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Table of Contents
1. 2. 3. 4. Process Flows Registration Attach Offline Policy Policy Renewal
This section gives the overall process map of the renewal process for offline policies.
1. PROCESS FLOW
Policy Renewal
Star t
Registered Already?
N O
2
Registration
YES
3
Attach Policy
4
Renew Policy
End
This section describes the process to create an identity if the customer does not already have one.
2. REGISTRATION
To Start registration Start your renewal process here process click here
This section describes the steps to attach an offline policy to the identity.
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Fill in your policy details in this form. Please note either Proposer code or Date of Birth of one of the insured is required. To locate your proposer code in your policy schedule Refer next page
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Refer your policy schedule For your policy number & proposer code as highlighted above
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If the policy data matches then the policy will be found in the table with Status as ATTACHED.
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If the policy data does not match or if there is any system error the error message shown above will appear. In case of repeated problem please contact support team.
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4. POLICY RENEWAL
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If the policy is due for renewal (30 days prior to expiry and 15 days post expiry only) this option will be visible.
Choose your preferred payment gateway and click on Purchase Now to complete payment.
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Payment Notes
Based on the gateway chosen you will be redirected to a page where you can fill in your card details or pay by logging in to your netbanking account. Once this information is validated by the bank you will be redirected back to the portal where the appropriate message will be shown based on the payment status.
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If successful then the payment will be applied and this screen will be shown.
Click on this link to view your policy. As indicated, please allow for a couple of minutes time for your policy to be prepared.
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If the link is clicked and the policy is not ready as yet then this page will appear. This page will automatically change to your policy schedule page when the policy is ready. As indicated a copy of this schedule will also be sent to your registered email address.
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Sample email received. Note that the attachment contains your policy schedule.
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