My Customers
18 active relationships · Phnom Penh — Central Branch
My Customers
42
Active relationships
In Progress
8
Across all stages
Pending Underwriting
4
1 SLA breach
Policies Issued (MTD)
13
Target 25
0 filters active18/18
Quick:
| Customer | Contact | Occupation | Type | Stage | Status | Action |
|---|---|---|---|---|---|---|
SM Sophea Meas 123•••••••012 | +855 12 345 678 Phnom Penh, Chamkarmon District | SME Owner — Retail $1,200 / month | NSTP Sathapana acct. | Pending Underwriting | Pending Underwriting SLA breach — 48h since submission | View |
KV Kosal Vong 456•••••••789 | +855 17 555 422 Siem Reap, Svay Dangkum | Construction Contractor $2,400 / month | STP Sathapana acct. | Policy Issued | Approved — Ready to Issue UW approved 2h ago | View |
DP Dara Pich 789•••••••456 | +855 92 110 884 Phnom Penh, Toul Kork | Salaried — Logistics $850 / month | STP External bank | KYC & Onboarding | KYC In Progress Walk-in today 09:42 | View |
LO Lyhour Ouk 210•••••••778 | +855 78 992 110 Battambang, Svay Pao | Farm Owner $1,800 / month | NSTP Sathapana acct. | Needs Analysis | Needs Analysis Visit booked Wed 15:00 | View |
CS Channary Sok 320•••••••211 | +855 96 332 014 Phnom Penh, Daun Penh | Teacher $700 / month | STP Sathapana acct. | Quote & Illustration | Quote Review Compared 2 products | View |
RS Ratha Sin 881•••••••043 | +855 11 442 008 Kampong Cham, Veal Vong | Hotel Manager $1,500 / month | STP External bank | Application & Proposal | Awaiting Signature Proposal printed for sign-off | View |
VT Vibol Tep 552•••••••109 | +855 70 221 309 Phnom Penh, Sen Sok | Tuk-tuk Fleet Owner $1,100 / month | STP Sathapana acct. | KYC & Onboarding | KYC In Progress ID pending re-scan | View |
SM Sreyleak Mao 907•••••••330 | +855 81 774 220 Phnom Penh, Mean Chey | Garment Supervisor $620 / month | STP External bank | KYC & Onboarding | KYC In Progress Address proof uploaded | View |
BC Bopha Chea 443•••••••881 | +855 17 884 552 Kandal, Ta Khmau | Pharmacy Owner $1,950 / month | NSTP Sathapana acct. | Needs Analysis | Needs Analysis Family of 4 — protection focus | View |
PK Panha Keo 118•••••••742 | +855 95 220 117 Sihanoukville, Commune 3 | Logistics Manager $1,350 / month | STP External bank | Needs Analysis | Needs Analysis Interested in savings plan | View |
ML Makara Lim 660•••••••554 | +855 12 660 119 Phnom Penh, BKK 1 | Software Engineer $2,200 / month | STP Sathapana acct. | Quote & Illustration | Quote Review Awaiting illustration sign-off | View |
RH Rina Heng 335•••••••216 | +855 16 558 003 Phnom Penh, Russey Keo | Bank Teller $780 / month | STP Sathapana acct. | Quote & Illustration | Quote Review Comparing 3 options | View |
SP Sokunthea Prak 228•••••••671 | +855 92 664 118 Siem Reap, Slor Kram | Tour Operator $1,650 / month | NSTP External bank | Application & Proposal | Awaiting Signature Health declaration pending | View |
BN Borey Noun 771•••••••995 | +855 11 882 446 Phnom Penh, Chbar Ampov | Civil Engineer $2,800 / month | NSTP Sathapana acct. | Application & Proposal | Awaiting Signature Spouse rider being added | View |
TR Thida Ros 884•••••••303 | +855 78 442 099 Battambang, Rattanak | Restaurant Owner $1,800 / month | NSTP Sathapana acct. | Pending Underwriting | Pending Underwriting Submitted 18h ago | View |
ST Samnang Touch 554•••••••118 | +855 96 110 884 Kampot, Krong Kampot | Farm Owner $1,400 / month | NSTP External bank | Pending Underwriting | Pending Underwriting Medical review in progress | View |
CP Chenda Pen 228•••••••556 | +855 12 998 220 Phnom Penh, Toul Tom Poung | Boutique Owner $2,100 / month | STP Sathapana acct. | Policy Issued | Policy Active Issued 3 days ago | View |
RE Rotha Em 667•••••••224 | +855 17 446 220 Phnom Penh, 7 Makara | Dentist $3,200 / month | STP External bank | Policy Issued | Policy Active Issued last week | View |