Reimagining Growth with Resilience
Partner integration
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LifeNext
End-to-end portal for group partners creating a
seamless journey with plug-n-play integration
More than 200 partners on-boarded
-
1. API Application Programming Interface
-
2. MIS Management Information Systems
3. FCS- Financial Consultants
HDFC
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Overview of New Business
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CAPI Overview
This domain broadly covers the business capabilities required to help partners successfully complete the end to end New Business Journey starting
Lead creation till policy issuance
New Business
Application
Lead
Quote
Requirement
+
Payment
KYC
Application
The APis under this category
primarily addresses the
functions related to
Application or Proposal as an
entity Partners can submit
an application as well as w
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Lead
APlunder this category is
used to manage and
maintain the lead it helps us
to generate any new lead
along with updating the
information of the lead
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Quote
APT under this category
used to generate and final
the quote and also retiree
the lustration for the
prated quot
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Requirement
APT under the category
used to manage the
requirements related to
ptions th
partner to understand the
requiementsgenerated b...
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API Bank
A portal to publish & test APIs¹ for data and services
offered to Partners, Aggregators & Fintechs
CasMoart Sales M Sport Sp
formance
NW
[197
MED
Applications
MTD Lagin
Conversor
Lead
Opnversion
Opportunties Contests and Earnings Agency Life Servicing
Lead
Pre Login Ligin
My Rank
Conversion Persistence
Contests & Earnings
TCP Park Duta
Payouts
Pre Login
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Paning Ca
Submitted
Only Srouffe
MORT Commisson
Set Ste
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HOAS
Non TO Nark Date
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2360425
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landing with Duct Funds Only
CAT
Partner Portal
One stop shop for all MIS², self and customer
servicing needs of an individual Agent
28K+ active FCs³ in Q4
Profitable
growth
mix
distribution
Diversified
leading
Market-
innovation
insurance
Reimagining
Quality of
management
Board and
HDFC
LifeView entire presentation