | [NAME] | No full docs from portal. Got portal SS | 2023-06-08 00:00:00 |  | {ID CLOSED} | Paid - Bank Transfer | 150 | 2023-06-13 00:00:00 | 150 | 2023-06-06 00:00:00 | Paid but details don't match
 | 0331 | [NAME] | [NAME] | AIA (Insurer) | Jun | [NAME] | m1 and m2 on same day because MS left the booth and went back to purchase | 2023-06-06 00:00:00 |  |  | Pending - Bank Transfer | 150 | 2023-06-20 00:00:00 | 150 | 2023-06-13 00:00:00 | Paid but details don't match
 | 0337 | Penny Chew | Avena | AIA (Insurer) | May | [NAME] |  | MS wants to keep |  | {ID CLOSED} | Paid - Bank Transfer | 200 | 2023-06-13 00:00:00 | 200 | 2023-06-06 00:00:00 | Paid but details don't match
 | 0338 | [NAME] | Gina | Income (Insurer) | May | [NAME] |  | 2023-05-31 00:00:00 | yes | {ID CLOSED} | Paid - Bank Transfer | 200 | 2023-06-06 00:00:00 | 200 | 2023-05-29 00:00:00 | Paid but details don't match
 | 0349 | Esther | Bernice | Prudential (Insurer) | May | [NAME] | Pending full docs and inception | 2023-06-03 00:00:00 | yes | {ID CLOSED} | Paid - Bank Transfer | 150 | 2023-06-13 00:00:00 | 150 | 2023-06-06 00:00:00 | Paid but details don't match
 | 0357 | [NAME] | [NAME] | [NAME] (LFA) | Jun | [NAME] |  | 2023-06-12 00:00:00 |  |  | Pending - Bank Transfer | 150 | 2023-06-20 00:00:00 | 150 | 2023-06-13 00:00:00 | Paid but details don't match
 | 0359 | Delphine Goh | [NAME] | Income (Insurer) | Jun | [NAME] |  | 2023-06-08 00:00:00 | yes |  | Pending - Bank Transfer | 150 | 2023-06-20 00:00:00 | 150 | 2023-06-13 00:00:00 | Paid but details don't match
 | 0365 | [NAME] | [NAME] | GE Life (Insurer) | May | [NAME] |  | 2023-06-07 00:00:00 |  |  | Pending - Bank Transfer | 150 | 2023-06-20 00:00:00 | 150 | 2023-06-13 00:00:00 | Paid but details don't match
 | 0366 | [NAME] | Avena | GE Life (Insurer) | May | [NAME] | Pending inception and full docs | 2023-06-08 00:00:00 |  | {ID CLOSED} | Paid - Bank Transfer | 150 | 2023-06-13 00:00:00 | 150 | 2023-06-06 00:00:00 | Paid but details don't match
 | 0372 | Delphine Goh | [NAME] | GE Life (Insurer) | May | Failed shop, payable by Intage | No booth set up - 312pm/ 322pm |  |  | {ID CLOSED} | Paid - Bank Transfer | 30 | 2023-06-13 00:00:00 | 30 | 2023-06-06 00:00:00 | Paid but details don't match
 | 0375 | Delphine Goh | [NAME] | GE Life (Insurer) | Jun | [NAME] | Pending full docs and inception | 2023-06-14 00:00:00 |  |  | Pending - Bank Transfer | 150 |  | 30 | 2023-06-06 00:00:00 | Paid but details don't match
 | 0011 | [NAME] | [NAME] | AXA (Kanzen) | Mar | [NAME] | M2 - 22/03, 2pm | 2023-04-11 00:00:00 |  | {ID CLOSED} | Paid - Bank Transfer | 150 | 2023-05-16 00:00:00 | 150 | 2023-05-16 00:00:00 | Paid & Matched!
