Journey Simplification and Business Resilience
Technology driving productivity in Agency channel
Onboarding
InstaPRL a simple,
paperless and hassle free
FC¹ onboarding platform
Insta
PRL
Independent, link based App
Optical Character Recognition
(OCR) system
Online payment for PRL fee
OTP based consent
Structured communication
IC38 audio online
training
Easier and simper way to complete
IC38² training
•
•
Interesting & engaging Audio
content
Available in 6 major regional
languages
Auto calculation of training hours
Skilling & Engagement
Enablement
Support & Servicing
HDFCLife
Agency
Fengage
Digital learning & skilling
platform benefitting
~7,000 financial
consultants daily
Digital skilling session driving
better tech adoption
Enhanced earnings
3
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
Partner
Portal
Dedicated platform for financial
consultants giving business
insights and fulfilling customer
service requests
•
BUZZ
Secure communication platform for all
agency stakeholders
With rich media delivery features
Business update
Contest: launch, update,
qualification
ÎnstA
Virtual assistant at your fingertips
.
Helping financial consultants with
Quote illustration
Reward fulfillment process and
status
•
Product & policy details
.
Product launch
•
Tax and TDS related details
Contests & commission details
Features:
•
.
•
•
.
•
Pay-outs and payment history
Tax declaration and exemption
details
Medical reports
Communication history
Cross selling opportunity
Regular premium collection
reminder
Event updates
1. FC: Financial Consultant
IC38: Qualifying exam for becoming an insurance advisor, conducted by Insurance Institute of India
13
2.
Profitable
distribution
Diversified
leading
Market-
Quality of
Reimagining
growth
insurance
mix
innovation
management
Board and
HDFC
LifeView entire presentation