@include('../reachassuree_agent/master/comman/header')

@if ($data['title'] == "Office Report")

Export PDF Download Report Export PDF Download Report Export PDF Download Report

@foreach ($data['data']['client_management'] as $key => $value)

@endforeach

@php $general_policy_count = 0; $general_total_sum_assured = 0; $general_annual_premium = 0; @endphp @foreach ($data['data']['general_insurace'] as $key => $value) @php $general_policy_count += count($data['data']['general_insurace'][$key]['data']); $general_total_sum_assured += $data['data']['general_insurace'][$key]['total_sum_assured']; $general_annual_premium += $data['data']['general_insurace'][$key]['annual_premium']; @endphp @endforeach

General Insurance \|:\| Period: {{ $data['previous_date'] }} To {{ $data['current_date'] }}
Segment	Count	Sum Assured	Annual Premium
{{ $key }}	{{ count($data['data']['general_insurace'][$key]['data']) }}	{{ number_format($data['data']['general_insurace'][$key]['total_sum_assured'], 2) }}	{{ number_format($data['data']['general_insurace'][$key]['annual_premium'], 2) }}
Total	{{ $general_policy_count }}	{{ number_format($general_total_sum_assured, 2) }}	{{ number_format($general_annual_premium, 2) }}

@php $life_policy_count = 0; $life_total_sum_assured = 0; $life_annual_premium = 0; @endphp @foreach ($data['data']['life_insurace'] as $key => $value) @php $life_policy_count += count($data['data']['life_insurace'][$key]['data']); $life_total_sum_assured += $data['data']['life_insurace'][$key]['total_sum_assured']; $life_annual_premium += $data['data']['life_insurace'][$key]['annual_premium']; @endphp @endforeach

Life Insurance
Plan No.+ Plan Name	Count	Sum Assured	Annual Premium
{{ $key }}	{{ count($data['data']['life_insurace'][$key]['data']) }}	{{ number_format($data['data']['life_insurace'][$key]['total_sum_assured'], 2) }}	{{ number_format($data['data']['life_insurace'][$key]['annual_premium'], 2) }}
Total	{{ $life_policy_count }}	{{ number_format($life_total_sum_assured, 2) }}	{{ number_format($life_annual_premium, 2) }}

@php $investment_policy_count = 0; $investment_total_sum_assured = 0; $investment_total_mature_value = 0; @endphp @foreach ($data['data']['investment'] as $key => $value) @php $investment_policy_count += count($data['data']['investment'][$key]['data']); $investment_total_sum_assured += $data['data']['investment'][$key]['total_invested_amount']; $investment_total_mature_value += $data['data']['investment'][$key]['total_mature_value']; @endphp @endforeach

Investment \|:\| Period: {{ $data['previous_date'] }} To {{ $data['current_date'] }}
Investement	Count	Invested Amount	Mature Amount
{{ $key }}	{{ count($data['data']['investment'][$key]['data']) }}	{{ number_format($data['data']['investment'][$key]['total_invested_amount'], 2) }}	{{ number_format($data['data']['investment'][$key]['total_mature_value'], 2) }}
Total	{{ $investment_policy_count }}	{{ number_format($investment_total_sum_assured, 2) }}	{{ number_format($investment_total_mature_value, 2) }}

@foreach ($data['data']['client_documents'] as $key => $value) @endforeach

Document
Docs. Name	Count	Docs.Type
{{ $key }}	{{ count($data['data']['client_documents'][$key]['data']) }}	{{ $data['data']['client_documents'][$key]['document_type'] }}

@foreach ($data['data']['general_claim'] as $category) @foreach ($category as $claim) @if (is_array($claim)) @endif @endforeach @endforeach

General Insurance Claim
Particulars	Count	Amount
{{ $category['title'] }}
{{ $claim['title'] }}	{{ $claim['count'] }}	{{ $claim['amount'] }}

@foreach ($data['data']['life_claim'] as $category) @endforeach

Life Insurance Claim
Particulars	Count	Amount
{{ $category['title'] }}	{{ $category['count'] }}	{{ $category['amount'] }}

@csrf

Select Client Type

Select Report Type*

This value is required.