 | 0014 | [NAME] | [NAME] | AXA (Kanzen) | Apr | [NAME] | 1st call is M1. M2 - 17/03 (agent reschedule), change to 23/03 130pm. M3 - 31/03, 11am (MS got covid). Unable to sign app form because agent told him that she is only able to accept semi or annual premium because if the customer cancel, then she will have to pay a penalty to the company (01:36:00). Checked with Ilona whether able to count this as close case on 11/04 and yes able to accept. No policy was bought for this shop as ILP was the only plan introduced to him. Endowment plan is also only available from Sept onwards. | No cancellation |  | {ID CLOSED} | Paid - Bank Transfer | 150 | 2023-05-02 00:00:00 | 150 | 2023-05-02 00:00:00 | Paid & Matched!
 | 0015 | [NAME] | [NAME] | AXA (Kanzen) | Mar | [NAME] | M2 - 17/03, 12pm. Pending full document | 2023-03-30 00:00:00 |  | {ID CLOSED} | Paid - Bank Transfer | 180 | 2023-04-04 00:00:00 | 180 | 2023-04-04 00:00:00 | Paid & Matched!
 | 0017 | [NAME] | [NAME] | AXA (Kanzen) | Mar | [NAME] |  | 2023-03-29 00:00:00 |  | {ID CLOSED} | Paid - Bank Transfer | 150 | 2023-04-04 00:00:00 | 150 | 2023-04-04 00:00:00 | Paid & Matched!
 | 0018 | Charmaine Teo | [NAME] | Prudential (Insurer) | Mar | [NAME] |  | 2023-03-03 00:00:00 |  | {ID CLOSED} | Paid - Bank Transfer | 150 | 2023-04-04 00:00:00 | 150 | 2023-04-04 00:00:00 | Paid & Matched!
 | 0021 | [NAME] | [NAME] | AXA (Kanzen) | Mar | [NAME] | M2 - 29/03, 1215pm | 2023-04-10 00:00:00 |  | {ID CLOSED} | Paid - Bank Transfer | 150 | 2023-04-18 00:00:00 | 150 | 2023-04-18 00:00:00 | Paid & Matched!
 | 0023 | [NAME] | [NAME] | Prudential (Insurer) | Mar | [NAME] |  | 2023-03-28 00:00:00 |  | {ID CLOSED} | Paid - Bank Transfer | 150 | 2023-04-04 00:00:00 | 150 | 2023-04-04 00:00:00 | Paid & Matched!
 | 0024 | [NAME] ([NAME]) | [NAME] | AXA (Kanzen) | Mar | [NAME] | M2 - 27/03, 7pm | 2023-04-17 00:00:00 |  | {ID CLOSED} | Paid - Bank Transfer | 150 | 2023-04-18 00:00:00 | 150 | 2023-04-18 00:00:00 | Paid & Matched!
 | 0025 | [NAME] | [NAME] | AXA (Kanzen) | Apr | [NAME] | M1 - 31/03, 130pm. M2 - 12/04, 130pm | 2023-04-25 00:00:00 |  | {ID CLOSED} | Paid - Bank Transfer | 150 | 2023-05-02 00:00:00 | 150 | 2023-05-02 00:00:00 | Paid & Matched!
 | 0029 | [NAME] | [NAME] | Prudential (Insurer) | Apr | Failed shop, payable by Intage - Shincho | As of 05/04, there was no reply from agent. Updated PACS on 06/04 that we will count this as a close shop because there is no reply from agent. |  |  | {ID CLOSED} | Paid - Bank Transfer | 30 | 2023-05-02 00:00:00 | 30 | 2023-05-02 00:00:00 | Paid & Matched!
 | 0035 | [NAME] | [NAME] | AXA (Kanzen) | Apr | [NAME] | M2 - 11/04, 6pm. Pending full docs | 2023-04-24 00:00:00 |  | {ID CLOSED} | Paid - Bank Transfer | 150 | 2023-05-02 00:00:00 | 150 | 2023-05-02 00:00:00 | Paid & Matched!
