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Agency Licensing Portal

Agency Licensing Portal

FUNCTIONALITY

IRDAONLINE.ORG

IRDA

Service Provider ----------------------1.Care-Site 2.Tech Support

I I I

Designated Person (Ins. Co.)

Agent Training Institute

EXAM

Agent Registration Portal

Agents

Ins. Co. (Development Officer)

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

IRDAONLINE.ORG

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 Provided approval by IRDA for Data correction flow

Modification in Agent Licences

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

IRDA LOGINS

DESIGNATED PERSON IRDA TECHNICAL SUPPORT

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 Fathers 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 : Agents Name Fathers 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 criterias 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

Common Functions Agent Management DP Ledger License Quick View

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 1st or 2nd part Relax Print Fee IRDA can waive print fee for any license DPs 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 criterias 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 Quick Print

based on DD Number and Bank

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 criterias 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 Cancellation

Shows list of license data correction approved by IRDA

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

Common Functions

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

QUESTIONS ?

THANK YOU