1. Data Entry

2. Agent Details
Insured Personal Details
Proposer Personal Details
eIA Details
Proposer Address Details
LA Address Details
Nominee Details
Age Proof Details
Insurance Plan Detail
Rider/Insurance Plan Extension Details
Bank Details
Mandate Details
LA Minor Details
Life style Of Insured
Medical Details Of Minor (If Applicable) & Life Assured
Advisor Report

3. Agent Details
Not Required (Only to be entered if available on the Form).
Select the quote number to be selected
Not Required (Only to be entered if available on the Form)
Not Required (Only to be entered if available on the Form)
Not Required (Only to be entered if available on the Form)
Not Required (Only to be entered if available on the Form).
Not Required (Only to be entered if available on the Form).
Check Photo on Form “Yes” Or “NO”*
6 Digits, to be entered as per the App Form.*
6 Digits, to be entered as per the App Form.*
3 Digits, To Be Entered As Per the App Form*
It Will Be Available In “Receipt”*
USM/SSM Code, Verifier Code Not Required (Only to be entered if available on the Form)
It Will Be Available In “Receipt” *
It Will Be Available In “Receipt” *
To be Mentioned As Per The Form. If The Data Is Not Available Then Select It As “URBAN”*
NOTE: All points mentioned with * are important fields. Unless the mandatory information is updated, the next page cannot be accessed.

4. Personal Details If “Yes” Client ID has to be mentioned.*
If the customer is NRI then the next set of fields are mandatory).*
If “Yes” Proposer Details Required, If “No” Select “No”*
Title,First Name,Middle Name,Surname & DOB Entered As Per Form.
Entered As Per Form
If Response is “Yes”, Client ID has to be mentioned.*
Entered As Per Form
Entered As Per Form
This Tab Has To Be Updated If The LA & Proposer As Different. If They Are Same Then Update The Proposer Details In The Personal Details TAB.
Entered As Per Form(If the customer is NRI, account is Mandatory)
Entered As Per Form
Entered Exact As Per Form
Entered As Per Form
Father/Spouse Name, Gender, Marital Status
Father/Spouse Name, GenderMarital Status
Father/Spouse Name, GenderMarital Status
Entered As Per Form
Entered As Per Form
Pan No. & UID Entered As Per Form or From Proofs Provided*
Enter If Its Provided on Form

5. E-IA Details Entered As Per Form, If “Yes” Then
If “No” Select As Per Option
EIA Account number is Mandate
Id Associated With The Insurance Account Has To Be Entered

6. Proposer Address Details
Address to be updated after cross checking the Supportive Documents with the Application form.*
Enter Pin Code & Press “TAB” City & State Will Generate
Select “Yes” or “No” As Per Form
Mobile No., Id & Other Info. Enter As Per Form

7. Nominee Details Number Of Nominee Nominee Share In” %” Relation
Appointee Details(3rd Party Assigned For Nominee, If He /She Is Les Than 18 Years/Minor

8. Age Proof Details If Document Is Self Attested
Select As Per Supportive Document
Select The Purpose
If “DOB” Matched With Document Provided

9. Insurance Plan Details
Select As Per Form From Dropdown
Entered As per Form/Illustration
Entered As per Form/Illustration
Entered As per Form/Illustration
Entered As per Form
Entered As per Form/Illustration
Entered If Its Given In Form
(Waiver of Premium) Proposer and Life Assured should be the same

10. Rider/Insurance Plan Extension Detail
Enter If Mentioned In the Form
Enter As Per Form
Enter As Per Form
Enter As Per Form

11. Bank & Payment Details Enter As Per Form & Bank Proof Submitted
Enter Only When “ECS” Mode Is Selected
Enter The Detail Only If Credit Card Payment Is Selected

12. Mandate Details Form & ID Proof Needs To Be Verified For Information.*
Income Proof Needed When Premium is More Than 1 Lakh
IF “REP” Given “Yes” Entered Mentioned Details

13. LA Minor Details
These fields are to be captured if the Life Assured is 18 years or below
Capture all the details as per the application form.*
Family History: Update the information as per the form. All details to be mentioned as per the form to understand the health status.
Personal details: Update the information as per the form. The physical information of the minor candidate like height, weight etc., have to be mentioned.
Insurability declaration for the life to be insured – Minor: Update the information as per the form. This includes the health status declaration.
All the information regarding any possible health issues and diagnosis have to be updated as per the form.

14. LA Minor Family Details
These fields are to be captured if the Life Assured is 18 years or below.
Insurance history of Minor’s family: Update the information as per the form. All details to be mentioned as per the form to understand the family’s insurance.
Insurance details of Minor’s family: Update the information as per the form. All details to be mentioned as per the form with information of insurance details.
Minor’s Insurance Details Has To Be Entered As Per Form

15. Life Style Of The Insured
All Fields to be captured as per the Application form. This will help us identify the kind of person we will be insuring by understanding the life style. *
All Yes/No Questions to be answered as it is mandatory.
All Yes/No Questions to be answered as it is mandatory.

16. Medical Details Of Minor (If Applicable) & The Life Assured
These fields are to be captured if the Life Assured is 18 years or below.
These fields are to be captured if the Life Assured is 18 years or below.
All Fields to be captured as per the Application form. This will help us identify the kind of person we will be insuring and health condition of the insured.*
All Yes/No Questions to be answered as it is mandatory.
Medical Details Of Life Assured

17. Insurance Advisor Report
All Fields to be captured as per the Application form All Fields to be entered as per whatever is available from the Application Form.*
These details will be filled by the Advisor post discussions with the client.*
Name, Gender, Illustration details are mandate.*
All Yes/No Questions to be answered as it is mandatory.*