AGENT

Digitized platform to enable Banks automate On-Boarding & IRDA certification process for their Insurance Distribution SalesForce
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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

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  • 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

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Digital Onboarding of Sales Team

Digital Scheduling of Training, Examination & Issuance of IRDA Certification

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Make/Checker Based Process Flow for Certification

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Integration with IRDA Certification Portal for URN Generation, Training Schedules, Examination, Exam Results & IRDA Certificate Generation.

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Follows all the security standards as required by Banks & IRDA