Help file for
IRDAI Corporate Agents Registration Portal
Submitted By
Trade Globe - Ground Floor, J.B. Nagar
Andheri-Kurla Road, Andheri (E)
Mumbai 400 059
www.nseit.com
10th Feb, 2016
Contents
Tips ................................................................................................................................................................ 3
Corporate Agents Portal ............................................................................................................................... 5
Corporate Agent Login Request .................................................................................................................... 7
Corporate Agent Login Request Approval .................................................................................................... 9
Login Request Status ................................................................................................................................... 12
Corporate Agent Checklist .......................................................................................................................... 14
Corporate Agent Checklist for Telemarketers ............................................................................................ 17
Certificate of Registration Download.......................................................................................................... 20
Insurer Mapping.......................................................................................................................................... 23
Discontinuation Request ............................................................................................................................. 27
Half Yearly Returns...................................................................................................................................... 29
Performance Reports .................................................................................................................................. 31
Corporate Agents Reports .......................................................................................................................... 33
CoR Validity Expiry Report ...................................................................................................................... 34
Corporate Agents Officials Reports......................................................................................................... 36
Corporate Templates Download ............................................................................................................. 38
Specified Person Data Migration ................................................................................................................ 39
Digital Signature Validation Process ........................................................................................................... 41
Tips
General
1. The upload file size has been restricted to 4MB per file.
2. While filling the checklist, best practice would be to save the checklist as draft intermittently.
3. CA to login to IRDAI portal ‘http://irdaonline.org:8083/ (if the system is protected by fire wall
then CA to open the port 8083 for complete IRDAI site and port 8090 for downloading reports).
4. Copy required formats/templates from Checklist part.
5. The SP migration data size has been restricted to 5000 rows per file.
6. Application Fees (non refundable) & Registration fees to be paid by using online mode of
payment through CA module.
7. The CA has to open web-wallet account by using appropriate TAB provided in module
(PO/SP/AV/TL certificate fees shall be debited from web-wallet account only).
8. As soon as CA check list is approved by IRDAI, please down-load CA Certificate of Registration
(CoR) immediately.
How to login the IRDAI portal?
1. Existing Corporate Agents will receive Login ID & Password through registered mail from
IRDAI.
2. Corporate Agents to login to IRDAI portal ‘http://irdaonline.org:8083/ (if the system is protected
by fire wall then Corporate Agents to open the port 8083 for complete IRDAI site and port 8090
for downloading reports)
3. Click on ‘Corporate Agent portal’ on IRDAI portal – the Corporate Agent login site will open for
access by Corporate Agent.
4. Enter Login ID & Password received through registered mail from IRDAI.
5. The Corporate Agents has to change the password immediately.
General workflow
For New Corporate Agents:
1.
2.
3.
4.
Go to ‘Corporate Agent Login request’ tab.
Update the necessary details, please note correct Email ID to be entered.
Submit the Corporate Agent Login request; the request reference number will be generated.
IRDA will approve the request. Login id / passwords will be mailed to your registered mail id.
For Existing Corporate Agents:
5. The login id / password will be generated and mailed to you without having to follow steps 1-4.
Applicable for All:
6. Click on check list for ‘Principal Officer (PO)’ and save & submit the checklist in IRDAI portal by
entering required details.
7. Click on tab ‘Check list for Corporate Agent’ and enter the required details in IRDAI portal and
also upload necessary documents such as Form A, MOA/AOA/Partnership deed, Board approved
policy, Code of conduct etc. against appropriate point in check list. Save and submit the
checklist.
8. Make online payment for non refundable fees (Rs.10000 plus service tax). The option is available
in the tab Check list for Corporate Agent. The system will automatically take you to bill desk.
9. Upon payment, The check list request will be forwarded to the IRDAI Authority for online
approval
10. The Corporate Agent will receive mail from IRDAI about approval/ further requirement if any. In
case of rejection of request, the case will be referred to member life Authority. In case the
request is rejected by member Life Authority, the applicant has to wait for 1 year for fresh
application.
