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But he could not visit branch to manage his policy amidst his BUSY SCHEDULE Thankfully, Mr. Mahesh can NOW manage His insurance policy at his fingertips.

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Presentation on theme: "But he could not visit branch to manage his policy amidst his BUSY SCHEDULE Thankfully, Mr. Mahesh can NOW manage His insurance policy at his fingertips."— Presentation transcript:

1 But he could not visit branch to manage his policy amidst his BUSY SCHEDULE Thankfully, Mr. Mahesh can NOW manage His insurance policy at his fingertips by login on to You can also experience the Easy & Convenience of online services with us Skip IntroNext Now Bajaj Allianz provides you SERVICES ONLINE Click Next Mr. Mahesh has a life policy with Bajaj Allianz

2 Customer portal helps you to: Back View payment Get IT Certificate Fund Switch Address Change Fund Apportionment Frequency Change Partial Withdrawal Profile Update Change Password Chang O-pin Fund Details Make Payment Return Calculator FAQs Do Not Disturb Policy Servicing Form NAV Details Online Payment Proposal Tracker Feed back/Contact Us Trouble In Login Forgot Password Customer portal FAQ New Registration Login Section Non-logged Section To See demo click on related section & to view complete demo of webpage click on NEXT

3 Login to Bajaj Allianz website & click on customer services Customer Service Back

4 Click on customer login Customer login Back

5 To login fill the user Name and Password And click on login. You can also see the demo for other services by clicking on related link Login New registration Forgot Password Trouble In Login Customer Portal FAQ Feedback / Contact Us Make Payment Online NAV Details Proposal Tracker Policy Servicing Form FAQ s Return Calculator Do Not Disturb Back mahesh12345 ********

6 After login you can check all your policy details. To know more, click on related option Add PolicyPolicy details Back Premium Payment Service RequestMy ProfileFund DetailsMy Policies

7 In case you have forgot your password you can generate new password from here You will have to enter your user ID First 4 characters of new password and re-enter same password. Then click on Get Password. The remaining 4 characters will be provided through an auto Generated on the registered id. This password is for one first time login on the customer portal. You would need to change the password as per your choice. Back mahesh12345 **** ****

8 With the help of “Trouble log in” you can solve your login related problems. In case you have forgotten your Password or your User ID has been disabled or expired. User Id / Password is incorrect. Please try again. Entering wrong password again will disable the User Id. Password is case specific. You have exceeded the Maximum number of Login Attempts. Your User Id is disabled. User Id is disabled. Please contact our Customer Care Centre.

9 On customer portal FAQ you can get solutions for all your Online related queries.

10 Through this option, you can send all your queries/views directly to the company. Type your Name, ID, Policy No, Mobile No and give brief details of your views/ queries in the field mentioned And click submit. MAHESH

11 Through the NAV details option you can check the past and present NAV of the funds for the time period you require.

12 Select Option- Customer Type your application number Receipt number Policy holders Date of Birth And click Submit By using Proposal Tracker, A new policy applicant can know The status of policy application. ABC jan-1970

13 All the important forms to making changes in the policy can be downloaded using this link. You can take a print out of the form and submit it to the nearest branch after filling all necessary details.

14 Return calculator will help you to know the history of the past returns. Given by the particular fund. Select Fund Name, Duration for which you want to know the return, And click Return Calculator 01-jan jan-2010

15 All your life policies can be added under a single user id. To add another policy Type your user ID Policy Number Premium Amount Policy holders Date Of Birth And click Submit

16 To check your fund details click on option See My Fund Details See My Fund details Back Premium Payment Service RequestMy ProfileFund DetailsMy Policies

17 Here you can see all your funds details Back Premium Payment Service RequestMy ProfileFund DetailsMy Policies

18 After login you can check all your policy details. To know more, click on related option Add PolicyPolicy details Back IT Certificate View Payment Make Payment Premium Payment Service RequestMy ProfileFund DetailsMy Policies

19 Under this option, changes to your User Name, contact numbers and ID can be done. Type your updated details And click Submit Back

20 This option can be used reset your password Type your User ID Type your old password New password which you want to replace Confirm the same and click update. ****** ****** ******

21 O-pin can be reset using the change o-pin option. Enter your User ID your current o-pin Enter new o-pin Confirm the same. ****** ****** ******

22 Request for delete rider By using this option you can put the request for deleting the Riders available in your policy.

23 After login you can check all your policy details. To know more, click on related option Add PolicyPolicy details Back Change O-pin Update Profile Change Password Premium Payment Service RequestMy ProfileFund DetailsMy Policies

24 Here you can get your fund details. Also a print out of your Account Statement and Account Summary is possible using this option. Back Premium Payment Service RequestMy ProfileFund DetailsMy Policies

25 Back Address can be updated/changed using this option. Kalpataru Colony Maharashtra India Amravati Sadashiv peth Maharashtra India Pune Enter your policy number, Your current address Changed/New address And submit

26 Premium frequency change option is the option to change the number Of premium (Frequency) paid in one year. Enter your policy number, o-pin, And show details

27 By using this option you can check the previous application status made by you Enter date range of which you want to check previous request Request ID which you got at the time of registering request, Policy number, And search

28 To cancel partial withdrawal, Select your policy number and search, If there would be any pending request of withdrawal in your policy, you can cancel it from here.

