Agency Licensing Portal

Agency Licensing Portal

FUNCTIONALITY

Agent RegistrationPortal

Designated Person

(Ins. Co.)

Service Provider-----------------------1.Care-Site2.Tech Support

Ins. Co.(Development

Officer)

I I I

EXAM

IRDA

Agent TrainingInstitute Agents

IRDAONLINE.ORG

Agents Licensing

• 41 Insurance companies issue licences & ID Cards • Over 4 million agent network• Insurers accepting new agents

IRDAONLINE.ORG

IRDAONLINE.ORG

Agents Licensing

•Agent Management• view license of different categories• search licenses • print licenses

• Simplified user-friendly Interface• Introduction DAR in VC form• Renewal interface based on DOE and DAR• Creation and renewal of corporate licenses• Care Site operations to Individual & Corporate agents

Agents Licensing

• Certificate Renewal and Certificate Transfer• Range Allocation

• Allocated new DP ranges to insurance companies, which have used all previously allocated ranges.

• Allocated DP Ranges to New insurance companies

• Modification in Agent Licences• Provided approval by IRDA for Data

correction flow

IRDAONLINE.ORG

Agents Licensing•Agents transfer from one insurance company to another

• Provided approval in transferor DP• Audit Trail

• Provided trail for Data Correction / Clarification

• Version Control• Security

IRDAONLINE.ORG

• DESIGNATED PERSON• IRDA• TECHNICAL SUPPORT

IRDA LOGINS

• DP LOGIN

Registration

Form VA• This form is used to register an agent into our portal. The details entered are :

•Agents Personal Information• Educational Details• Test Details• Training Details

• Security :• Duplicate entries checked against following fields :

• Name• Father’s Name• Date of Birth• Test Candidate Number

Registration

Composite• Register an agent as a composite agent

Validations :• Licenses should belong to other practice

Security :• Duplicate entries checked against following fields :

• Agent’s Name• Father’s Name• Date of Birth• Test Candidate Number

Registration

Renewal• License can be renewed before six months of expiry

Validations :• License should belong to same DP and Insurer• License should not be cancelled• In case of composite license, NOC is required• If license is expired, only corporate DP can renew it

Registration

Form A-1• To register corporate agent The details entered are :

• Agents Personal Information• CIE Details

Validations :• Only corporate DP can issue

Security :• Duplicate entries checked against following fields :

• Company/Firm Name

RegistrationForm A-2• Issue certificates under an existing corporate license. The details entered are :

• Agents Personal Information• Educational Details• Test Details• Training Details

• Security :• Duplicate entries checked against following fields :

• Test Candidate Number

Registration

Agent Transfer •Transfer agents from one insurer to the other under same business

Validations :

• only licenses that are registered from this site.• Both Individual and Non-individual agent licenses• Between Insurers who belong to the same business. • Approval from DP/Insurer required for transfer

Registration

Certificate Renewal Certificate can be renewed before six months of expiry

Certificate transferTransfer certificates from one corporate

agent to the other under same business.

CareSite Common

Request ID Status

View status of requests placed by DPs for following activities

• Data Correction• Date of Expiry Fix• License/Certificate Cancellation• Recall Cancellation • Clarification• Escalation

CareSite License / Certificate

Data Correction (License/Certificate)• DPs can place data correction request• Change Name, Fathers Name, Address, DOB, Phone No

Cancellation (License/Certificate)• DPs can place cancellation request

Recall Cancellation • DPs can place recall cancellation request

Caresite

DOE Fix

• DPs can place DOE Fix requests

Clarification• DPs can place clarification, if they have any queries

Escalation Bug

• DPs can place escalation bug, if they find any bug on the site

Repository

Daily Activities

• It shows activities carried out by a DP on daily basis

Hall of Fame

• It shows Top 10 DP's who have registered maximumnumber of agents

• It can be filtered based on given date

Repository

Quick Print • DP can take print out of license and ID card using quick print option issued by him

Print Certificates • DP can take print out of Certificates pertaining to a given corporate license

Repository

Smart Query •This interface allows you to view the number of New, Renewed, Composite and Cancelled licenses done by all DPs, and further drill down from it to actually view a detailed list of licenses

• Filtering criteria’s available are :• Issue From and Issue To date• State • District• Town• Region• Gender• Educational Qualification• Agent Type (Individual / Non-Individual)

Profile

Change Password

• DP can change the password

Demographics

• DP can change personal details of the user

Scratch Pad

• DP can put and save some information in a scratch pad and can view it later

• Agent Management

• DP Ledger

• License Quick View

Common Functions

• IRDA LOGIN

CareSite Common

Request ID Status

DPs requests – activity status• Data Correction• Date of Expiry Fix• License/Certificate Cancellation• Recall Cancellation • Clarification• Escalation

Correction/Cancellation / Recall / Termination Approval

Data Correction Approval (License)• Shows list of data correction requests by DPs• IRDA can approve these requestsCancellation Approval (License/Certificate)• Shows list of license cancellation requests• IRDA can approve or reject• IRDA can cancel with or without refundRecall Cancellation Approval• Shows list of license recall cancellation requests• IRDA can approve or rejectTermination Approval• Shows list of license termination requests by Corporate DP• IRDA can approve or reject termination requestsTerminate License• IRDA can terminate individual/corporate license

Web Wallet - Check / Set Balance

• IRDA can set Notify and Safety balance and based on which web wallet indicator will be shown

• Green color - enough balance • issue/renew/print license.