11. If further requirement is raised by Authority, the CA has to complete the requirement and
resubmit the check list again.
12. Upon approval of CA checklist by Authority, the CA has to make payment of ‘Registration fees’
of Rs. 25000/- plus service tax’. The payment option is available in the TAB ‘Check list for
Corporate Agent’. The system will automatically take you to bill desk.
13. Simultaneously, the CA has to make payment for ‘Web wallet account taking into account
number of SP / PO / AV / TL certificates to be issued. There are 2 options, i.e. offline /online
payment modes for making the payment. CA has to reconcile the Web-wallet balance on
monthly basis and report for discrepancies, if any, to IRDAI tech support team.
14. Down-load the ‘Certificate of Registration (CoR)’ by using TAB ‘CoR Download’ available in IRDAI
portal.
15. If sufficient amount is available in Web-wallet account, the Authority will be able to approve the
SP / PO / AV / TL checklist and SP / PO / AV / TL certificate of registration shall be issued by
debiting appropriate fees.
16. Download SP / PO / AV / TL certificate from IRDAI portal.
17. For existing Corporate Agents, the system has provided the facility to migrate the data of
existing SPs. CA has to upload data of all existing SP/POs by using bulk upload method.
Template for the same is available in portal. (fields to be captured are – CA license no., SP name,
PAN, Branch posted, Branch Address, SP Certificate no., there is restriction of 5000 rows for one
bulk upload)
18. The Corporate Agent has to use TAB – Inclusion exclusion of Insurer for mapping the insurers in
portal. There is provision to upload copy of agreement into IRDAI portal.
Corporate Agents Portal
This option is available for Corporate Agents to access new Corporate Agent Registration Database. This
option is available only to Corporate Agent user, CAB user, IRA user, LMB user. The detailed process is as
below:
1. Navigate to http://irdaonline.org
2. Click on Corporate Agents Portal blinking button on Home Page as indicated in Fig 1A.1. Clicking
this link would open new page as indicated in Fig 1A.2.
Fig 1A.1
Fig 1A.2
3. Login with your credentials.
Corporate Agent Login Request
This section is not applicable to the existing corporate agent whose logins are created and mailed
directly.
The first step for the prospective Corporate Agents for creating their logins would be placing a request
for login. The request for login can be placed as under:
1.
2.
3.
4.
Navigate to http://irdaonline.org
On the home page click on the “Corporate Agent Login Request” hyperlink
The page as indicated in fig 1.1 is displayed. Fill in all the details and click on “Submit” button.
Once the data is submitted the system generates the reference number as message is displayed
as indicated in figure 1.2. The reference number can be used to track the request as well as
subsequent changes if any are required.
Fig 1.1
Fig 1.2
Corporate Agent Login Request Approval
Once the request for login is submitted by the existing / prospect corporate agent, the same is available
to IRA user for approval. The IRA user can view the details submitted and can decide on approval /
rejection of request. The detailed process is as below
Fig 2.1
1. Navigate to http://irdaonline.org
2. Login using the credentials
3. Upon login the menu as indicated in fig 2.1 is displayed on home page. Click on the “Corporate
Login Request Approval” menu item. Page as indicated in fig 2.1 is displayed
4. To view Pending / Approved / Rejected select the appropriate status in drop down list and click
on “Search” button
5. The data will be displayed on tabular format as indicated in fig 2.2
Fig 2.2
6.
7.
8.
9.