 | 0036 | [NAME] | [NAME] | Prudential (Insurer) | Apr | Failed shop, payable by Intage - Shincho | M1 - unable to close because agent say that this whole process will take about 2-3hrs and his usual practice is to meet twice so that he can understand customer better on the 1st visit then recommend them products on the 2nd visit. M2 - 11/04, 3pm - no reply from agent when shopper texted to ask where is the meetup location. Updated PACS on 10/04, and will count as failed shop because agent ghosted shopper. |  |  | {ID CLOSED} | Paid - Bank Transfer | 30 | 2023-04-18 00:00:00 | 30 | 2023-04-18 00:00:00 | Paid & Matched!
 | 0039 | [NAME] | Avena | GE Life (Insurer) | Apr | [NAME] | According to MS, agent already know her education so did not ask her for her education and log as o levels, hence no supervisor call back. To send out for transcription to check - pending for avena to check transcript | 2023-05-02 00:00:00 |  | {ID CLOSED} | Paid - Bank Transfer | 200 | 2023-05-09 00:00:00 | 200 | 2023-05-09 00:00:00 | Paid & Matched!
 | 0040 | [NAME] | Avena | AIA (Insurer) | Apr | [NAME] | Education level was documented as above O Levels. Have to double check whether it is selected wrongly by MS or agent input on her own - pending for avena to check transcript | 2023-04-29 00:00:00 |  | {ID CLOSED} | Paid - Bank Transfer | 150 | 2023-05-09 00:00:00 | 150 | 2023-05-09 00:00:00 | Paid & Matched!
 | 0042 | [NAME] | Avena | Income (Insurer) | Apr | Failed Shop, MS Fault | Pending full documents and supervisor callback. M2 recording got cut off. |  |  | {ID CLOSED} | Paid - Bank Transfer | 80 | 2023-05-09 00:00:00 | 80 | 2023-05-09 00:00:00 | Paid & Matched!
 | 0047 | [NAME] | [NAME] | Income (Insurer) | Apr | [NAME] | M1 - 07/04, 2pm | 2023-04-16 00:00:00 |  | {ID CLOSED} | Paid - Bank Transfer | 200 | 2023-04-18 00:00:00 | 200 | 2023-04-18 00:00:00 | Paid & Matched!
 | 0054 | Delphine Goh | [NAME] | Prudential (Insurer) | Apr | [NAME] | Unable to close on 1st visit because there was some issues with the system so unable to proceed. As MS risk is low to medium, agent's leader told her that she is able to put an indication there to show MS is aware of the risk and proceed but the system doesnt allow. Hence, have to meet for the 2nd time for agent to recommend her another product that suits her risk. M2 - 12/04, 1230pm | 2023-04-25 00:00:00 |  | {ID CLOSED} | Paid - Bank Transfer | 150 | 2023-04-18 00:00:00 | 150 | 2023-04-18 00:00:00 | Paid & Matched!
 | 0062 | [NAME] | Avena | AIA (Insurer) | May | [NAME] | M1 - 25/04, 2pm. | 2023-05-05 00:00:00 |  | {ID CLOSED} | Paid - Bank Transfer | 200 | 2023-05-16 00:00:00 | 200 | 2023-05-16 00:00:00 | Paid & Matched!
 | 0067 | [NAME] | Avena | Prudential (Insurer) | Apr | [NAME] | 0 |  | yes | {ID CLOSED} | Paid - Bank Transfer | 150 | 2023-05-16 00:00:00 | 150 | 2023-05-16 00:00:00 | Paid & Matched!
 | 0071 | [NAME] | Avena | Income (Insurer) | Apr | [NAME] | M1 is a call - 19/04. M2 - 27/04, 10am | 2023-04-27 00:00:00 | yes | {ID CLOSED} | Paid - Bank Transfer | 150 | 2023-05-02 00:00:00 | 150 | 2023-05-02 00:00:00 | Paid & Matched!