• Yellow color - balance is near minimum level.• It is time to notify Insurer to deposit.

• Red color - Insurer Balance is below minimum level

• DPs can not issue/renew/print license.

Receipts

Receipt Entry • Details of Receipts can be entered• For ex: Receipt date, Amount, Bank Name etc.

Receipt Outlook • Receipts entered by different insurers will be shown• Insurer-wise and date-wise filter

Reversal Debit / Credit

• Based on DPs request, IRDA can Debit or Credit Amount from Insurers web wallet

Insurer / DP Ledger

Insurer Ledger

• Activities/transactions carried out by all the DPs • under a given insurer • for a given time period

• Report - summary/detail/brief

DP Ledger

• Activities/transactions carried out by all the DPs • under a given insurer • for a given time period

• Report - summary/detail/brief

Withdraw Composite

Withdraw Composite License• DP Request

• IRDA can withdraw 1st or 2nd part

Relax Print Fee• IRDA can waive print fee for any license• DP’s can print license free of cost only once

Repository

Agent Management

• List of licenses - categories based on insurer• New Licenses• Renewed Licenses• Composite Licenses• Cancelled Licenses

• Filtering criteria’s available are• License Number• Agent Name• Issue From and Issue To date• State• District• Insurer• Agent Type (Individual / Non-Individual)

Repository

Hall of Fame • Top 10 DP's - registered maximum number of agents

DD Number Query• based on DD Number and Bank

Quick Print • print agent license and ID card

Print Certificates • print Certificates pertaining to a given corporate license

Repository

Smart Query

• View Licenses• New, Renewed, Composite and Cancelled• Drill down to view details

• Filtering criteria’s available • Issue From and Issue To date• State / District / Town• Region• Gender• Educational Qualification• Insurer Name• Insurance Type (Life / General)• Agent Type (Individual / Non-Individual)

License Quick View

Quick View

• View details of a given license• General Info• Agent Info• Business Info• Training Info• Test Info

State / District Masters

States • Provision to update

• name and region or view the details

Districts

• Provision to update • name or view the details

Move Districts

• IRDA can move any district from one state to the other

Insurance / Range Masters

Insurers • List of all the insurers• Search based on state and district• Insurer can be disabled or enabled• Provision to add new insurer in Life or General category

Range Allocation

• Range of DP codes allocated to all the insurers• Provision for addition• Max cap 999

DP / Fee Masters

Designated Person• List of all the DPs• Search based on state or district or Insurer or DP code• DP can be disabled or enabled• Provision to add new DP

Fee Master• Maintenance for different types of fees

Void Email Domains• Add or delete free email domains

Communication

Compose Email • Compose an email to one or all the DPs / Insurers• Provision to attach a file to it

Alert Management• Flash an alert message to DPs

• while generating a new license or on home page

• Different templates provided to change the look of an alert message

• TECHSUPPORT LOGIN

CareSite Data

Activity Types

•Login Requests•Process Difficulties•Change Requests•Status Requests•Procedure Explanations•Clarifications•Cancellation Requests•DOE fixes•Recall•Escalations

Data Correction / Cancellation / Recall

Data Correction • Shows list of license data correction approved by IRDA

Cancellation • Shows list of license cancellation approved by IRDA

Recall Cancellation• Shows list of license recall cancellation approved by IRDA

Caresite

DOE Fix

• Tech Support can view list of DOE Fix requests • After checking, DOE can be approved

Update Tables

• On special request from DPs, Tech Support can update details like State, District details

Clarification

•Tech support can view list of clarification requests•After checking,tech support can clarify the request

Caresite

Escalation

• Tech Support can view list of escalation requests • After checking, tech support can fix the bug

Login requests

• On special request from DPs, Tech Support can enable/reset the login password

Process difficulty

• Tech support can explain the methods to DPs if they find any process difficulties like unable to print,unable to place requests etc

Caresite

Change Requests

• On request from DPs,Tech support can update agents details like address,district,state etc.

Status requests

• On special request from DPs, Tech Support can give the details of agents like test details,training details,transfer details etc

Procedure Explanations

• On request from DPs,Tech support can explain the procedure how to renew licences,transfer licences etc

• Request ID Status• Reversal Debit / Credit• Insurer / DP Ledger• License Quick View• Masters

• States• Districts• Move Districts• Void Email Domains

• Communication• Compose Email• Alert Management

Common Functions

QUESTIONS ?

THANK YOU