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LIFE INSURANCE MANUAL

Learn how to create, submit, and manage client details for life insurance applications efficiently in the Intra Rathi portal. Follow detailed steps for a successful data upload and policy management.

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LIFE INSURANCE MANUAL

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  1. LIFE INSURANCE MANUAL Please log on Intra.rathi.com Enter Login ID & Password Main Index column reflects on left side

  2. Click at Distribution Option

  3. Click at Life Insurance App

  4. Create Client Details

  5. Click at Add New Client

  6. Fill the details as per following and click at save to create new client details

  7. Click to Login Transaction

  8. Input GST % as 18 Login Rm to Select Location / Nearest Location Based on Location IRDA Certified RM Name displayed in Dropdown, Select anyone Upload Appl / Proposal form Upload Illustration Upload Policy Comparison , if available. Upload Mandate Letter, if available.

  9. Once all the required details are filled please click on Submit Button

  10. After Clicking on the submit button this Message will pop up which means data has been success fully uploaded

  11. Option to view Policies Status

  12. Option to view Policies Status

  13. View Policies Status Report

  14. Choose the options as per requirement

  15. Policy Renewal Data

  16. Policy Lapsation Data

  17. Product/Policy WIP detail

  18. All Company Product/Policy WIP

  19. Fixed Deposits/ Bonds Manual Please log on Intra.rathi.com Enter Login ID & Password Main Index column reflects on left side

  20. Click CRM to get the FD applications

  21. Selection of category “FD “ List of Application Softcopies

  22. Mapping of Client under Transaction Menu

  23. Click to Login Transaction

  24. Click to calculate Revenue against Transaction Details Click save after feeding the Transaction Details

  25. 1. Yes – To save another Transaction 2. No – To further process

  26. View of all Transaction

  27. View of Transaction List

  28. Final Transaction List

  29. HEALTH INSURANCE TRANSACTION

  30. Click at “Add New” button to create client in system

  31. 1.Click on ‘Add New’ button to create a new client.

  32. While Creating Client please choose as per below1. Client Type – Retail2. Group Name – Retail ClientAfter filling all the fields, save the entry

  33. Policy receipt entryLeft Menu > Underwriting > Policies > Add new transaction

  34. Revenue credit will be given as per Employee code mentioned here Policy Transaction entryLeft Menu > Underwriting > Policies > Add new transactionFill the details of ClientUnder product Details, at Insurer name option choose Health Insurance company nameChoose the IRDA License holder name from listService RM Employee ID needs to be mention for business revenue credit

  35. Brokerage rate needs to be mentioned as 15% Transaction entry continues…..Brokerage rate need to be mention as 15% (Maximum)Click at Submit

  36. Update Policy DataClick at update policy data option

  37. Post to Click Update Policy data option below screen will be display

  38. A. Fill the Policy detailsB. Fill Premium AmountC. Fill commission as 15%

  39. A. Fill the details of Insured personB. Upload Policy Documents – Proposal Form, Policy Copy & QCR onlyC. click to Submit. Transaction will be saved

  40. For Reports:1. Reports Option2. Login Hierarchy Report3. Choose Date & Click at Generate

  41. Transaction Entry report - Left hand side bottom

  42. MUTUAL FUND ENTRY IN INTRA RATHI • Please log on Intra.rathi.com • Enter Login ID & Password • Main Menu column reflects on left side

  43. Select the option Distribution and then Mutual Fund

  44. Click on GO Click on go Then Click on OK

  45. Enter Pan Number which is NOW MANDATORY

  46. In case MF RM CODE is same that of existing MF RM Click on CONTINUE . Incase differs , the change in client code mapping request in prescribed format to be sent to sandeepupadhyay@rathi.com before doing transaction entry .The format is in next slide. It will display the currently mapped to RM code for EQUITY It will display the currently mapped to RM code for MF

  47. Format for change in client code mapping request

  48. In case of NO Records Found , There can be two possibilities Either the Client has ONLY Equity account with us ( MF NOT done prior) OR is NEW Client for MF. (Equity and MF BOTH NOT done prior). In both cases, go back to Main Menu

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