Alerts and Client Diary Changes

2 Premium Alerts Direct Download option Display All information through a single click Search using customer name, policy number or based on due date to restrict your search

3 Premium Alerts Details are grouped alphabetically on name of customer Showing number of pages within each group Click here to see complete client and policy details New Additions Risk Commencement Date Issuance Date Suspense Account Balance ABCD ABCD20/12/ CashDelhi

4 Lapsed Alerts Direct Download option Display All information through a single click Search using customer name, policy number or based on lapsation date to restrict your search

5 Lapsed Alerts Details are grouped alphabetically on name of customer Click Here to check Revival Quote for this lapsed policy Click here to see complete client and policy details New Additions Risk Commencement Date Issuance Date Customer ID ABCDEFGH ABCD20/12/ Cash Delhi

6 Client Diary Client Diary is now divided into 3 sections Consolidated Common view of all your policies and client information Shortcut to check complete policy and client details In-Force Details of policies which are currently In-Force Shortcut to check complete policy and client details Information on Rider attached to the policy Details of Last 3 payments made on policy Proposals Details of policies which are yet to be issued Shortcuts to check complete application and client details

7 Client Diary - Consolidated Direct Download option Display All information through a single click Search using customer name, policy number or status to refine results

8 Client Diary - Consolidated A12345 ABCDEF /12/2007 ABCDEFG 3000 Delhi IF 25/12/2007 A12346 ABCDEF /12/2007 ABCDEFG 3000 Delhi LA 25/12/2007 Details are grouped alphabetically on name of customer Click here to see complete client and policy details New Additions Common View of All policies API Risk Commencement Date Issuance Date Click here to invoke application tracker

9 Client Diary - Inforce Direct Download option Display All information through a single click Search using customer name, policy number to refine results

10 Client Diary - Inforce ABCDEF /12/2007 Delhi Details are grouped alphabetically on name of customer Click here to see complete client, policy details, Rider details and Last 3 payments on policy New Additions Risk Commencement Date API Rider Details Last 3 payments

11 Client Diary - Proposals Direct Download option Display All information through a single click Search using customer name, policy number to refine results

12 Client Diary - Proposals Details are grouped alphabetically on name of customer Click here to see complete client details Click here to invoke Application Tracker and check real time status

13 Thank You