The diagram above illustrates the Pre Licensing processes, and how various stakeholders communicate through the centralized IRDA Agency
Licensing portal. The various steps in the pre-licensing cycle are:
The Sponsorship of the applicant marks the entry process in the agency licensing portal. The portal here will require the Agent Counselor
to gather all the information for the prospective applicant including the personal, training and examination information. The portal also
captures the applicant scanned photograph and the signature files.
The ATI is responsible for keying in the training information of the applicants including the dates and the timings along with the other
The exam registration of the candidates now happens through the portal itself. The exam bodies allocate exam slots to the fresh /
repeater candidates that enable the Insurer and the applicants themselves to generate / print the hall tickets. These hall tickets include
the photograph and the signature files uploaded by the Insurer at earlier stages. The successful attempts at exams allow the insurers to
generate licenses and certificates for the insurance agents.
This module consists of all activities of licensing. Major workflow here consists of Issuing Licenses, Printing Licenses, Upgrade to
Composite Licenses, and Renewal/Transfer/Cancellation/Recall Cancellation/Correction of Licenses.