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ANANDA App: 7-Step Agent Process Guide

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Suman Darsi
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0% found this document useful (0 votes)
203 views116 pages

ANANDA App: 7-Step Agent Process Guide

Uploaded by

Suman Darsi
Copyright
© All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd

ANANDA app Process Flow: 7 steps

 Agent Login with OTP


 Download offline eKYC of Customer
 Calculate Premium
 Upload offline eKYC of Customer
 Fill up Proposal Form & ACR
 Customer has to..
 Verify Proposal Form
 Pay Premium
 e-Sign Proposal
 Agent has to.. e-Sign ACR

- [Link], Development Officer, LIC of India, Giddalur, Cell: 98664 97149


STEP: 1

Agent Login

- [Link], Development Officer, LIC of India, Giddalur, Cell: 98664 97149


Open: Ananda
App
Press:
here
Press:
here
Type: Agent Code
Number

Press:
here
Type: OTP received
by Agent

Press:
here
Completed..
Agent
LOGIN
in
ANANDA
App..

- [Link], Development Officer, LIC of India, Giddalur, Cell: 98664 97149


STEP: 2

Download
offline e-kyc
of Customer

- [Link], Development Officer, LIC of India, Giddalur, Cell: 98664 97149


Touch: here
Press:
here
Press:
here
Press:
here
Press:
here
Type: Aadhaar Number
of Customer

Type: Above Captcha

Press: here
Type: OTP received
by Customer

Press: here
Scroll up
Press:
here
1234
Type:1234
here

Press:
here
Congratulations!!
File downloaded.

File saved in
“Downloads” file
in your mobile
Completed..
Customer
Aadhaar
download..

- [Link], Development Officer, LIC of India, Giddalur, Cell: 98664 97149


STEP: 3

Premium
Calculation
- [Link], Development Officer, LIC of India, Giddalur, Cell: 98664 97149
Press:
here
Press:
here
Selected
Plan
Features

Press:
here
Select: Gender
Type: Date of Birth

Select: Policy Term


Type: Sum Assured
Select: Payment Mode
Select: if NACH
Type: Proposal Date
(DOC)
Police person: No/Yes
Select: ADDB
Type: ADDB S.A.

Press: here
Press:
here
Completed..

Premium

Calculation..

- [Link], Development Officer, LIC of India, Giddalur, Cell: 98664 97149


STEP: 4

Upload
offline eKYC
of Customer

- [Link], Development Officer, LIC of India, Giddalur, Cell: 98664 97149


Type: Mobile Number
of Customer

Type: 1234

Press: here
Press:
here
Press:
here
Type: OTP received
by Customer

Press:
here
Verify: Customer
Photo and Details

Press:
here
Completed..

Customer

Aadhaar

upload..

- [Link], Development Officer, LIC of India, Giddalur, Cell: 98664 97149


ANANDA app Process Flow: 7 steps

 Agent Login with OTP


 Download offline eKYC of Customer
 Calculate Premium
 Upload offline eKYC of Customer
 Fill up Proposal Form & ACR
 Customer has to..
 Verify Proposal Form
 Pay Premium
 e-Sign Proposal
 Agent has to.. e-Sign ACR

- [Link], Development Officer, LIC of India, Giddalur, Cell: 98664 97149


STEP: 5

Fill up
Proposal Form
& ACR

- [Link], Development Officer, LIC of India, Giddalur, Cell: 98664 97149


Write/Note:
Access-ID
on a paper.