 | 0072 | Mabell Ong | Avena | Prudential (Insurer) | Apr | [NAME] | No application form. Took portal screenshot | 2023-04-22 00:00:00 |  | {ID CLOSED} | Paid - Bank Transfer | 150 | 2023-05-02 00:00:00 | 150 | 2023-05-02 00:00:00 | Paid & Matched!
 | 0076 | Mabell Ong | Avena | AIA (Insurer) | Apr | [NAME] | M1 - 26/04, 1pm. M2 - 28/04, f2f | 2023-04-28 00:00:00 |  | {ID CLOSED} | Paid - Bank Transfer | 150 | 2023-05-09 00:00:00 | 150 | 2023-05-09 00:00:00 | Paid & Matched!
 | 0079 | Mabell Ong | Avena | Income (Insurer) | Apr | [NAME] |  | 2023-04-24 00:00:00 |  | {ID CLOSED} | Paid - Bank Transfer | 150 | 2023-05-02 00:00:00 | 150 | 2023-05-02 00:00:00 | Paid & Matched!
 | 0080 | Min (Miner) | Avena | Prudential (Insurer) | Apr | [NAME] |  | 2023-04-27 00:00:00 |  | {ID CLOSED} | Paid - Bank Transfer | 200 | 2023-05-16 00:00:00 | 200 | 2023-05-16 00:00:00 | Paid & Matched!
 | 0085 | [NAME] | [NAME] | Prudential (Insurer) | Apr | [NAME] |  | 2023-05-09 00:00:00 |  | {ID CLOSED} | Paid - Bank Transfer | 180 | 2023-05-16 00:00:00 | 180 | 2023-05-16 00:00:00 | Paid & Matched!
 | 0086 | [NAME] | [NAME] | Income (Insurer) | Apr | [NAME] |  | 2023-04-17 00:00:00 |  | {ID CLOSED} | Paid - Bank Transfer | 200 | 2023-04-18 00:00:00 | 200 | 2023-04-18 00:00:00 | Paid & Matched!
 | 0087 | [NAME] | [NAME] | GE FA (LFA) | Apr | [NAME] | Pending full document | 2023-04-25 00:00:00 |  | {ID CLOSED} | Paid - Bank Transfer | 200 | 2023-05-02 00:00:00 | 200 | 2023-05-02 00:00:00 | Paid & Matched!
 | 0103 | [NAME] | [NAME] | Income (Insurer) | May | [NAME] | M1 - 20/04, 11AM. Pending full docs and inception. Sup will call either on 14/05 or 15/05. | 2023-05-21 00:00:00 |  | {ID CLOSED} | Paid - Bank Transfer | 200 | 2023-05-23 00:00:00 | 200 | 2023-05-23 00:00:00 | Paid & Matched!
 | 0105 | [NAME] | [NAME] | Prudential (Insurer) | Apr | [NAME] | 2nd meeting is the resign some documents because agent made mistake for the question regarding years to retirement. Put 14 years instead of 15 years. | 2023-05-03 00:00:00 |  | {ID CLOSED} | Paid - Bank Transfer | 150 | 2023-05-16 00:00:00 | 150 | 2023-05-16 00:00:00 | Paid & Matched!
 | 0107 | [NAME] | [NAME] | GE Life (Insurer) | Apr | [NAME] | MS forget to record supervisor callback | 2023-04-26 00:00:00 |  | {ID CLOSED} | Paid - Bank Transfer | 200 | 2023-05-02 00:00:00 | 200 | 2023-05-02 00:00:00 | Paid & Matched!
 | 0108 | [NAME] | [NAME] | Manulife (Insurer) | May | [NAME] |  | 2023-05-10 00:00:00 |  | {ID CLOSED} | Paid - Bank Transfer | 150 | 2023-05-16 00:00:00 | 150 | 2023-05-16 00:00:00 | Paid & Matched!
 | 0110 | [NAME] | [NAME] | GE FA (LFA) | Apr | [NAME] |  | 2023-05-04 00:00:00 |  | {ID CLOSED} | Paid - Bank Transfer | 150 | 2023-05-16 00:00:00 | 150 | 2023-05-16 00:00:00 | Paid & Matched!
