AGENT
Automated General & LifE Insurance TraiNing Tracker System
Automated platform to help Bancassurance Distributors to cater to digitally onboard the sales force.[/asvc_list_item][asvc_list_item icon_fontawesome=”” icon_spacing=”0px”]
Automated platform to help Bancassurance Distributors to cater to IRDA Certification Process digitally for their sales force.[/asvc_list_item][asvc_list_item icon_fontawesome=”” icon_spacing=”0px”]
Free up individuals from menial, repetitive tasks and allow them to focus on processes that add value to the business.[/asvc_list_item][asvc_list_item icon_fontawesome=”” icon_spacing=”0px”]
Reduced overheads & accurate communication with IRDA.[/asvc_list_item]
Win over your challenges with Agent
AGENT (Automated General & Life Insurance Training Tracker) is a platform that empowers its beneficiary to automate IRDA certification process so that RM will be able to certify themselves digitally on time.
Features
- AGENT – Automated General & LifE Insurance TraiNing Tracker System
- Automated and Browser Based Solution
- Solution for scheduling IRDA Examination and its Training for Sales Team
- Step by Step Process Flow for ‘Without NOC’ (Uncertified RMs) and ‘With NOC’ (Newly Joined Certified RMs) as per Bank and IRDA requirements.
- Generation of Annexure 3 and 5 Documents to get the final IRDA Certificate
- Step by Step Process Flow for Exiting Sales Team as per Bank requirements.
- Generation of No Object Certificate (NOC) Letter (For Exiting RMs)
Benefits
User friendly Self Explanatory User Interface
Digital Onboarding of Sales Team
Digital Scheduling of Training, Examination & Issuance of IRDA Certification
Make/Checker Based Process Flow for Certification
Integration with IRDA Certification Portal for URN Generation, Training Schedules, Examination, Exam Results & IRDA Certificate Generation.
Follows all the security standards as required by Banks & IRDA