To view the details of individual row, Click on the row and then click the “View Details” button
The page as indicated in fig 2.3 is displayed
In case of approved and rejected records the details will be read only
In case of pending records the user can enter in the remarks and Approve / Reject the request
by clicking the “Approve” & “Reject” button respectively
10. The remarks are compulsory in case the request is being rejected
11. If Approved the system will generate the login id / password and send the same to the
prospective corporate agent on the e-mail id provided in request form
12. If Rejected the system will send the rejection mail to the prospective corporate agent on the email id provided in request form stating the reason of rejection
Fig 2.3
Login Request Status
This option allows the user to track his request as well as provide / modify the necessary information in
case the request is rejected by IRDAI. The detailed process is as below:
1. Navigate to http://irdaonline.org
2. Click on the “Login Request Status” hyperlink on the home page. This will open the form as
indicated in fig 3.1
3. Enter the reference number that was mailed to you earlier.
4. Enter the PAN number entered earlier
5. Click on “Find” button. If the data entered is valid then the form as indicated in fig 3.2 is
displayed. If the data entered is not valid the error message will be displayed
Fig 3.1
6. In case the request is approved OR pending the details on form as indicated in fig 3.2 will be
read only
7. In case the request is rejected by the IRDAI user then the system will allow changes to details
entered
8. User can make changes and save the data by clicking on submit button
9. The above cycle can continues till the request is approved by IRDAI user
Fig 3.2
Corporate Agent Checklist
This option provide facility to fill in the checklist along with the other details, which is the first step
towards the registration as corporate agent
1.
2.
3.
4.
5.
Navigate to http://irdaonline.org
On the home page enter Username and Password.
Click On Login Button.
After successful login Click on Corporate Agency Database.
For Corporate Agent
a. Click on Checklist for Corporate Agent.
b. Click on “New Application” link.
c. This will open new page.
d. Fill all mandatory (*) fields.
e. If only mandatory fields are filled then Click on “Save as draft” button it will save the
entered details and status will be “Checklist Pending for Submission”.
f. To get the saved checklist Click on “Checklist for Corporate Agent” link.
g. Click on “View Checklist” link.
h. It will redirect to your saved checklist.
i. Fill required details and checklist items remarks under corporate user’s remarks and
upload document against respective checklist item.
j. Click on “Save and Submit” button.
k. Checklist of Corporate Agent will get submitted only when submission of “Checklist for
Principal Officer” is completed.
l. After successful Checklist submission Corporate User will receive an Email on registered
Email ids and checklist status will be “Checklist submitted” and payment option for “Non
Refundable Application Fee” will be available.
m. Click on “Non Refundable Application Fee” link.
n. It will redirect to payment gateway with amount.
o. Enter your bank details for payment.
p. After Successful payment, checklist status will be “Non Refundable Application Fee Paid”
and then checklist approval request will be processed by Corporate Agent Business
User.
q. If checklist status is “Pending Clarification from CA” then corporate agent needs to
provide details as per request.
r. Then click on “Save and Submit” button.
s. After successful Checklist submission Corporate User will receive an Email on registered
Email ids and checklist status will be “Checklist submitted”.
t. Then checklist request for approval will be processed by Corporate Agent Business User
or IRDA Business User or Life Member User as per request.
u. If checklist is approved by IRDA Business User or Life Member User then “Registration
Fee” option will be available for Corporate Agent’s checklist.
v. Click on “Registration fee” link.
w. It will redirect to payment gateway.
x. Enter your bank details for payment.
y. After Successful payment, checklist status will be “Payment done” and Corporate Agent
can go for further checklist process.
z. If checklist status is “Checklist Rejected by IRDA” i.e. checklist rejected by Life Member
then that checklist will be available for submit only after completion of one year from
date of rejection.
