Your Ultimate POSP Portal
Manage life, health, vehicle, property, business and more.
Step 1: Complete KYC Upload
Everything you see throughout the software is user privilege controlled.
Step 4: Understand POSP Dashboard
The POSP app dashboard allows agents to add new business.
Step 2: KYC Approval/Rejection
KYC documents are reviewed for approval or rejection.
Step 5: Add a New Business
Helps you to add new business details in simple minimal steps.
Step 3: Training & Exam (Gen & Life)
Agents undergo 15 hours of training, covering both General and Life insurance.
Step 6: Initiate Quote Journey
The app features a quick quote journey for Health and Motor insurance products.
Qualifications & Training Process
To become an insurance agent or POSP advisor in India, individuals must be 18 or older, have a 10th-grade education, complete 15 hours of insurer-conducted training, and pass an examination to obtain the license.
Validity of Your Certificate
The certificate received by a POSP advisor is valid for 3 years, while an insurance agent can use the certificate until they surrender the insurance company.
Let's Start Selling & Earning
A POSP advisor can sell simple, pre-underwritten insurance products that provide complete protection and tax benefits. They can sell different insurance policies by various insurance companies, like health insurance, motor insurance, term plans, retirement plans, and others.
