1. Life Insurance Manual Please log on Intra.rathi.com
Enter Login ID & Password
Main Index column reflects on left side

2. Click at Distribution Option

3. Click at Life Insurance App

4. Create Client Details

5. Click at Add New Client

6. Fill the details as per following and click at save to create new client details

7. Click to Login Transaction

8. Please enter Employee code for Revenue sharing

9. Transaction saved Successfully

10. Option to view Policies Status

11. Option to view Policies Status

12. View Policies Status Report

13. Choose the options as per requirement

14. Policy Renewal Data

15. Policy Lapsation Data

16. Product/Policy WIP detail

17. All Company Product/Policy WIP

18. Fixed Deposits/ Bonds Manual
Please log on Intra.rathi.com
Enter Login ID & Password
Main Index column reflects on left side

19. Click CRM to get the FD applications

20. Selection of category “FD “ List of Application Softcopies

21. Mapping of Client under Transaction Menu

22. Click to Login Transaction

23. Click to calculate Revenue against Transaction Details
Click save after feeding the Transaction Details

24. 1. Yes – To save another Transaction
2. No – To further process

25. View of all Transaction

26. View of Transaction List

27. Final Transaction List

28. Please log on Intra.rathi.com Enter Login ID & Password
Health Insurance Transaction entry
Please log on Intra.rathi.com
Enter Login ID & Password
Main Index column reflects on left side

29. Click at Distribution Option

30. Under Distribution Click at Gen Insurance App

31. Below Page will reflect under General Insurance App

32. For New client you need to click on
Client Details Entry - Add new Client

33. Under Add new Client pls fill up all the details of client and save

34. For New Business Transaction pls click on General Ins Transaction

35. Under General Insurance Transaction pls click on Add new Transaction to login transaction details

37. Reports Option: To view reports related to transaction entered

38. Health Insurance Targets -2016-2017
Dealers –1 policy every quarter with 6k premium.
RM- 1 policy every quarter with 8k premium
Amount in Lac
Region
Dealer RM
Grand Total
Policy Count
Premium
Policy Premium
Andhra Pradesh 28 14
112
6.72 56
4.48
168
11.20
Bangalore 58 34
232
13.92
136
10.88
368
24.80
Central India
8.16
8.96
248
17.12
Delhi & NCR 40 38 16
9.60
152
12.16
21.76
East India 37
148
11.84
260
18.56
Gujarat 29 20
116
6.96 80
6.40
196
13.36
Mumbai 55 50
220
13.20
200
16.00
420
29.20
Rajasthan 54 27
216
12.96
108
8.64
324
21.60
ROM
9.12
264
18.08
TN N Kerala 26 31
104
6.24
124
9.92
228
16.16
UP & Uttarakhand 36 11
144 44
3.52
188
426
318
1704
102.24
1272
101.76
2976
204.00

39. Every Branch Manager needs to conduct 1 activity every quarter.
Strategy
Every Branch Manager needs to conduct 1 activity every quarter.
Dealers has to generate leads for health Insurance and pass on those to the vendor team.
Dealers needs to capture 3 to 4 contact details of the clients for those who’s health insurance policy is due for renewal-This gives us the option for policy portability.

40. Mutual Fund Entry in Intra Rathi
Please log on Intra.rathi.com
Enter Login ID & Password
Main Menu column reflects on left side

41. Select the option Distribution and then Mutual Fund

42. Click on GO
Click on go
Then Click on OK

43. Enter Pan Number which is NOW MANDATORY

44. It will display the currently mapped to RM code for EQUITY
In case MF RM CODE is same that of existing MF RM Click on CONTINUE . Incase differs , the change in client code mapping request in prescribed format to be sent to before doing transaction entry .The format is in next slide.
It will display the currently mapped to RM code for EQUITY
It will display the currently mapped to RM code for MF

45. Format for change in client code mapping request
Region
Branch Location
MF Rm Code displayed in Intra rathi
RM Name
Client code
Client name
Pan Number
New RM Code to be mapped
New RM Name to be mapped

46. In case of NO Records Found ,
There can be two possibilities Either the Client has ONLY Equity account with us ( MF NOT done prior) OR is NEW Client for MF.
(Equity and MF BOTH NOT done prior).
In both cases, go back to Main Menu

47. Click on Client master

48. Select your Name and code
Create New Client

49. New Client details needs to be entered in Client master and Saved
Click on KYC Applied YES or NO , To check the KYC Status pls go thru the next slide

50. KYC Registration can be confirmed thru site https ://www
KYC Registration can be confirmed thru  site https :// by entering the client ‘s PAN NUMBER. The status will be either displayed as NOT AVAILABLE : The fresh KYC application form alongwith the kyc documents needs to be submitted at Cams / Karvy. KYC Documents required are self Attested Copy of Pan card and Address Proof . KYC Registered : KYC Registration successfully done. Printout of the confirmation to be attached with application. Verified by CVL MF : Since client ‘s old kyc details needs to be updated with CDSL, the KYC details change form is to be submitted along with KYC documents  at Cams/ Karvy.

51. Then enter the Client ‘s Pan Number
For Transaction entry either Select from the below options :
Lump sum
SIP ( Systematic Investment Plan )
STP (Systematic Transfer Plan)
Switch In

52. Click on Continue If Your Emp code is displayed in MF RM.

53. Select the Client name, Fund name, Scheme name and other Transaction Details
Click on Submit

54. Click on MIS Report to view all the Transaction Entries done .

55. Thank you!
Disclaimer
In the preparation of the material contained in this document, Anand Rathi Group (ARG), has used information that is publicly available, including information developed in-house. Some of the material used in the document may have been obtained from members/persons other than the ARG and/or its affiliates and which may have been made available to ARG and/or its affiliates. Information gathered & material used in this document is believed to be from reliable sources. ARG however does not warrant the accuracy, reasonableness and/or completeness of any information. For data reference to any third party in this material no such party will assume any liability for the same. ARG and/or any affiliate of ARG does not in any way through this material solicit any offer for purchase, sale or any financial transaction/commodities/products of any financial instrument dealt in this material. All recipients of this material should before dealing and or transacting in any of the products referred to in this material make their own investigation, seek appropriate professional advice.
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