LOG IN SCREEN USER ID & PASSWORD TO BE

ENTERED
DASHBOARD OF THE AGENT
CONTAINING ALL THE PROPOSALS
MADE BY HIM

SEARCH OPTION
PROPOSAL IS READY FOR COLLECTION

PROPOSAL IS HAVING SOME ERROR

POLICY IS PUNCHED

TOUCH HERE TO CREATE NEW

PROPOSAL
 SEACRH OPTION

PROPOSAL ID

INSURED NAME

INSURED MOBILE NO.

INSURED EMAIL ID

RISK INCEPTION DATE

STATUS OF THE PROPOSAL

DASHBOARD OF THE AGENT PROPOSAL GENERATION SCREEN

BASIC DETAILS

AFTER
SELECTING
+ ICON
PRODUCTS AVAILABLE PROPOSAL TYPES AVAILABLE
POLICY PUNCHING OF FRESH NEXT TAB IS REGISTRATION
PROPOSAL DETAILS
REGISTRATION DETAILS WILL BE
ENTERED IN THIS BLOCK
NEXT TAB IS INSURED DETAILS
POLICY PDF WILL BE SENT TO THIS
GIVEN EMAIL ID & A TEXT
MESSAGE WILL BE SENT TO THIS
MOBILE NO.
 NEXT TAB IS VEHICLE DETAILS

NEXT TAB IS FINANCIER DETAILS ONLY MAKE & MODEL WILL BE

SELECTED & EVERY OTHER
DETAILS WILL BE AUTOMATICALLY
FETCHED INCLUDING IDV
NEXT TAB IS COVERAGE DETAILS NEXT TAB IS NOMINEE DETAILS
WHEN ALL THE DETAILS ARE
PROPOSAL ID CAN BE SEARCHED BY
ENTERED, A PROPOSAL ID IS
SEARCH OPTION AS SHOWN EARLIER
GENERATED AFTER CLICKING ON
DONE BUTTON
WHEN THE PROPOSAL ID
VIEW OPTION
IS CLICKED, 4 OPTIONS
WILL BE AVAILABLE EDIT OPTION

PRE INSPECTION SCREEN

PAYMENT SCREEN

READY FOR COLLECTION

PREMIUM CAN BE CHECKED BY WHEN PAYMENT OPTION IS
CLICKING ON THE VIEW BUTTON CLICKED, APP WILL ASK FOR
UNDER PREMIUM DETAILS TAB TRANSACTION PASSWORD
PAYMENT OPTIONS AVAILABLE WHEN PAYMENT IS MADE
THROUGH CD ACCOUNT
APP SHOWS THE PREMIUM
GREEN SYMBOL SHOWS THAT POLICY
DEDUCTED & THE CD BALANCE
IS GENERATED
AVAILABLE
WHEN PROPOSAL ID IS SELECTED,
IT SHOWS 2 OPTIONS

VIEW OPTION

POLICY
PDF CAN
BE
VIEWED
POLICY PDF
FOR BREAK IN CASES WHEN PROPOSAL ID IS VIEWED, APP
RED SYMBOL SHOWS THAT THERE IS SHOWS THE ERROR MESSAGE OF PRE
AN ERROR IN THE PROPOSAL INSPECTION
ON SELECTING THE PROPOSAL ID, PRE INSPECTION SCREEN
APP SHOWS THE ICON OF PRE
INSPECTION SCREEN
WHEN THE DETAILS ARE ENTERED, PHOTO OF FRONT SIDE OF THE
ICON OF CAMERA GETS ENABLED VEHICLE
PHOTO OF RIGHT SIDE OF THE
VEHICLE
PHOTO OF LEFT SIDE OF THE PHOTO OF THE ENGINE
VEHICLE COMPARTMENT OF THE VEHICLE
PHOTO OF THE UNDERCARIIAGE PHOTO OF WINDSHIELD OF THE
OF THE VEHICLE VEHICLE
PHOTO OF ODOMETER OF THE PHOTO OF ENGRAVED CHASSIS OF
VEHICLE THE VEHICLE
PHOTO OF DICKEY OF THE VEHICLE PHOTO OF EXECUTIVE WITH THE
VEHICLE
 AFTER UPLOADING ALL THE PHOTOS,
EXTRA PHOTOS OF PI REPORT DONE BUTTON WILL BE CLICKED
WHICH WILL SUBMIT THE SURVEY
REPORT
PRE INSPECTION ID WILL BE
GENERATED

THIS PRE INSPECTION ID WILL BE

AUTOMATICALLY DISPLAYED ON THE
SCREEN OF PI TEAM (HO)
THIS WILL BE APPROVED BY THE PI TEAM
& USER CAN CONTINUE TO PUNCH THE
POLICY
ADDITIONAL FEATURES OF
MOBILE APPLICATION

TRANSACTION HISTORY

REMITTANCE

RENEWAL

PREMIUM CALCULATOR

CHAT
LOCATOR

SETTINGS
TRANSACTION HISTORY REMITTANCE
RENEWAL PREMIUM CALCULATOR
CHAT BRANCH LOCATOR
LOCATING THE BRANCH
STATE LOCATING THE BRANCH CITY
 SETTINGS – FOR CHANGING THE
APP SHOWS THE BRANCH PASSWORD
ADDRESS WITH CONTACT
DETAILS
THANK YOU