How to Use PolicyDeals Website ? Getting Started.

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Presentation transcript:

How to Use PolicyDeals Website ? Getting Started

Step 1 – Register on PolicyDeals How to Register ? Fill up the Join Us Today section with your: Name ID City of Residence Password Mobile No. Agent Code Click on Register Tab to Proceed

Step 2 – Sign In as a Regular User Sign In To Log into PolicyDeals, please enter your: Username: ID / Mobile No. Password: As given in the mail Click on Sign In to log into your account

Step 3 – Choose a Subscription Package Choose your Plan !! After Registration, the next step is to choose the Plan which best meets your quota of Monthly Leads Requirement. Pls click on the Subscription Packages tab after logging in to proceed further

Step 4 – Choose a Subscription Package Choose your Plan !! The next step is to choose the Plan which best meets your quota of Monthly Leads Requirement. We have launched a Promotional Pack for Trial of our Rs You get additional Leads worth Rs absolutely FREE if you subscribe to this package. You are free to select other packages as well. Click on “Get me this” to proceed further

Step 5 – Choose a Payment Method Choose how you want to Pay !! Please select a favorable option for making the required payment to PolicyDeals. You can pay us by: Net Banking Credit Card or Cheque For cheque details, please write in to us at

Step 6 – Start Buying Leads Search & Buy Leads !! To start buying lead with your Balance. Please click on Search & Buy Leads tab on the Top Menu Bar. Filter the Leads by City & Products to find Leads of choice. Check the Buy column for Leads you wish to Buy and then click on “Get it Now” tab in the right hand top corner.

Step 7 – View the Lead Details My Purchases To view the details of the Leads that you have bought please click on “My Purchases” tab on the top menu bar. Here you will see the complete details of the Lead including the Mobile No. which was hidden earlier. You can now start calling and converting the Leads. The Lead details also simultaneously are passed on to your mobile in the SMS.

Other Tips to Optimize Usage

Select your Product & City Preference My Preferences To set your Product & City preferences please click on “My Account” tab on the top menu bar. Here you can customize the visibility of leads to your choice by selecting the City & Products for which you want to see Leads in the Search & Buy window. This helps scan the leads to buy much faster.