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Certified to sellGold tier· valid until 31 Dec 2026
Term Life · Personal Accident · Endowment · Whole Life · +2 more
Good afternoon
Who are we helping today, Sokha?
Enter Mobile + NID — we'll pull the customer record from CBS / Core Banking and check the LMS for existing leads before creating a new one.
Data flow — single source of truth
1
CBS Lookup
Mobile + NID
2
LMS Dedup
No duplicate leads
3
NID OCR
Auto-fill on miss
4
RM Inputs
3–4 insurance fields
Pipeline data flows from LMS · no duplicate entry · audit-logged
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