Mobile App operations

Bundle Policy is only for New Car & Bike

Only for third party insurance

Only for OD policy if third party ins is continue

Policy purchase after 1 sept 2018

Renewal of old pol before 1/9/18 or without PA pol

Choose any one

option as per vehicle
status Step 1--Click on + Sign
 For NEW Vehicle
For New New 4 W CAR
• Package policy - (3 yrs OD & 3 Yrs TP)
discontinued w.e.f 1st August’20.
• Bundled policy - (1 year OD & 3 Yrs TP) continues.

For New 2 W Bike

• Package policy -(5 yrs OD & 5 Yrs TP)
discontinued.
• Bundled policy -(1 year OD & 5 Yrs TP) continues.
 For OLD Vehicle
For New 4 W CAR
• Package policy – (Both OD & TP) for old pol before
1/9/18.
• Motor OD Policy – (Only OD) for old pol after
1/9/18, if TP is still in force.
• Motor liability policy- (Only TP) We are not selling
as no commission payable.
• Bundled policy – Not applicable for old vehicle.
Don’t Change any details
in Branch details
Click On Basic details
 Choose option Private car / Motorised -Two Wheeler

Choose proposal type from options ( Fresh/ Renewal of Others/ Renewal

w/o prev Ins/ Renewal of SGI)
Policy Tenure -1 Year

Fill the previous insurer details for renewal.

Fill the previous insurance policy details if applicable

Refer to previous policy

If any claim made in previous years enable the

option .
If previous policy is Nil Dep enable the option

Enable if ownership is changed

Type Vehicle Engine No

Type Vehicle Chassis No

Choose REGD.DT

Details captured auto filled

 Type RTO Code and click on search

RTO name auto captured

Type Registration No (ex MP-00-VV-0000)

Breaking shows “Yes” when policy Is lapsed

Choose the name salutation

Type vehicle owner name

Type customer Address

Alternatively, if location
Click on search and choose state Pin code is typed, it auto
captures city and state
Click on search and choose city
Type Pin and click on search it will auto
captured the city and state

GSTIN No is
required if
vehicle is
PAN No . /
purchased on
AADHAR No. /
firm name
EIA No . Is non
Mandatory

Mobile No is mandatory

Email Id is mandatory
 If Vehicle is financed
then details required
otherwise ignore

For Vehicle code - select

“Make & Model /
Variant”

Step 1—Search with Make

Step 2—Search with Model / variant

Rest details filled

automatically
 IDV can be changed 5% + or –
If IDV is higher , refer to
underwriter

NCB as per chart

Advisable to
Ignore
Option to choose Nil Depreciation Yes
or Ignore

Discount is applicable
OD premium only

Special discount is
applicable only for
Add on
 Fill the nominee
details (For PA).
Appointee details if
nominee minor.

Pre inspection is mandatory

incase of Break in pol (expired
pol) & NIL Dep Pol. Ins cover
starts from T+2 days
Click on proceed
DASHBOARD OF THE AGENT
CONTAINING ALL THE PROPOSALS
MADE BY HIM

SEARCH OPTION
(Yellow) PROPOSAL IS READY FOR PAYMENT

(Red) PROPOSAL IS HAVING SOME ERROR

POLICY IS PUNCHED (

TOUCH HERE TO CREATE NEW PROPOSAL

 For pre-inspection

View proposal
details

Red Triangle Indicates

error.
Long press to get
above icons

Edit the
proposal details
 Payment
Icon

Documents 3 & 4
to be uploaded
PAYMENT OPTIONS AVAILABLE WHEN PAYMENT IS MADE
THROUGH CD ACCOUNT

Only online
payment
allowed .
 Click to
After successful payment Green icon will appear download
policy bond

Share the link to

customer for
download the policy Green Color
reflect clear
policy login
POLICY PDF
FOR BREAK IN & Nil Depriciation WHEN PROPOSAL ID IS VIEWED, APP
CASES RED SYMBOL SHOWS THAT SHOWS THE ERROR MESSAGE OF PRE
THERE IS AN ERROR IN THE INSPECTION
PROPOSAL
LONG PRESS THE PROPOSAL ID, Pre
Edit
APP SHOWS THE ICON OF PRE Inspection PRE INSPECTION SCREEN
INSPECTION SCREEN
WHEN THE DETAILS ARE ENTERED, PHOTO OF FRONT SIDE OF THE
ICON OF CAMERA GETS ENABLED VEHICLE

Press to activate camera

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
 % DEPRECIATION 
AGE OF THE VEHICLE
FOR  FIXING  IDV

Not exceeding  6 months 5%

Exceeding 6 months but not exceeding 1 year 15%
Exceeding 1 year  but not exceeding  2 years  20%
Exceeding 2 years  but not exceeding  3 years  30%
Exceeding 3 years  but not exceeding  4 years  40%
Exceeding 4 years  but not exceeding  5 years  50%
% OF  DISCOUNT
NCB SLAB  ON OD PREM
No claim made or pending during the preceding full year of insurance  20% 
No claim made or pending during the preceding 2 consecutive years
25% 
of insurance 
No claim made or pending during the preceding 3 consecutive years
35% 
of insurance 
No claim made or pending during the preceding 4 consecutive years
45% 
of insurance 
No claim made or pending during the preceding 5 consecutive years
50% 
 COMPULSORY
  Compulsory Deductibles under OD Sec- TYPE OF VEHICLES
DEDUCTIBLES Rs
  Private Cars including three wheelers rated as Private Cars <1500 cc 1000/-
  Private Cars including three wheelers rated as Private Cars >Exceeding 1500 cc 2000/-
  Motorized 2 Wheelers. 100/-
ANNEXURE - I (DOCUMENTS TO BE OBTAINED IN CASE OF PACKAGE POLICIES)
Old Vehicles
Documents Fresh Renewal W/o Prev.
Renewal of SGI Renewal of Others
Insurance
4 Pager Proposal
YES (Not Required In Mobile App/ Collaborator)
form
Invoice / Delivery
YES NO If MISP, Then Mandatory
Challan
SGI Covernote / JPR
Propsoal / E- YES If Already Issued
Proposal Copy
RC NO NO YES YES
Previous Insuance
NO
Copy NO NO One is Mandatory
Renewal Notice
NCB Reserving Not
Not Mandatory Not Mandatory Not Mandatory
Letter (In original) Mandatory
 Click
Here

Click on
options
New user login the policy
and details not seen on
screen
Enable the
option

Login Policy details reflect on dashboard

THANK YOU