Professional Documents
Culture Documents
FUNCTIONALITY
IRDAONLINE.ORG
IRDA
I I I
EXAM
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 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
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
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
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
IRDA LOGIN
CareSite Common
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
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
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
Print Certificates
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)
Quick View
View details of a given license General Info Agent Info Business Info Training Info Test Info
States
Provision to update name and region or view the details
Move Districts IRDA can move any district from one state to the other
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
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
Recall Cancellation
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
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