Reimagining Growth with Resilience
Technology driving agent productivity in Agency channel
Onboarding
Skilling & Engagement
Enablement
Support & Servicing
InstaPRL¹ a simple,
paperless and hassle free
FC² onboarding platform
Insta
FRL
Independent, link based app
Optical Character Recognition
(OCR) system
Online payment for PRL fee
OTP based consent
Structured communication
IC383 audio online
training
Easier and simper way to complete
IC38 training
•
Interesting & engaging audio
content
Available in 6 major regional
languages
Auto calculation of training hours
•
HDFCLife
Agency
Learn. Interact, Felicitate. Engage.
•
Digital Learning & Skilling
platform benefitting
~6,600 FCs² daily
Regular business activation
Digital skilling session driving
better tech adoption
Enhanced earnings
BUZZ
Secure communication platform for all
Agency stakeholders
With rich media delivery features
Business update
Contest: launch, update,
qualification
like
30
HDFC Life Easy
-
End 2 End Term Journey
End to End Digital Customer
journey
Easy product selection
Pre defined validation
Easy to fill forms
Easy document upload and
payments
InstA
Virtual assistant
Partner
Portal
Dedicated platform for
FCs² giving business
insights and fulfilling
customer service requests
•
•
Features:
•
•
.
at your fingertips
•
Helping FCs with
Quote illustration
•
Reward fulfillment process and
status
•
Product & policy details
Contests & commission details
Tax and TDS related details
Product launch
Pay-outs and payment history
Tax declaration and exemption
details
Medical reports
Communication history
Cross selling opportunity
Regular reminder on premium
collection
Event updates
1.
PRL: Pre-recruitment licensing
2.
FC: Financial Consultant
14
3.
IC38: Qualifying exam for becoming an insurance advisor, conducted by Insurance Institute of India
Profitable
distribution
Diversified
leading
Market-
Quality of
growth
insurance
Reimagining
mix
innovation
management
Board and
HDFC
LifeView entire presentation