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Today People Awards GM / UM team

People

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NamePhone / WhatsAppEmailPerson typeStageNext follow-upOccupationRelationship / sourceNotes

Optional fact-find

Record useful details as you learn them. Every field is optional.

Identity & age

IC (optional)

Date of birth (confirm or enter manually)

Age: DOB not recorded

Approximate age (if DOB unknown)

IC suggests a date; confirm the correct century. You may correct the DOB. An approximate age does not create a birth date.

Personal & household

Preferred languageMarital statusPartner name / nicknameLiving arrangementNumber of financial dependantsChildren, parents or others supportedNumber of siblingsBirth order / family background

Work & life changes

Employment statusEmployer / businessIndustryYears in current workLife changes / plansJob search, career change or work concerns

Needs & protection

Financial prioritiesExisting insurance / takaful / employer benefitsConcerns, protection gaps or unanswered questionsLast protection review

Preferences & findings

Use neutral, practical observations. Keep what the person said separate from your own observations.

Preferred contact channelBest time to contactDecision preferenceInformation preferenceWhat the person said: priorities, mindset or concernsAdvisor observations: character / communication / support needsObservation dateAgreed next step / information still needed

Relevant family members

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People

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Optional fact-find

Family member