6. For Corporate Agent Business User
a. Click on Checklist for Principal Officer.
b. Enter company name and Click on “Search” button.
c. It will display the list of submitted Checklist pending for approval.
d. Click on “View Checklist” link for further process.
e. It will display the submitted checklist.
f. Enter the remarks against checklist items if required.
g. If any information is required against checklist items then enter the remarks under IRDA
Remarks1.
h. Click on “Request for Information” button.
i. After successful request Corporate Agent will receive an Email for Requests Additional
Information and checklist status will be “Pending Clarification from CA”.
j. If Checklist information is complete or valid then click on “Approve” button.
k. After successful request checklist will get approved by Corporate Agent Business User
and status will be “Checklist Approved by first level approver”.
l. If Checklist information is incomplete or invalid then click on “Reject” button.
m. After successful request checklist will get rejected by Corporate Agent Business User
and status will be “Checklist Rejected by first level approver”.
n. If checklist is approved or rejected then checklist approval request will be processed by
IRDA Business User.
7. For IRDA Business User
a. Click on Checklist for Principal Officer.
b. Enter company name and Click on “Search” button.
c. It will display the list of submitted Checklist. Click on “View Checklist” link for further
process.
d. It will display the submitted checklist.
e. Enter the remarks against checklist items if required.
f. If any information is required against checklist items then enter the remarks under IRDA
Remarks1.
g. Click on “Request for Information” button.
h. After successful request Corporate Agent will receive an Email for Requests Additional
Information and checklist status will be “Pending Clarification from CA”.
i. If Checklist information is complete or valid then click on “Approve” button.
j. After successful request checklist will get approved by IRDA Business User and status
will be “Checklist Approved by second level approver” and an intimation Email of
Checklist approval will be sent to Corporate User.
k. If Checklist information is incomplete or invalid then click on “Reject” button.
l. After successful rejection request checklist will get rejected by IRDA Business User and
status will be “Checklist Rejected by second level approver”.
m. If checklist is rejected then checklist approval request will be processed by Life Member
User.
8. For Life Member User
a. Click on Checklist for Principal Officer.
b. Enter company name and Click on “Search” button.
c. It will display the list of submitted Checklist.
d. Click on “View Checklist” link for further process.
e. It will display the submitted checklist.
f. Enter the remarks against checklist items if required.
g. If any information is required against checklist items then enter the remarks under IRDA
Remarks1.
h. Click on “Request for Information” button.
i. After successful request Corporate Agent will receive an Email for Requests Additional
Information and checklist status will be “Pending Clarification from CA”.
j. If Checklist information is complete or valid then click on “Approve” button.
k. After successful approval request checklist will get approved by Life Member User and
status will be “Checklist Approved by IRDA” and an intimation Email of Checklist
approval will be sent to Corporate User.
l. If Checklist information is incomplete or invalid then click on “Reject” button.
m. After successful rejection request checklist will get rejected by Life Member User and
status will be “Checklist Rejected by IRDA” and an intimation Email of Checklist rejection
will be sent to Corporate User.
Corporate Agent Checklist for Telemarketers
This option provides facility to fill in the checklist for registration of telemarketers.
1.
2.
3.
4.
5.
Navigate to http://irdaonline.org
On the home page enter Username and Password.
Click On Login Button.
After successful login Click on Corporate Agency Database.
For Corporate Agent
a. Click on Checklist for Telemarketer.
b. Click on “New Application” link.
c. The new page will be opened.
d. Fill all mandatory (*) fields.
e. If only mandatory fields are filled then Click on “Save as draft” button it will save the
entered details and status will be “Checklist Pending for Submission”.
f. To submit the saved checklist Click on Checklist for Specified Person.
g. Click on “View Checklist” link.
h. It will redirect to your saved checklist.
i. Fill required details and checklist items remarks under corporate user’s remarks and
upload document against checklist item.
j. Click on “Save and Submit” button.
k. If submission of “Checklist for Corporate Agent” is completed only then Checklist for
Telemarketer will get submitted.
l. After successful Checklist submission Corporate User will receive an Email on registered
Email Ids for checklist submission and checklist status will be Checklist submitted.
m. Then checklist request for approval will be processed to Corporate Agent Business User.
n. If checklist status is “Pending Clarification from CA” then corporate agent needs to
provide details as per request.
o. Then click on “Save and Submit” button.
p. After successful Checklist submission Corporate User will receive an Email on registered
Email Ids for checklist submission and checklist status will be “Checklist submitted”.
q. Then checklist request for approval will be processed by Corporate Agent Business User
or IRDA Business User or Life Member User as per request.
r. After successful Checklist approval Corporate Agent’s fee amount will get debited from
their web wallet.
s. After successful fee deduction Corporate Agent can go for further checklist process.