Select Family Group*

This value is required.

Select Family*

This value is required.

Select Family Member*

This value is required.

Select Date Type

This value is required.

Start Date*

End Date*

@csrf

Select Client Type

Select Report Type

{{--

This value is required.

--}}

Select Family Group*

This value is required.

Select Family*

This value is required.

Select Family Member*

This value is required.

Select Date Type

Start Date*

End Date*

Client Report

Action	Id	Group	Full Name	Relation	Gender	DOB	Anniversary	Mobile No.	Whatsapp No.	Email	Client Status	Marriage Status	Business	City	Area	Address	Address 2	Join With Us	Pan No.	Aadhar No.	Gst No.	Reference	Created By	Created date	Modified By	Modified date

@csrf

General Insurance

Transaction Date	Group	Policy Holder Name	Mobile No.	Whatsapp No.	Type	Broker	Agency	Sub Agent	Insurance Company	Risk From	Risk To	TP Due Date	Division	Bank	Segment	Vehicle No.	Vehicle Name	Sum Assured	Basic Premium	TPA Premium	Tax Amt.	Total Amt.	Net Comm.Amt.	Mode	Current Policy No.	Previous Policy No.	Paid By Client	Client Paid Amt.	Paid By Agent	Agent Paid Amt.	Remark	Email>	Document No.	Created By	Created date	Modified By	Modified date

@csrf

LIFE INSURANCE POLICY

Transaction Date	Group	Policy Holder	Mobile No.	Whatsapp No.	Insurance Company	Policy Number	Mode	Insurance Plan	Risk Term	Premium Term	Risk from	Maturity Date	Risk To	Sum Assured	Accidental Risk Amt.	Basic Amt.	Tax Amt.	Total Amt.	Broker	Agency	Sub Agent	Remark.	Document Number	Paid By Client	Client Paid Amt.	Paid By Agent	Agent Paid Amt.	Created By	Created on	Modified By	Modified On

@csrf

INVESTMENT

Transaction Date	Document Number	Group	Invest Holder	Investment To	Investment Type	Invest To Party Name	Inv. Docs Num.	Inv. Docs Dt.	Pmt. Start Dt.	Pmt. Due Dt.	Term	Inv. Amt.	Mature Dt.	Mature Val.	Int. Rate%	Nominee	Remark.	Paid By Client	Client Paid Amt.	Paid By Agent	Agent Paid Amt.	Created By	Created on	Modified By	Modified On

@csrf

DOCUMENTS

Id	Family Group	Full Name	Document Type	Document Name	Document	Document Number	Due Date	Remark	Created By	Modified By

@csrf

Claim

Id	Policy Number	Policy Holder Name	Insurance Comp. Name	Transaction Date	Intimation Date	Claim Type	Mobile Number	Patient Name	Admission Date	Hospitalise Reason	Hospital Name	Status	Claim Amt	Claim Received	Claim Diff Amt	Hospital Contact No.	Direct Company Name	TPA Company Name	Intimated To

@csrf

Coming Soon...!

Numerous types of reports are available here for export in PDF, Excel, and other formats, as well as for printing.
Agents can select multiple departments, companies, brokers, sub-agents, columns, and time intervals to obtain periodic reports.

@csrf

Select Client Type

Select Family Group*

This value is required.

Select Family*

This value is required.

Select Family Member*

This value is required.

Select Date Type

Start Date*

End Date*

Client Register Report

Action	Status	Id	Group	Full Name	Relation	Gender	DOB	Anniversary	Mobile No.	Whatsapp No.	Email	Client Status	Marriage Status	Business	City	Area	Address	Address 2	Join With Us	Pan No.	Aadhar No.	Gst No.	Reference	Created By	Created date	Modified By	Modified date

@csrf

@endif

{{ $key . ' : ' . $value }}

Client Report

General Insurance

LIFE INSURANCE POLICY

INVESTMENT

DOCUMENTS

Claim

Coming Soon...!

Client Register Report