PLI/RPLI Proposal Indexing on Darpan Device:
Steps for PLI/RPLI indexing on the Darpan Device. Follow the steps below for the indexing of PLI/RPLI policies in the Darpan Device.
1. Login to Your Darpan Device:
- Enter your credentials to access the Darpan device.
- Enter your credentials to access the Darpan device.
2. Day Begin:
- Initiate a new working day on the Darpan device.
- Initiate a new working day on the Darpan device.
3. Navigate to Insurance Section:
- Locate and click on the "Insurance" section in the Darpan device menu.
4. Access Proposal Indexing:
- Within the Insurance section, find and select "Proposal Indexing."
5. Choose PLI/RPLI Option:
- In the Proposal Indexing section, choose either PLI or RPLI based on the policy type.
6. Select Product Name:
- From the available options, select the specific product name corresponding to PLI/RPLI.
7. Enter Insured Person Details:
- Fill in the necessary details of the insured person, including name and relevant information.
8. Provide Sum Assured Amount:
- Enter the sum assured amount for the selected PLI/RPLI policy.
9. Choose Premium Frequency:
- Select the premium frequency based on the customer's preference: monthly, quarterly, half-yearly, or yearly.
10. Specify Age on Maturity:
- Enter the age of the insured person at the time of policy maturity.
11. Calculate Premium with GST:
- The system will automatically calculate the premium amount, including GST.
12. Submit Your Proposal:
- Review the details, ensure accuracy, and click on the "Submit" button to complete the proposal indexing process.
Note: Always double-check the information before submission to avoid errors. Additionally, follow any on-screen prompts or guidelines provided by the Darpan device during the process.
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