6. For Corporate Agent Business User
a. Click on “Checklist for Telemarketer” link.
b. Enter company name and Click on “Search” button.
c. It will display the list of submitted Checklist of Telemarketers.
d. Click on “View Checklist” link.
e. It will display the submitted checklist.
f. Enter the remarks against checklist items if required.
g. If any information is required against checklist items then enter the remarks under IRDA
Remarks1.
h. Click on “Request for Information” button.
i. After successful request Corporate Agent user will receive an Email on registered Email
Ids for Requests Additional Information and checklist status will be “Pending
Clarification from CA”.
j. If “Approve” button is clicked then checklist will get approved by Corporate Agent
Business User and status will be “Checklist Approved by first level approver”.
k. If “Reject” button is clicked then checklist will get approved by Corporate Agent and
status will be “Checklist Rejected by first level approver”.
l. If checklist is approved or rejected then checklist approval request will be processed by
IRDA Business User.
7. For IRDA Business User
a. Click on “Checklist for Telemarketer” link.
b. Enter company name and Click on “Search” button.
c. It will display the list of Checklists which are approved or rejected by Corporate Agent
Business User.
d. Click on “View Checklist” link.
e. It will display the checklist.
f. Enter the remarks against checklist items if required.
g. If any information is required against checklist items then enter the remarks under IRDA
Remarks2.
h. Click on “Request for Information” button.
i. After successful request Corporate Agent will receive an Email on registered Email Ids
for Requests Additional Information and checklist status will be “Pending Clarification
from CA”.
j. If “Approve” button is clicked then checklist will get approved by Corporate Agent
Business User and status will be “Checklist Approved by second level approver”.
k. If “Reject” button is clicked then checklist will get approved by Corporate Agent and
status will be “Checklist Rejected by second level approver”.
l. If checklist is approved then Corporate Agent will receive an Email on registered Email
Ids for checklist approval
m. If checklist is rejected then checklist approval request will be processed by Life Member
User.
8. For Life Member User
a. Click on “Checklist for Telemarketer” link.
b. Enter company name and Click on “Search” button.
c. It will display the list Checklists which are rejected by IRDA Business User.
d. Click on “View Checklist” link.
e. It will display the checklist.
f. Enter the remarks against checklist items if required.
g. If any information is required against checklist items then enter the remarks under IRDA
Remarks3.
h. Click on “Request for Information” button.
i. After successful request Corporate Agent will receive an Email on registered Email Ids
for Requests Additional Information and checklist status will be “Pending Clarification
from CA”.
j.
If “Approve” button is clicked then checklist will get approved by Corporate Agent
Business User and status will be “Checklist Approved by IRDA” and an intimation Email
of Checklist approval will be sent to Corporate User on registered Email Ids.
k. If “Reject” button is clicked then checklist will get approved by Corporate Agent and
status will be “Checklist Rejected by IRDA” and an intimation Email of Checklist rejection
will be sent to Corporate User on registered Email Ids.
Checklist submission and Approval process for Specified Person (SP), Principal Officer (PO), Authorized
Verifier (AV) will be similar to the process for Telemarketer.
Certificate of Registration Download
This option allows user to View/Download the Certificate of Regeistration generated for Corporate
Agent / Principal Officer / Specified Person / Telemarketer / Authorized Verifier. The detailed process is
as below:
1. Navigate to http://irdaonline.org
2. Click on the “CoR Download” option in Corporate Agency Database Menu. This will open a form
as indicated in fig 4.1
Fig 4.1
3. Selecting Authorized Verifier in Type of Record prompts for selection of Telemarketer (fig 4.2)
against whom the Authorized Verifier’s Data is to be searched.