29 From here you can change the amount of premium payable Select policy number O-pin, And submit

30 SMS related services for your fund can be subscribed using this option.

31 After login you can check all your policy details. To know more, click on related option Add PolicyPolicy details Back Address Change Fund Switch Apportionment Cancel Partial Withdrawal Partial Withdrawal Premium frequency Change View Previous Request Request For Premium Reduction Request For Sum Assured Increase Request For Delete Rider Fund Update SMS Premium Payment Service RequestMy ProfileFund DetailsMy Policies

32 Fund Apportionment can be executed using this option. Select policy number, Type your o-pin in blank field Click submit Back Submit

33 Fund Apportionment is the “proportion of Investment of premium in different (funds you have selected for investment in your policy ) funds” Back

34 You can get IT certificate by Entering your policy number And the duration for which you want certificate Than click on get IT certificate Get IT certificate

35 After getting IT certificate download PDF file option will appear click on open option you will get certificate Back

36 mahesh By using online payment option you can pay your premium online. After filling all necessary details Click on “Proceed for Payment” Proceed for payment Back

37 Select the option Credit Card or Net banking Credit Card Net Banking Back

38 Select the card option available with you Click on “Proceed for Payment” Proceed for payment Back

39 Fill the require details as per the given instruction Click on make payment Back

40 Select your banks name from the following list Click on Proceed For Payment Proceed for payment

41 Back IT Certificate View Payment Make Payment Add PolicyPolicy details To view your payment details Click on premium payment Click on View Payment Premium Payment Service RequestMy ProfileFund DetailsMy Policies

42 Enter your policy number Mode of payment And duration Then click on view payment View payment Back

43 Here you can check all the details of payment made by you You can take a print out of it for your personal records

44 To make online registration Type your policy number Premium amount Your Date of Birth Click on validate Validate Back

45 No Yes Check all your fill details If it is correct click on YES If the enter details is wrong- Select option NO and enter correct information Back

46 After clicking YES you will have to fill following details Enter all necessary details, Click on Submit Ones you submit all the details your online registration will be done Submit Back Mahesh **** **** wfrnw

47 Request for Sum Assured Increase BBy using this option you can put the request to increase the Sum Assured of your policy

48 To get IT certificate Select policy number Select duration Than click on get IT certificate Get IT certificate

49 After getting IT certificate download PDF file option will appear click on open option you will get certificate Back

50 mahesh By using online payment option you can pay your premium online. After filling all necessary details Click on “Proceed for Payment” Proceed for payment Back

51 Select the option Credit Card or Net banking Credit Card Net Banking Back

52 Select the card option available with you Click on “Proceed for Payment” Proceed for payment Back

53 Fill all the require details as per the given instruction Click on make payment Back

54 Select your banks name from the following list Click on Proceed For Payment Proceed for payment

55 Back IT Certificate View Payment Make Payment Add PolicyPolicy details To view your payment details Click on premium payment Click on View Payment Premium Payment Service RequestMy ProfileFund DetailsMy Policies

56 Enter your policy number Mode of payment And duration Then click on view payment View payment Back

57 Here you can check all the details of payment made by you You can take a print out of it for your personal records

58 Do Not Disturb BBy using this option you can stop the calls or SMS update (If any activated on your phone) for any services related to your policy.

59 To make online registration Type your policy number Premium amount Your Date of Birth Click on validate Validate Back

60 No Yes Check all your fill details If it is correct click on YES If the enter details is wrong- Select option NO and enter correct information Back

61 Back After clicking YES you will have to fill following details Enter all necessary details, Click on Submit Ones you submit all the details your online registration will be done Submit Mahesh **** **** wfrnw

62 FAQs BBy using this option you can solve all your queries related to your policy. Back

63 Fund Apportionment can be executed using this option. To make Fund Apportionment Select policy number, type your o-pin in blank field Click submit Submit 12345

64 Fund Apportionment is the “proportion of Investment of premium in different (funds you have selected for investment in your policy ) funds” Back

65 In case you have forgot your password you can generate new password from here You will have to enter your user ID First 4 characters of new password and re-enter same password. Then click on Get Password. The remaining 4 characters will be provided through an auto Generated on the registered id. This password is for one first time login on the customer portal. You would need to change the password as per your choice. mahesh12345 **** ****

66 With the help of “Trouble log in” you can solve your login related problems. IIn case you have forgotten your Password or your User ID has been disabled or expired. UUser Id / Password is incorrect. Please try again. EEntering wrong password again will disable the User Id. Password is case specific. YYou have exceeded the Maximum number of Login Attempts. Your User Id is disabled. UUser Id is disabled. Please contact our Customer Care Centre.

