Data Entry

Agent Details Insured Personal Details Proposer Personal Details eIA Details Proposer Address Details LA Address Details Nominee Details Age Proof Details Insurance Plan Detail Rider/Insurance Plan Extension Details Bank Details Mandate Details LA Minor Details Life style Of Insured Medical Details Of Minor (If Applicable) & Life Assured Advisor Report

Agent Details Not Required (Only to be entered if available on the Form). Select the quote number to be selected Not Required (Only to be entered if available on the Form) Not Required (Only to be entered if available on the Form) Not Required (Only to be entered if available on the Form) Not Required (Only to be entered if available on the Form). Not Required (Only to be entered if available on the Form). Check Photo on Form “Yes” Or “NO”* 6 Digits, to be entered as per the App Form.* 6 Digits, to be entered as per the App Form.* 3 Digits, To Be Entered As Per the App Form* It Will Be Available In “Receipt”* USM/SSM Code, Verifier Code Not Required (Only to be entered if available on the Form) It Will Be Available In “Receipt” * It Will Be Available In “Receipt” * To be Mentioned As Per The Form. If The Data Is Not Available Then Select It As “URBAN”* NOTE: All points mentioned with * are important fields. Unless the mandatory information is updated, the next page cannot be accessed.

Personal Details If “Yes” Client ID has to be mentioned.* If the customer is NRI then the next set of fields are mandatory).* If “Yes” Proposer Details Required, If “No” Select “No”* Title,First Name,Middle Name,Surname & DOB Entered As Per Form. Entered As Per Form If Response is “Yes”, Client ID has to be mentioned.* Entered As Per Form Entered As Per Form This Tab Has To Be Updated If The LA & Proposer As Different. If They Are Same Then Update The Proposer Details In The Personal Details TAB. Entered As Per Form(If the customer is NRI, Email account is Mandatory) Entered As Per Form Entered Exact As Per Form Entered As Per Form Father/Spouse Name, Gender, Marital Status Father/Spouse Name, GenderMarital Status Father/Spouse Name, GenderMarital Status Entered As Per Form Entered As Per Form Pan No. & UID Entered As Per Form or From Proofs Provided* Enter If Its Provided on Form

E-IA Details Entered As Per Form, If “Yes” Then If “No” Select As Per Option EIA Account number is Mandate Email Id Associated With The Insurance Account Has To Be Entered

Proposer Address Details Address to be updated after cross checking the Supportive Documents with the Application form.* Enter Pin Code & Press “TAB” City & State Will Generate Select “Yes” or “No” As Per Form Mobile No.,Email Id & Other Info. Enter As Per Form

Nominee Details Number Of Nominee Nominee Share In” %” Relation Appointee Details(3rd Party Assigned For Nominee, If He /She Is Les Than 18 Years/Minor

Age Proof Details If Document Is Self Attested Select As Per Supportive Document Select The Purpose If “DOB” Matched With Document Provided

Insurance Plan Details Select As Per Form From Dropdown Entered As per Form/Illustration Entered As per Form/Illustration Entered As per Form/Illustration Entered As per Form Entered As per Form/Illustration Entered If Its Given In Form (Waiver of Premium) Proposer and Life Assured should be the same

Rider/Insurance Plan Extension Detail Enter If Mentioned In the Form Enter As Per Form Enter As Per Form Enter As Per Form

Bank & Payment Details Enter As Per Form & Bank Proof Submitted Enter Only When “ECS” Mode Is Selected Enter The Detail Only If Credit Card Payment Is Selected

Mandate Details Form & ID Proof Needs To Be Verified For Information.* Income Proof Needed When Premium is More Than 1 Lakh IF “REP” Given “Yes” Entered Mentioned Details

LA Minor Details These fields are to be captured if the Life Assured is 18 years or below Capture all the details as per the application form.* Family History: Update the information as per the form. All details to be mentioned as per the form to understand the health status. Personal details: Update the information as per the form. The physical information of the minor candidate like height, weight etc., have to be mentioned. Insurability declaration for the life to be insured – Minor: Update the information as per the form. This includes the health status declaration. All the information regarding any possible health issues and diagnosis have to be updated as per the form.

LA Minor Family Details These fields are to be captured if the Life Assured is 18 years or below. Insurance history of Minor’s family: Update the information as per the form. All details to be mentioned as per the form to understand the family’s insurance. Insurance details of Minor’s family: Update the information as per the form. All details to be mentioned as per the form with information of insurance details. Minor’s Insurance Details Has To Be Entered As Per Form

Life Style Of The Insured All Fields to be captured as per the Application form. This will help us identify the kind of person we will be insuring by understanding the life style. * All Yes/No Questions to be answered as it is mandatory. All Yes/No Questions to be answered as it is mandatory.

Medical Details Of Minor (If Applicable) & The Life Assured These fields are to be captured if the Life Assured is 18 years or below. These fields are to be captured if the Life Assured is 18 years or below. All Fields to be captured as per the Application form. This will help us identify the kind of person we will be insuring and health condition of the insured.* All Yes/No Questions to be answered as it is mandatory. Medical Details Of Life Assured

Insurance Advisor Report All Fields to be captured as per the Application form All Fields to be entered as per whatever is available from the Application Form.* These details will be filled by the Advisor post discussions with the client.* Name, Gender, Illustration details are mandate.* All Yes/No Questions to be answered as it is mandatory.*