Type: Father name

Type: Mother name

Type: email ID of
Customer
Type: Communication
Address and PIN code

Press: here
Select: Qualification
Select: Marital status

Type: Birth Place


Type: PAN number
Press:
here
Select: Occupation
Select: Nature of Duty
Select: Source of Income
Type: Annual Income

If customer is employee..
Type: Employer name
Type: Service in months
Press: here
Type: Yearly Income

Press:
here
Press:
here
Press:
here
Select: Living or Dead
Select: Relationship
Type: Age
Select: State of Health
Press: Save

Press: +
Complete Family History
Press:
here
Type: Height & Weight

Select: State of Health

Press:
here
Press:
here
Female Life Details
Type: Last Delivery Date
Female Life Details
Type: Husband Name
Occupation
Income
Husband Policies

Press:
here
Press:
here
Bank Details:
Type: Name
Account Number
IFSC code

A/c type: Savings

Press: here
Nominee Details:
Type: Name
Age

Select: Address
same as..

Press: here
Press:
here
Press:
here
ACR:

Type: Yrs. known to you

Relative?

Qualification

Political Person?
ACR:

Income Proofs

Type: Yes (or) No


Type: Handicapped?: NO
Type: NO

Type: NO

Type: NO
Type: NO

Type: Mole

Type: Height, Weight

Press:here
Press: here
Completed
Proposal
Writing..

- [Link], Development Officer, LIC of India, Giddalur, Cell: 98664 97149


Press: here
Press: here
This Proposal
ANANDA app Process Flow: 7 steps

 Agent Login with OTP


 Download offline eKYC of Customer
 Calculate Premium
 Upload offline eKYC of Customer
 Fill up Proposal Form & ACR
 Customer has to..
 Verify Proposal Form
 Pay Premium
 e-Sign Proposal
 Agent has to.. e-Sign ACR

- [Link], Development Officer, LIC of India, Giddalur, Cell: 98664 97149


STEP: 6

Customer has to..


 Verify Proposal Form
 Pay Premium
 e-Sign Proposal

- [Link], Development Officer, LIC of India, Giddalur, Cell: 98664 97149


Customer Verification Link..
was sent to email ID of Customer

Send this pdf file to your Customer.


If the Customer is a tech-savvy..
he can do.. on his own..

if Customer permits you..


You can do his work.
- [Link], Development Officer, LIC of India, Giddalur, Cell: 98664 97149
Press: here
Press: here
Press: here
Type: Access ID

Type: Captcha

Press: here
Type: OTP received
by Customer

Press: here
Press:
here
Touch: the BOX

Press:
here
Select
any
Payment
option..
Premium can be
paid through UPI:
PhonePe
GooglePay..

Type: UPI ID

Press: here
Payment
notification
sent to
respective
Mobile.

Maximum
8 minutes
time..
Payment
Success..

It is better
to wait for
20 seconds..
Processing
payment..

BOC number
allotted..
Expand
Screen..
Touch:
Here
Press:
here
Type: Customer
Aadhaar Number

Select: Aadhaar OTP


Press: here
Type: OTP received
by Customer

Touch: BOX

Press: here
Completed
Customer
e-Sign..

- [Link], Development Officer, LIC of India, Giddalur, Cell: 98664 97149


ANANDA app Process Flow: 7 steps

 Agent Login with OTP


 Download offline eKYC of Customer
 Calculate Premium
 Upload offline eKYC of Customer
 Fill up Proposal Form & ACR
 Customer has to..
 Verify Proposal Form
 Pay Premium
 e-Sign Proposal
 Agent has to.. e-Sign ACR

- [Link], Development Officer, LIC of India, Giddalur, Cell: 98664 97149


STEP: 7

Agent
e-Sign ACR

- [Link], Development Officer, LIC of India, Giddalur, Cell: 98664 97149


Press: here
Press: here
Press: here
Type: Access ID

Press: here
Type: OTP received
by Agent

Press: here
Press:
here
Type: Agent
Aadhaar
Number

Select: Aadhaar OTP


Press:
here
Type: OTP received
by Agent

Touch: BOX

Press:
here
Agent e-Sign
ACR
completed..

Proposal
Number
allotted..
Press: here
Congratulations..

You have done a


great job...

- [Link], Development Officer, LIC of India, Giddalur, Cell: 98664 97149

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