Bangalore Regional Office RO Code :

Trainings Conducted during the Year Sl No. Period of Training No. of days No. of Participa ntParticpant DetailsSubject Agents Product Navigation in CWISS AgentAgent Portal APEP Managers & InchargesUpdates on CWISS AgentAgent Portal APEP ManagersCWISS AgentAgent Portal MO InchargesCWISS APEP ManagersIncentive Briefing to Development Officers AO(D) & AM(D)CWISS

Key Performances of BSS HardwareSoftware Procuring Hardware (Printer, PC, Scanner, laptop, etc). Co-ordinating with Network Team, SIFY Team, DMS Team, VPN Support and TRIMAX Team Maintenance of Hardware(AMC). Technical Support on Hardware for the Offices. Insurance for RO Hardware Items are maintained by RO ITD only. Attending and Resolving Various Hardware Issues at Regional Office and Claims HUB. Attending Various Issues / Tickets of the Operating Offices. Scroll Tickets – Getting Approval from RM Technical and RM Overseeing. Followup with HO/TCS for various Tickets. Followup with Users for Solved/Pending tickets(Tool). CRM Module SR Requests - followup. Website Updation & Call Center Details for Bangalore RO. Support for Online Portals (Agent, Broker, Dealer, Development Officer).

Every Month we are Sending the Monthly Renewal Lists to all the Development Officers, AO(D) & AM(D)’s, Micro office Incharges, Branch & Divisional Incharges / Renewals above 5 Lakhs to Regional Managers and RO Departmental Heads / Renewals above 25 Lakhs to DGM. Every Month we are sending the Missed out renewals to all the MOIC / Branch / Divisional Incharges. For Motor Incentive, We are have developed an Tool at RO, and we are doing the Entire Process at Regional office and we are giving the Data to Operating Office to check and release to the Agents, we are releasing the Prize Amount in time. Portal Training to Agents / Broker and Dealers. Our Team Member, Mrs. Lokeshwari is uploading the Tender Document for all insurance Quotes relating for our Bangalore RO. On behalf of all Branches / Divisional Offices she is uploading the Tender Requirements (Including Technical Specification and Commercial Pricing) and we have got many of the tenders. Our Team Member Mr. Kiran is handling the User Level Permissions in CORE and he handles the Hardware for our Bangalore RO. He handles the Dealer Portal, ID Creation and DMS Support. He is one who handles the Tata Docomo Data Card and we have centralized the payment at RO from September We have 52 Data Card Connections. Special Efforts by our EAM to support RO Management on MARKETING

Corporate Portal Pending for more than 6 Months from HO for M/s. Medi Assist and M/s. FHPL. Claims Upload for Dharmasthala Monthwise Missed out Renewals List is Needed, atleast provide facility to generate the same at our end. Corporation Bank Mediclaim Policy – CR is Pending. CSC Portal Re-mapping is Pending for Bangalore RO. Bangalore One & Karnataka One Portal Bangalore RO Specific Business Requirements

In Any Testing, Please include one member from RO BSS, in future. Link Issue, If any Line is Down it has to automatically switch to SIFY, now its not happening. Allowance to BSS Members to be increased. It’s a Long Pending Requirement of BSS Members. Whenever any Issue (Global Problems) Arises in CWISS, that has to be communicated immediately to RO BSS. For these type of Issues also the Core Support Team at HO is asking us to send a . Please instruct them to avoid such type of things in future. Previously some of the Issues are resolved without Tickets at Core Support Team(100901) now they are not at all attending any core issues. They are telling that please raise Ticket and assign it. Then why the Support Team is Required at HO? Frequently we have got s from HO Fire tech requesting us to do the Classification on Dwelling Risk based on the Policies issued for our entire RO and recently they have asked the policies which are having more than 50% share of New India and the ICR%. Both the reports are easily available and they can take from Backend and mere waste of time for all the RO’s. Premium register of Entire RO we want the Data to be uploaded in Server with all the details(everymonth). Expectations from HO IT Team

Suggestions for Improving Resetting of ID Passwords, DMS Passwords and CWISS Passwords. Its taking our time, please create one facility that user himself has to reset. Single Sign on. Procuring New Systems for RO,BO,DO as most of the systems are outdated. Employees frequently complain of their systems being really slow. Most of these systems have 2 GB and less RAM and old processors. Whenever any received by Tech Support, they are looping RO BSS. Please avoid in future. Since the Office id is Active and they have to sent to respective Official ID Only. Document Store Usage – Write-up is Needed Any Circular, Please share one to our Team. Under Portal Performance Report, Date of Creation, Contact Details, Cell No. ID can be added for easy Followup. Important Circulars and Documents should be placed on Server( ) for ease of users. Claim Status of any Claim should be made visible on Online by giving the Policy Number.