Policy Tracker

First Time Setup

One-time setup for this device/browser.

RA / Display Name (Required)

Security Passcode (4 digit)

Branch Name (Required)

Branch Code / Sol ID (Required)

Employees

Add employees (SP name + code). Emp Code auto-fills when selecting employee.

Policy Format Generator + Business Tracker

Date (Auto Daily) AUTO

Auto: Today date

Policy No (Manual)

Emp Name (Select) Emp Code (Auto)

Sol ID FIXED

Branch name FIXED

Premium (Manual) PPT

Note: Ye sirf Save Data me store hoga, Generate Output me nahi.

WPC (Manual) WPC AMLI (Manual)

Note: Ye sirf Save Data me store hoga, Generate Output me nahi.

Plan (Manual)

Payment Mode

RA ID FIXED

RA Name FIXED

Generated Output

Policies (Current Month)

Live Total Premium (Current Month)

Live Total WPC (Current Month)

Live Total AMLI WPC (Current Month)

Hidden (Passcode required to view)

Month Filter

Select a month to view its totals and entries. If no month is selected, all entries will be displayed.

Saved Entries

Data aapke phone/browser me local storage me save hota hai.

Date	Policy No	Emp Name	Premium	PPT	WPC	AMLI WPC	Plan	Payment	Remove

Policy Format Generator + Business Tracker

Date (Auto Daily) AUTO

Auto: Today date

Policy No (Manual)

Emp Name (Select) Emp Code (Auto)

Sol ID FIXED

Branch name FIXED

Premium (Manual) PPT

Note: Ye sirf Save Data me store hoga, Generate Output me nahi.

WPC (Manual) WPC AMLI (Manual)

Note: Ye sirf Save Data me store hoga, Generate Output me nahi.

Plan (Manual)

Payment Mode

RA ID FIXED

RA Name FIXED

Generated Output

Policies (Current Month)

Live Total Premium (Current Month)

Live Total WPC (Current Month)

Live Total AMLI WPC (Current Month)

Hidden (Passcode required to view)

Month Filter

Select a month to view its totals and entries. If no month is selected, all entries will be displayed.

Saved Entries

Data aapke phone/browser me local storage me save hota hai.

Date	Policy No	Emp Name	Premium	PPT	WPC	AMLI WPC	Plan	Payment	Remove

Employees

Policy Generator + Business Tracker

Policy Format Generator + Business Tracker

Policy Generator + Business Tracker

Policy Format Generator + Business Tracker

Employees

Policy Generator + Business Tracker

Policy Format Generator + Business Tracker

Policy Generator + Business Tracker

Policy Format Generator + Business Tracker Setup

Policy Format Generator + Business Tracker