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Agent Portal

AGENT PORTAL

Login page for agent portal from our star health website

Click partners corners

Agent portal will be displayed

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AGENT PORTAL

URL FOR AGENT PORTAL

http://www.portal.starhealth.in/agent/default.aspx

For the first time users a simple registration process is prescribed as under

For new registration users following particulars are to be entered:

Agent code
Pan No
Email id
Mobile No

Which are mandatory

Once the data is entered click Register button

If the registration is successful then the Password will be sent via registered SMS and Email
id of the Agent

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AGENT PORTAL

Agent can log into Portal by entering the Agent code and password

After Login Comparison sheet for SCRC and Collection of Customers Correct E-mail id
and Mobile no message will be populated as default page.

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AGENT PORTAL

Personal Details of Agent

Six menus in agent portal.

1. Business Details

2. Renewals

3. Commission

4. Claims Details

5. Feedback/suggestions

6. CMD Message

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AGENT PORTAL

Business Details

Sub menu

1. Premium report

2. Receipt report.

Business Details Premium Report

In the above screen

Date From To be entered


Date To To be entered
Report Type To be chosen from drop down

Four report type


1. Premium report
2. Product wise
3. Office wise
4. Fresh and renewal report

Based on the inputs given the reports will get generated

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AGENT PORTAL

1. Report Type Premium Report

Premium collected for the period will be displayed.

2. Report Type Product wise

Display the premium product wise.

3. Report Type Office wise

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AGENT PORTAL

Display the premium office wise.

4. Report Type Fresh & Renewal Report

Display the premium for fresh and renewals.

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AGENT PORTAL

Business Details Receipt Report

In the above screen

Date From To be entered


Date To To be entered
Report Type To be chosen from drop down

Three report type


1. Non converted receipt report.
2. Non converted policy report.
3. Exception report.

Based on the inputs given the reports will get generated

1. Report Type Non converted receipt report

Display the details of receipt which are non-converted proposal

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AGENT PORTAL

2. Report Type Non converted Policy report

Display the details of policy which are non-converted.

3. Report Type Exception report

Display the details of receipt which are non-converted proposal

Renewals

Sub menu

1. Policy Renewals
2.Cancelled Policies
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AGENT PORTAL

3.Renewal MIS
4.Renewal Upsell

Renewals Policy renewals

Month To Be Chosen From Drop Down

Year To Be Chosen From Drop Down

Report Type To Be Chosen From Drop Down

Three report type


1. All
2. Renewed
3. Not renewed
Based on the inputs given the reports will get generated

1. Report Type All

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AGENT PORTAL

Display the details of all the renewed and not renewed policy.

2. Report Type Renewed

Display the details of only renewed policy.

3. Report Type Not Renewed

Display the details of only not renewed policy.

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AGENT PORTAL

Renewals Cancelled Policies

Date From To Be Entered

Date To To Be Entered

Display the details of the cancelled policies.

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AGENT PORTAL

Renewals Renewal MIS

Month To Be Chosen From Drop Down

Year To Be Chosen From Drop Down

Display the current and previous year details of the policy.

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AGENT PORTAL

Renewals Renewal Upsell

Month To Be Chosen From Drop Down

Year To Be Chosen From Drop Down

Products To Be Chosen From Drop Down

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AGENT PORTAL

Display the policy details which are to be renewed and also shows the premium for
the next 2 high slab sum insured.

Commission

submenus

1.Commission details
2.Commission recovery details
3.TDS certificate

Commission Commission details

Month To Be Chosen From Drop Down

Year To Be Chosen From Drop Down

Display the commission details of the agent.

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AGENT PORTAL

Commission Commission recovery details

Month To Be Chosen From Drop Down

Year To Be Chosen From Drop Down

Display the commission details collected by the agent.

Commission TDS certificate

Quarter To Be Chosen From Drop Down

Year To Be Chosen From Drop Down

Can download the TDS certificate.

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AGENT PORTAL

Claims Details
sub menu
1. Intimated Claims
2.Claims Paid Statement
3.Claims Outstanding

4. Customer connect

Claims Details Intimated Claims

Date From To be given


Date To To be given

Intimated claims details will be displayed.

Claims Details Claims Paid Statement

Date From To be given


Date To To be given
Report type to be given (Paid statement, Closed claims, Rejected claims)

Paid statement - Claims which are paid will be displayed.

Closed claims- Claims which are closed will be displayed.

Rejected claims- Claims which are rejected will be displayed.

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AGENT PORTAL

Claims Details Claims Outstanding

Date From To Be Given


Date To To Be Given
Report Type To Be Given

Claims which are yet to be processed will be displayed (after ROD)

Claims Details Customer connect

Date From To Be Given


Date To To Be Given
Report Type To Be Given

Based on the inputs given the report will get generated

Four Action type

1. All Display the details of all the intimated claims.


2. Assigned-Display the details of the claims which are assigned for next action.
3. Not assigned-Display the details of the claims which are not assigned for the
action.
4. Closed-Display the details of the claims which are closed after the action.
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AGENT PORTAL

Add customer connect

The agent can inform the delayed processed claims to the corresponding group by
selecting the type of issue (Delay, Quantum distribute, Query, Rejection) with
mobile no, email ID, remarks which are mandatory.

Feedback/suggestions

CMD Message

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