Fig 4.2
4. If no records are present for Telemarketer against logged in User then on selection of
Authorized verifier, message is displayed as indicated in fig 4.3.
5. Certificate of Registration for Corporate Agent must me issued before Viewing/Downloading
Certificate of Registration for Principal Officer/Specified Person/Telemarketer/Authorized
Verifier else error is displayed as indicated in fig 4.4.
Fig 4.4
6. Search button click displays all the records present against logged in User for selected type of
Record as indicated in fig 4.5. In Case of Authorized verifier, the records against selected
Telemarketers are displayed.
Fig 4.5
7. Click of View Certificate Link present against each record opens a page displaying the Certificate
of Registration for selected record as indicated in fig 4.6.
Fig 4.6
8. User can either view the Certificate or download the same by clicking on Download PDF button.
Insurer Mapping
This option allows user to create new mappings with Life/General/Health insurers according to the
Insurance Category selection selected during the process of filling checklist for Corporate Agent. User
has an option of putting removal of mapping request for the insurer mappings that have been approved
by IRDA user. The detailed process is as below:
1. Navigate to http://irdaonline.org
2. Click on ‘Insurer Mapping’ option under Corporate Agency Database Menu. This will open a form
as indicated in fig 5.1.
Fig 5.1
3. For accessing this page checklist for logged-in Corporate Agent needs to be approved else link
‘Add New’ for creating new insurer mapping wont be available for access.
4. Clicking ‘Add New’ link opens new page as indicated in fig 5.2. Insurance Type selection include
values according to selection made in course of filling the checklist for Corporate Agent (if any
individual category other than ‘Composite’ is selected during filling up of checklist, then that
category is visible in the selection else all of the Insurance Types are available for selection.
Fig 5.2
5. For a particular Insurance Type, a particular user can put limited mapping requests where the
limit is set by IRDA. The number of requests include the sum of Pending and Approved requests
which cannot exceed the maximum limit set, else error is displayed as indicated in fig 5.3. Each
mapping request put by User is sent for approval by IRA user. Mail is sent to Logged-In ser as well
as IRA user informing about the mapping request raized by the user.
Fig 5.3
6. User can click Back button to go back to the page displaying the Current Mappings/Pending
Requests/Historical Requests as indicated in fig 5.4.
7. User can view all the insurer mappings raized which are pending for approval by IRA user, by
selecting Pending Request in Status selection and clicking on Search button as indicated in fig 5.4.
User has an option of viewing the Agreement File uploaded against each record.
Fig 5.4
8. User can view all the historical insurer mapping requests made, which are either
Approved/Rejected by IRA user by selecting Historical Requests and clicking on Search button as
indicated in fig 5.5. User has an option of viewing Agreement File uploaded against each record
by clicking on the link present in Agreement column in the grid. Approval status for each insurer
mapping is displayed in Status column in the grid.
Fig 5.5
9. User can view all the insurer mappings approved by IRA user, by selecting Current Mappings and
then clicking on Search Button as indicated in fig 5.6. User has an option of viewing Agreement
File uploaded against each record by clicking on the link present under Agreement column in the
grid. User has an option of putting request for removal of insurer mapping by clicking on Exclude
button against each record.
Fig 5.6
10. Clicking Exclude button creates removal of insurer mapping request which is sent for approval by
IRA user. Mail is sent to Logged-In user as well as IRA user informing about the removal of insurer
mapping request raized by the user. Exclusion request can be put against a record only once, if
Exclusion request is already pending for approval by IRA user the message is displayed as
indicated in the fig 5.7
Fig 5.7
Discontinuation Request
This option allows users to put Discontinuation Request for Principal Officer/Specified
Person/Telemarketer/Authorized Verifier tagged against him. User can enter reason of discontinuation
for a particular record. The detailed process is as below:
1. Navigate to http://irdaonline.org
2. Click on ‘Discontinuation Request’ option present under Corporate Agency Database Menu. This
will open a form as indicated in fig 6.1.
