Agency Licensing Portal

FUNCTIONALITY

Agent Registration Portal Designated Person (Ins. Co.) Service Provider Care-Site 2.Tech Support Ins. Co. (Development Officer) I I I EXAM IRDA Agent Training Institute Agents IRDAONLINE.ORG

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

Registration Form 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 transfer Transfer 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 maximum number 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 requests Cancellation Approval (License/Certificate) Shows list of license cancellation requests IRDA can approve or reject IRDA can cancel with or without refund Recall Cancellation Approval Shows list of license recall cancellation requests IRDA can approve or reject Termination Approval Shows list of license termination requests by Corporate DP IRDA can approve or reject termination requests Terminate 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 1 st or 2 nd 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 Domains Add or delete free domains

Communication Compose Compose an 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 Domains Communication Compose Alert Management Common Functions

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