Details Required for Online Policy thru ANANDA Module

1 Full Aadhar Card Number of Client

2 OTP for Client from Aadhar (just 60 seconds for Login)
3 Share Code for Ekyc File (Last 4 digits of Aadhar)
4 Agency Code
5 OTP for Agent Login in ANANDA
6 Plan No – Premium
7 Date of Birth as per Aadhar Card
8 Male / Female
9 Sum Assured
10 Yly / Hly / Qly / Mly (For Mly 2 Due to Paid)
11 NACH? (Check the whether the Bank is Eligible for NACH)
12 Policy Term
13 Premium Paying Term
14 Date of Commencement (For Dating Back) (NACH Dates: 7 / 15 / 22 / 28)
15 Police Personnel?
16 Accident Benefit AB / ADDB?
17 AB/ADDB Sum Assured
18 Client Mobile Number (Linked with Aadhar)
19 Share Code for Ekyc File (Last 4 digits of Aadhar)
20 OTP from Client for uploading Ekyc File to ANANDA
21 Premium Details = Match with presentation already given
22 Note Access Id of the Proposal
23 Inform Details of Aadhar Card to Client
24 Father Name with Initial
25 Mother Name with Initial
26 Communication Address in Full with Pin Code (Invalid Pin Code=Not Possible)
27 Email Id of Client
28 Occupation
29 Nature of Duty In Same Line Example: Business/Business/Business
30 Source of Income
31 Annual Income
32 Name of the Employer
33 Length of Service Completed in years
34 Are You Income Tax Assessee?
35 Are You Registered under GST Act?
36 Educational Qualification
37 Marital Status
38 Name of the Spouse
39 Place of Birth
40 PAN Number
 Details Required for Online Policy thru ANANDA Module
41 Income Proof
42 Tax Bracket % = 5 / 20 / 30
43 Total Yearly Income
44 Settlement Option for Maturity / Death Benefits
45 Are you Pregnant?
46 Date of Last Delivery
47 Husband Name with Initials
48 Husband Occupation / Income / Insurance details
49 Height in Cms Weight in Kgs
50 Family History = How many Alive / Dead with Age and Cause of Death
51 Father / Mother / Brother / Sister / Wife / Husband / Son / Daughter
52 Bank Details = IFSC A/C No
53 Name of Account Folder as per Bank Pass Book
54 Nominee Name with Age Relationship
55 Appointee Name with Age Relationship
56 Appointee Mobile no & Email Id
57 Covid Vaccination details, Date of First Dose / Second Dose / Name of Vaccine
58 Client OTP for Verification from LIC
59 Client OTP from Aadhar for E-Sign
60 Check the Review Slip from Branch, Before Numbering
61 Generate FPR (First Premium Receipt) from inquiry Option in ANANDA
GENERAL GUIDELINES BEFORE STARTING ONLINE POLICY UNDER ANANDA
1 Check Aadhar Details for Accuracy (Full Name, Initial, D.O.B)
2 Old Address in Aadhar Not a Problem, Provision for New Address is Available
3 Check Mobile Number Linked with Aadhar is available for OTPs
4 NO MODIFICATION OF DETAILS (TAKEN FROM AADHAR) ALLOWED
5 Always tell Two, Two Numbers while telling OTPs
6 Decide the Plan, Term, PPT & Riders in Advance (Note the Premium)
7 Check the SUC (2years P.P) for Eligibility under Non-Medical Schemes
8 Only STD Lives are Eligible under ANANDA (NO Operation/Accident/Disease
9 NO Third-Party payment Allowed (Only Family Members)
10 After Customer Verification and Payment, WAIT for UPDATION – 2/3 minutes
11 For NACH, Check the Client’s Bank Eligibility in advance with NPCIL
12 Wrong Details in Aadhar Cases can’t be Completed under ANANDA (e-seva)
13 Processing Time depends on Website Traffic, Internet Speed & Details in Hand
14 Send Qualification / Income Proof to SBM for supporting NMS / NMG (Prof)
15 Ask for Review Slip from the Branch before Numbering it (Dating Back Change)
16 Send First Premium Receipt thru Send FPR option under Inquiry Menu
17 Cross Check with the Policy Holder about e-Policy, FPR
18 Check whether your client receive the Original Policy Bond
19 Modification can be done thru P.S Module for Address/Mobile No Correction
20 OTPs for Client (from Aadhar = 2, LIC = 2) NvM / Jan 2022