Fig 6.1
3. Discontinuation request can be put for by selecting appropriate option in ‘Discontinuation
Request For’ selection and clicking on Search button click. To find a particular record, Name or
PAN No. or both can be provided based on which all of the relevant records would be displayed
in the grid as indicated in fig 6.2.
Fig 6.2
4. Click on ‘Enter Remarks’ button to opens a page as indicated in fig 6.3. In case of Authorized
Verifier if Reason of discontinuation is ‘Transfer Requested’, then ‘Date of Request’, ’NOC Issue
Date’ are mandatory; in any other case these fields are disabled for the user. User can also put
Remarks in Remarks Box present on the page. In case of Principal Officer/Specified
Person/Telemarketer only Remarks Field is accessible for the user. User can put discontinuation
request by clicking submit button else he can cancel the current operation and go back to page as
indicated in fig 6.2.
Fig 6.3
5. User can put discontinuation request by clicking submit button else he can cancel the current
operation and go back to page as indicated in fig 6.2.
Half Yearly Returns
This option allows Corporate Agent User to upload Half Yearly Returns File for period from AprilSeptember or October-March. User can also view previously uploaded files. IRA user too can access this
page only to view files uploaded by Corporate Agents .The detailed process is as below:
1. Navigate to http://irdaonline.org.
2. Click on ‘Half Yearly Returns’ option present under Corporate Agency Database Menu. This will
open a form as indicated in fig 7.1. Checklist for corporate Agent needs to be submitted before
uploading Half Yearly Returns File; else error message is displayed as indicated in fig 7.1.
Fig 7.1
3. For Uploading File, Select action type as ‘Upload File’; select the period for which the Half Yearly
Returns file is to be uploaded; select the file in Report for Upload Browse and click on save
button. Success File upload displays message as ‘File Uploaded’.
4. For viewing previously uploaded files, make Action Type selection as View Uploaded File, select
period for Upload and File Upload dates within which file was uploaded. All the relevant records
for selections provided in the above filter parameters are displayed in the grid as indicated in fig
7.2. ‘No Records Found’ message is displayed if data is not present against filter parameters
provided.
Fig 7.2
5. Same page is available for IRA user too. IRA user can view the files uploaded by the corporate
agents by selecting the period for upload and the File Upload Dates and clicking Find Button.
Screen is as indicated in 7.3.
Fig 7.3
Performance Reports
This option allows Corporate Agent User to upload Performance Report Files for Principal Officer/
Specified Person/ Authorized Verifier. IRA user too can use this page to view the files uploaded by
Corporate Agent. The detailed process is as below:
1. Navigate to http://irdaonline.org.
2. Click on Performance Reports option present under Corporate Agency Database Menu. This will
open a form as indicated in fig 8.1. Checklist for corporate Agent needs to be submitted before
uploading Performance Reports File; else error message is displayed as indicated in fig 8.1.
Fig 8.1
3. For Uploading File, Select action type as ‘Upload File’; select the Record Type for whom the
Report is to be uploaded; select the file in Report for Upload Browse and click on Save button.
Success File upload displays message as ‘File Uploaded’.
4. For viewing previously uploaded files, make Action Type selection as View Uploaded File, select
period for Upload and File Upload dates within which file was uploaded. All the relevant records
for selections provided in the above filter parameters are displayed in the grid as indicated in fig
8.2. ‘No Records Found’ message is displayed if data is not present against filter parameters
provided.
Fig 8.2
5. Same page is available for IRA user too. IRA user can view the files uploaded by the corporate
agents by selecting the period for upload and the File Upload Dates and clicking Find Button.
