Here is what I took from your meeting with Tan Wei Han. I have organised it into the panel on the right: the topics raised, the actions you promised, and who to bring in.
Edit anything there directly, or ask me about him.
What is his biggest protection gap right now?
Thought process
His family is the exposed point. He holds only an employer medical card, has a three-month-old daughter, and no dependant cover or education plan. Separately, the business stops if he is out for a few months, an uncovered key-man risk.
Here is the rough shape of the gap against a basic needs estimate.
Protection gap, Tan Wei Han
Update his record with what we discussed today.
Here is a draft update to Tan Wei Han's record from today's meeting. Edit anything, then apply it.
Update client recordAI draft
Drafted from your conversation. Edit anything, then apply it to Tan Wei Han's record.
Active clientSME ownerProtection
Record updated