KEY FEATURES

Agent Portal has been launched on internet on 2nd Dec 2010. URL: http://agentportal.iffcotokio.co.in 1613 ID’s has been created as on date. More than 6138 times site has been visited . Features of Agent Portal

Reports• Commission Report• Claims Outstanding Report• Claims Paid report• Claims Intimation Report• Agent Premium Report

Campaigns AML GuidelinesFeed Back Option

BENEFITS

Its available on internet.

Agent can view his respective details 24*7.

Agent can take the policy print.

Agent can take the endorsement print.

Agent can view his monthly commission.

Agent can view monthly claims intimated.

Agent can search a single record across a month transaction.

LET’S KNOW MORE………

How to get ID and Password – Respective SBU has to send a service request for

creating ID and password for the agent.

– Service Request should contain Agent No.,Tie Up

No.,email Id of the agent ,phone no. of the agent.

– Once ID is created ,details for ID and Password are

sent at Agent’s email ID.

NOTE: Agent Should change password on regular

basis to ensure data security.

HOW TO LOGIN?......

Agent needs to enter ID ,password

and verification code present on

right hand side and click on LOGIN.

WELCOME PAGE

AGENT PREMIUM REPORT

Report is present on monthly basis ,agent needs to select the

month . This gives the date up to which data is updated .

Data can be exported to excel .Agent needs to click at the excel and he can save

the excel.

Download Policy:: agent can download policy PDF

and print it also

AGENT PREMIUM REPORT

AGENT PREMIUM REPORT

Agent can search for a single record in a month by selecting any

of the search criteria as mentioned

AGENT PREMIUM REPORT

HOW TO CHECK YOUR RENEWALS

You can select the month and previous year and you can check the expiry date for the policies from the premium report and

accordingly work on renewals.

RELEASED COMISSION REPORT

This Can also be exported to excel and saved ,single record can be searched

across the month.

CLAIM INTIMATION REPORT

This Can also be exported to excel and saved ,single record can be searched

across the month.

CLAIM OUTSTANDING REPORT

This Can also be exported to excel and saved, In this no month selection to be done.

CLAIMS PAID REPORT

This Can also be exported to excel and saved ,single record can be searched

across the month.

Some more Features……

Agent Portal is a step towards enhancing the service quality to our agents.

We will have more new features in coming days ………..

Enquiry over a Single Record across the year.

Brouchers, claims Forms and Proposal Forms for various products.

Agents can share their Grievances and ideas with us.

Agents can issue policies.

Agents can view underwriting manuals .

IRDA Guidelines, AML Guidelines will be available online.

Agent will remain updated about ITGI

• Various New Campaigns and there results

• Various Announcements

• News About ITGI.

A ONE STOP SHOP

THANK YOU!!

17Iffco Tokio Insurance Services Ltd.