Screen is as indicated in 8.3.
Fig 8.3
Corporate Agents Reports
1. Navigate to http://irdaonline.org and login with you credentials
2. On left hand menu option as seen in Fig. 9.1 clicks on Corporate Agents Reports Database.
Fig 9.1
3. The sub-menu as displayed in Fig 9.2 is opened with following submenus as options
a. CoR Validity Expiry Report
b. CA Officials Report
c. Corporate Templates Download
CoR Validity Expiry Report
This report provides a list of all the Corporate Agents/Telemarketers whose certificate would be expiring
in next 90 days.
1. Select Record Type in dropdown as displayed in Fig. 9.3 and click on search button.
2. In case if there are certificates whose registration expires in next 90 days then the details of all
such certificates will be displayed in tabular format
3. Each record is accompanied with a Renew Certificate button display like Fig. 9.4.
4. Pressing Renew Certificate button initiates the filling of checklist for the selected record.
Fig 9.3
Fig 9.4
Corporate Agents Officials Reports
Corporate Agents Officials Report Option is found under Corporate Agency Database Reports Menu. The
report provides the listing of all the officials & telemarketer attached to that particular corporate agent.
1. If you are logged in as Corporate Agent then the select corporate agent drop down is disabled by
default with your name selected.
2. If you are logged in as IRDA official then you can select the name of the corporate agent for
whom you want to see the details.
3. Select the type of record that you want to view and click on search button
4. The system will display the list of officials / telemarketers based on the filter selected in above
step
Fig 10.1
Fig 10.2
Fig 10.3
Fig 10.4
Corporate Templates Download
This option provide the facility to download various templates needed in day to day operations of a
corporate agent.
1. Clicking on the option opens the page as shown in Fig 11.1
2. Click on the individual links to download that particular template
Fig 11.1
Specified Person Data Migration
This option is available only for migrated Corporate Agents. This option allows users to migrate Specified
Person Data from existing system into new Corporate Agency Database System. The detailed process is
as below:
1. Navigate to http://irdaonline.org and login using credentials.
2. Click on SP Data Migration option present under Corporate Agent Registration Menu. This opens
a form as indicated in Fig 12.1. Checklist for corporate Agent needs to be submitted before
uploading the File for migration; else error message is displayed as indicated in fig 12.1.
Fig 12.1
3. To download template for SP Data Migration, click on ‘Click Here’ link provided at the top of the
page.
4. User has to fill appropriate data in File that needs to be uploaded. User can upload the file by
clicking on ‘Choose File’ button present against File for Upload and Update. Clicking on submit
button will process the file and generate response file as indicated in fig 12.2.
Fig 12.2
5. Response file can be downloaded by clicking on the link ‘Download Response File’. All the
records in Response File having data in Error Response column are not processed; the reason is
specified in the Error Response column. All other records having no data in Error Response
column are processed successfully. In case all of the records are invalid, then no response file is
generated, only error message is displayed on top of the page.
By clicking on ‘CA Officials Report’ option present under Corporate Agency Database Reports. List of all
the Specified persons can be populated in the grid, user can check Successfully Uploaded Records here.
Digital Signature Validation Process
Please follow the process mentioned below to validate the digital signature in your Certificate of
registration.
Step 1: Open the Certificate of registration using ADOBE PDF Reader, and go to the first page of
Certificate of registration, you will see digital signature as validity unknown with a question mark.
Step 2: Keep the cursor on "Validity unknown" right click and select "Validate Signature", then click on
"Signature Properties".
Step 3: Further click on the "Show Certificate", click on "Trust", then click on "Add to Trusted
Identities…" and click "Ok" & "Ok".
Step 4: Click on “Validate Signature” you will see digital signature as ""Signature Valid"" with a tick mark.
Kindly ensure that you are connected to internet while performing above operations