Agency Licensing Portal
Agency Licensing Portal
FUNCTIONALITY
IRDAONLINE.ORG
IRDA
III
Agent Training
Institute
Ins. Co.
(Development
Officer)
EXAM
Service Provider
----------------------1.Care-Site
2.Tech Support
Designated
Person
(Ins. Co.)
Agent Registration
Portal
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
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
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
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
• 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
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
• 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 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
• 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
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