 | 0112 | [NAME] | [NAME] | Prudential (Insurer) | May | Oversample, payable by Intage |  |  |  | {ID CLOSED} | Paid - Bank Transfer | 150 | 2023-05-16 00:00:00 | 150 | 2023-05-16 00:00:00 | Paid & Matched!
 | 0114 | [NAME] | [NAME] | AXA (Kanzen) | Mar | [NAME] | 1 recording because 1st meeting was cut off but was a short one so met agent for 2nd time to get him to re-explain everything to MS. | 2023-05-06 00:00:00 |  | {ID CLOSED} | Paid - Bank Transfer | 150 | 2023-05-16 00:00:00 | 150 | 2023-05-16 00:00:00 | Paid & Matched!
 | 0118 | [NAME] | [NAME] | AIA (Insurer) | May | [NAME] |  | 2023-05-08 00:00:00 |  | {ID CLOSED} | Paid - Bank Transfer | 200 | 2023-05-23 00:00:00 | 200 | 2023-05-23 00:00:00 | Paid & Matched!
 | 0121 | [NAME] | [NAME] | GE FA (LFA) | May | [NAME] |  | 2023-05-16 00:00:00 |  | {ID CLOSED} | Paid - Bank Transfer | 200 | 2023-05-23 00:00:00 | 200 | 2023-05-23 00:00:00 | Paid & Matched!
 | 0127 | [NAME] | [NAME] | Prudential (Insurer) | Apr | [NAME] |  | 2023-05-10 00:00:00 |  | {ID CLOSED} | Paid - Bank Transfer | 200 | 2023-05-16 00:00:00 | 200 | 2023-05-16 00:00:00 | Paid & Matched!
 | 0157 | [NAME] | [NAME] | Prudential (Insurer) | May | [NAME] | 17/05 - agent sent MS brochure. | 2023-05-24 00:00:00 | yes | {ID CLOSED} | Paid - Bank Transfer | 150 | 2023-06-06 00:00:00 | 150 | 2023-06-06 00:00:00 | Paid & Matched!
 | 0316 | [NAME] | [NAME] | Prudential (Insurer) | Apr | [NAME] |  | MS wants to keep |  | {ID CLOSED} | Paid - Bank Transfer | 200 | 2023-05-23 00:00:00 | 200 | 2023-05-23 00:00:00 | Paid & Matched!
 | 0355 | Delphine Goh | [NAME] | GE FA (LFA) | May | Failed shop, payable by Intage | No booth set up - 225pm/ 330pm |  |  | {ID CLOSED} | Paid - Bank Transfer | 30 | 2023-06-06 00:00:00 | 30 | 2023-06-06 00:00:00 | Paid & Matched!
 | 0362 | [NAME] | [NAME] | Income (Insurer) | May | [NAME] |  | 2023-05-29 00:00:00 |  | {ID CLOSED} | Paid - Bank Transfer | 150 | 2023-06-06 00:00:00 | 150 | 2023-06-06 00:00:00 | Paid & Matched!
 | 0367 | [NAME] | [NAME] | Income (Insurer) | May | [NAME] |  | 2023-05-29 00:00:00 |  | {ID CLOSED} | Paid - Bank Transfer | 150 | 2023-06-06 00:00:00 | 150 | 2023-06-06 00:00:00 | Paid & Matched!
 | 0368 | Charmaine Teo | [NAME] | AIA (Insurer) | May | [NAME] |  | 2023-05-30 00:00:00 |  | {ID CLOSED} | Paid - Bank Transfer | 150 | 2023-06-06 00:00:00 | 150 | 2023-06-06 00:00:00 | Paid & Matched!
