AFLI _ Self Learning / Reference Guide for BSEs
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Course data
General
New Business login & issuance processes
New Business_Proposal Scrutiny
Underwriting - Guidelines
NB Acknowledgement Process via Integral Life (Life Asia)
Ack Process - Mobility cases with Physical Instrument
EScan_Process_for_BSEs
Omni_Docs
Payment Collection and Banking Process
Proposal & Policy Enquiry in Integral Life (Life Asia)
New Business Requirements upload via Whatsapp
New Business Sourcing Options Mobility (OTG) Abridged Vr for BSE's Reference
Web Assisted Portal - Process Flow - Abridged Vr For BSE's Reference
Splitting of Policy
Agent POS AL Coding related processes
Branch data entry flow for Agent and POS ARFs by BSE
Branch Operations
E-Module on Information Security Awareness
Employee Expense Reimbursement (TnE) step-by-step Guide
Vendor Bill Payments (P2P) step-by-step Guide
Handling Government Inspections, Branch Visit
Branch Visit Report
Customer Service & Renewal Premium Collection
Persistency
ACK Generation for Renewal Premium via Elixir
Case Studies - Sales Training (RCU) - FY. 2022-23
Customer complaints handling process for BSEs
Claims Process Documentation
Product Information
Product Brochures
Dream Builder Plan - Leaflet UIN135N066V02
Guaranteed Income Plan - Leaflet UIN135N050V03
Guaranteed Lifetime Income Plan - Leaflet UIN135N073V03
Life Advantage Plus Plan - Leaflet UIN135N078V01
Smart Growth Plan - Leaflet UIN135L053V03
Wealth Gain Insurance Plan - Leaflet UIN135L047V03
Wealth Plus Critical Protection Plan - Leaflet UIN135L069V02
Young Star Plus Plan - Leaflet UIN135N076V01
Secured Income Plan 10 Reasons - Leaflet UIN135N045V02
Wealthsurance Future Star - Leaflet UIN135L038V02
Income Protect - Leaflet UIN135N067V02
MyLife Protection - Leaflet UIN135N075V01
Guaranteed Wealth Plan - Leaflet UIN135N048V06
Saral Pension - Leaflet UIN135N080V01
Group Loan Secure Plan II - Leaflet UIN135N081V01
Life Advantage Plus Plan - Leaflet UIN135N078V01 (Hindi)
Saral Pension - Leaflet UIN135N080V01 (Malayalam)
Saral Pension - Leaflet UIN135N080V01 (Hindi)
Young Star Plus Plan - Leaflet UIN135N076V01 (Hindi)
Young Star Plus Plan - Leaflet UIN135N076V01 (Kannada)
Young Star Plus Plan - Leaflet UIN135N076V01 (Malayalam)
Guaranteed Wealth Plan - Leaflet UIN135N048V06 (Kannada)
Guaranteed Wealth Plan - Leaflet UIN135N048V06 (Malayalam)
Guaranteed Income Plan - Leaflet UIN135N050V03 (Kannada)
Guaranteed Wealth Plan - Leaflet UIN135N048V06 (Telugu)
Guaranteed Wealth Plan - Leaflet UIN135N048V06 (Tamil)
Goalsheet FY23-24
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AFLI Self Learning / Reference Guide for BSEs
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AFLI Self Learning / Reference Guide for BSEs
Summary
AFLI _ Self Learning / Reference Guide for BSEs
Skill Level
:
Beginner