67 On customer portal FAQ you can get solutions for your all questions related to online process.

68 Through this option, you can send all your queries/views directly to the company. Type your Name, ID, Policy No, Mobile No and give brief details of your views/ queries in the field mentioned And click submit. MAHESH

69 In NAV details option you can check the previous & present NAV of the Funds between the time period you want.

70 Select Option- Customer Type your application number Receipt number Policy holders Date of Birth And click Submit By using Proposal Tracker, A new policy applicant can know The status of policy application. ABC jan-1970

71 From here you can download all the important forms to make any application just click on the related link & take the print out of the form, submit it to your nearest branch after filling all necessary details.

72 Return calculator will help you to know the history of the past returns. Given by the particular fund. Select Fund Name, Duration for which you want to know the return, And click Return Calculator 01/01/ /01/2010

73 After login you can check all your policy details. To know more, click on related option Add PolicyPolicy details Back Premium Payment Service RequestMy ProfileFund DetailsMy Policies

74 Back Premium Payment Service RequestMy ProfileFund DetailsMy Policies Under this option, changes to your User Name, contact numbers and ID can be done. Type your updated details And click Submit

75 Back Premium Payment Service RequestMy ProfileFund DetailsMy Policies This option can be used reset your password Type your User ID Type your old password New password which you want to replace Confirm the same and click update. ****** ****** ******

76 Back Premium Payment Service RequestMy ProfileFund DetailsMy Policies O-pin can be reset using the change o-pin option. Enter your User ID your current o-pin Enter new o-pin Confirm the same. ****** ****** ******

77 Here you can get your funds details & can take print out of your Account Statement & Account Summary to maintain your personal record. Back Premium Payment Service RequestMy ProfileFund DetailsMy Policies

78 Back Here you can switch your fund value from one fund to another for that you need to enter your relevant policy number, Enter o-pin And click on submit Submit

79 After clicking on submit button following screen will appear Select the fund name and amount, which you want to switch Then select the fund to which you want to switch and proportion of investment in that fund. Click on submit If you want to enter new fund name you can add the fund name by clicking on Create New Fund. Back Submit Create New Fund

80 Back Once you click submit Notice window for Service Request Confirmation will appear. Click OK and your request will be confirmed. abcd56789

81 Back Premium Payment Service RequestMy ProfileFund DetailsMy Policies Kalpataru Colony Maharashtra India Amravati Sadashiv peth Maharashtra India Pune Address can be updated/changed using this option. Enter your policy number, Your current address Changed/New address And submit

82 Back Premium frequency change option is the option to change the number Of premium (Frequency) paid in one year select the policy number Enter the O-Pin number And click on submit

83 mahesh By using online payment option you can pay your premium online. After filling all necessary details Click on “Proceed for Payment” Proceed for payment Back

84 Select the option Credit Card or Net banking Credit Card Net Banking Back

85 Select the card option available with you Click on “Proceed for Payment” Proceed for payment Back

86 Fill all the require details as per the given instruction Click on make payment Back

87 Select your banks name from the following list Click on Proceed For Payment Proceed for payment

88 Back You can now request for partial withdrawal of your funds, online. select the policy number Enter the O-Pin number And click on submit submit

89 Enter the fund name and partial withdrawal amount; click on ‘OK’. Back Ok

90 Mahesh Sadashiv peth pune maharashtra Once you click OK address confirmation window will appear Confirm the address for communication and Submit the request. Back Submit

91 ABCD56789 Once you click Submit Service request number for partial withdrawal will be generated. Note down the number for further reference Click OK Back Ok

92 Back Here you can switch your fund value from one fund to another for that you need to enter your relevant policy number, o-pin And click on submit Submit

93 After clicking on submit button following screen will appear Select the fund name and amount, which you want to switch Then select the fund to which you want to switch and proportion of investment in that fund. Click on submit If you want to enter new fund name you can add the fund name by clicking on Create New Fund. Back Submit Create New Fund

94 Back Once you click submit Notice window for Service Request Confirmation will appear. Click OK and your request will be confirmed. ABCD56789

95 Back You can now request for partial withdrawal of your funds, online. select the policy number Enter the O-Pin number And click on submit submit

96 Enter the fund name and partial withdrawal amount; click on ‘OK’. Back Ok

97 Mahesh Sadashiv Peth Pune Maharashtra Once you click OK address confirmation window will appear Confirm the address for communication and Submit the request. Back Submit

98 Once you click Submit Service request number for partial withdrawal will be generated. Note down the number for further reference Click OK Back Ok ABCD56789

99 FAQs BBy using this option you can solve all your queries related to your policy. Back

100 Do Not Disturb BBy using this option you can stop the calls or SMS update (If any activated on your phone) for any services related to your policy.


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