 | 0010 | [NAME] | [NAME] | AXA (Kanzen) | Apr | Failed shop, payable by Intage. Agent [NAME] | M3 - 24/03, 3pm. M4 - 04/04, 3pm. Failed shop because agent kept rescheduling meeting and MS do not want to proceed anymore. |  |  | {ID CLOSED} |  |  |  |  |  | [Computed] TO PAY
 | 0059 | [NAME] | Avena | Manulife FA (LFA) | May | [NAME] | 1st request - 17/04 but no response from cust service. 2nd request - 21/04. Pending to call hotline - 04/05. Pending incpetion and full docs | 2023-06-01 00:00:00 | pending ms checklist |  |  |  |  |  |  | [Computed] TO PAY
 | 0060 | [NAME] | Avena | Singlife (Insurer) | May | [NAME] | [NAME], 2pm. M2 - 30/04, 1030am f2f and pending namecard, did not close the shop because agent say that she is in a rush and is going overseas. Pending 3rd meeting  -16/05. Pending full docs and inception | 2023-05-23 00:00:00 | pending chat export |  |  |  |  |  |  | [Computed] TO PAY
 | 0089 | [NAME] (Gad) | Avena | Prudential (Insurer) | Apr | Failed shop, payable by Intage - Shincho | Cannot close on 1st visit, agent did not want to give namecard as well. No followup from agent as of 25/04. |  |  | {ID CLOSED} |  |  |  |  |  | [Computed] TO PAY
 | 0099 | Jan Mak | Avena | GE FA (LFA) | Jun | [NAME] | Pending full docs and inception | 2023-06-11 00:00:00 |  |  |  |  |  |  |  | [Computed] TO PAY
 | 0100 | Jan Mak | Avena | Manulife FA (LFA) | Jun | [NAME] | Pending inception and full docs | 2023-06-21 00:00:00 |  |  |  |  |  |  |  | [Computed] TO PAY
 | 0102 | Jan Mak | Avena | AXA (Kanzen) | Jun | [NAME] | pending inception and full docs | 2023-06-21 00:00:00 |  |  |  |  |  |  |  | [Computed] TO PAY
 | 0130 | [NAME] | Avena | AXA (Kanzen) | May | [NAME] | Pending inception and full docs | 2023-06-21 00:00:00 |  |  | Pending - Bank Transfer |  |  |  |  | [Computed] TO PAY
 | 0147 | [NAME] | Bernice | Prudential (Insurer) | May | [NAME] |  | 2023-05-23 00:00:00 | yes | {ID CLOSED} | Pending - Bank Transfer |  |  |  |  | [Computed] TO PAY
 | 0152 | Rahim | Bernice | Prudential (Insurer) | May | [NAME] |  | 2023-05-29 00:00:00 | yes | {ID CLOSED} |  |  |  |  |  | [Computed] TO PAY
 | 0155 | Rahim | Bernice | GE FA (LFA) | Jun | [NAME] | Pending full docs and inception | 2023-06-12 00:00:00 | yes | {ID CLOSED} |  |  |  |  |  | [Computed] TO PAY
 | 0165 | Luo Han | Gina | AXA (Kanzen) | Jun | [NAME] | precall - 25/05, 615pm. | 2023-06-18 00:00:00 | yes | {ID CLOSED} |  |  |  |  |  | [Computed] TO PAY
 | 0178 | Esther | Bernice | GE Life (Insurer) | Jun | [NAME] |  | 2023-06-14 00:00:00 | yes | {ID CLOSED} |  |  |  |  |  | [Computed] TO PAY
 | 0186 | Jasmine | [NAME] | AXA (Kanzen) | Jun | [NAME] | 1st visit - 20/05, 1pm. M2 - 26/5 8pm - never meet because agent is down with covid. 26/05 - pending to reschedule to next week | 2023-06-22 00:00:00 | yes | {ID CLOSED} |  |  |  |  |  | [Computed] TO PAY
 | 0187 | Jasmine | [NAME] | Manulife (Insurer) | May | [NAME] | m1 - 20/05, 230pm. [NAME], 7pm. Pending inception and full docs | 2023-06-05 00:00:00 | no - pending whatsapp export and ms checklist | {ID CLOSED} |  |  |  |  |  | [Computed] TO PAY
 | 0188 | Jasmine | [NAME] | GE FA (LFA) | May | [NAME] | Pending inception and full docs | 2023-06-06 00:00:00 | No - pending whatsapp export, ms checklist and cancellation | {ID CLOSED} |  |  |  |  |  | [Computed] TO PAY
 | 0189 | Jasmine | [NAME] | AIA (Insurer) | May | [NAME] |  | 2023-05-22 00:00:00 | No - pending whatsapp export and ms checklist | {ID CLOSED} |  |  |  |  |  | [Computed] TO PAY
 | 0190 | [NAME] | [NAME] | Prudential (Insurer) | May | [NAME] |  | 2023-06-21 00:00:00 | yes | {ID CLOSED} |  |  |  |  |  | [Computed] TO PAY
 | 0192 | [NAME] | [NAME] | Manulife FA (LFA) | May | Failed shop, payable by Intage | MS did not take picture and handler did not check |  |  | {ID CLOSED} |  |  |  |  |  | [Computed] TO PAY
 | 0193 | [NAME] | [NAME] | GE FA (LFA) | Jun | [NAME] |  | 2023-06-13 00:00:00 | yes | {ID CLOSED} |  |  |  |  |  | [Computed] TO PAY
 | 0230 | [NAME] | Avena | GE Life (Insurer) | May | [NAME] | Pending inception and full docs | 2023-06-23 00:00:00 |  |  |  |  |  |  |  | [Computed] TO PAY
 | 0251 | [NAME] | Avena | Manulife (Insurer) | May | [NAME] | went down to roadshow and agent told her to go back and consider. Pending to make 2nd appointment. | 2023-06-21 00:00:00 |  |  |  |  |  |  |  | [Computed] TO PAY
 | 0300 | [NAME] | [NAME] | AXA (Kanzen) | Jun | [NAME] | m1 - 31/05 1pm | 2023-06-21 00:00:00 | no - pending ms checklist |  |  |  |  |  |  | [Computed] TO PAY
 | 0303 | [NAME] | [NAME] | AIA (Insurer) | Jun | Assigned |  | 2023-06-16 00:00:00 | yes |  |  |  |  |  |  | [Computed] TO PAY
 | 0308 | Mathew | Bernice | AIA (Insurer) | Jun | [NAME] | 19/05 - pending for bernice to put online request. M1 - 30/05 12pm | 2023-06-09 00:00:00 | yes | {ID CLOSED} |  |  |  |  |  | [Computed] TO PAY
 | 0322 | [NAME] | [NAME] | Income (Insurer) | May | Failed Shop, MS Fault | m1 23/05 9pm. Plan was incepted when [NAME] receive the SMS on 26/05. 1st SMS is to inform that policy was incepted. | 2023-05-29 00:00:00 | 06/06 - pending ms checklist | {ID CLOSED} |  |  |  |  |  | [Computed] TO PAY
 | 0335 | [NAME] | [NAME] | GE FA (LFA) | May | Failed shop, payable by Intage | MS went down from 4pm to 410pm but no booth was there |  |  | {ID CLOSED} |  |  |  |  |  | [Computed] TO PAY
 | 0336 | [NAME] | Gina | GE FA (LFA) | Jun | [NAME] | 29/05 - Pending for agent to get back by end this week | 2023-06-15 00:00:00 | yes | {ID CLOSED} |  |  |  |  |  | [Computed] TO PAY
 | 0342 | [NAME] | Bernice | GE FA (LFA) | Jun | [NAME] |  | 2023-06-14 00:00:00 | yes | {ID CLOSED} |  |  |  |  |  | [Computed] TO PAY
 | 0350 | [NAME] Annie | Avena | GE FA (LFA) | May | [NAME] | Pending inception and full docs | 2023-06-15 00:00:00 |  |  |  |  |  |  |  | [Computed] TO PAY