Case Study

NSEIT –IRDA Agency Licensing Portal


  • Integration with all stakeholders, viz. Insurers, Agent Training Institutes, III, Designated Persons and Insurance Agents.

  • Agency Licensing Portal would be entry point in the licensing process (currently, it's the last step).

  • Unique Reference Number (IRDA URN) would be generated and used throughout agent licensing process.

  • Public access to search for agents in a locality.

  • Public access to view Cancelled Licenses.

  • Bulk Uploads/ Downloads for more efficient processes.

  • Extensible mechanism for the identification of duplicate agents.

  • Scanned copies of photographs.

  • Integration with Examination Bodies.

  • Message Board for IRDA to communicate with the various stakeholders.

  • Live Chat as a mechanism for Online Support to the user.

Fast Facts

Technology Stack


  • C#

  • JQuery

  • SQL Server

About Client

The Insurance Regulatory and Development Authority (IRDAI) was constituted as an autonomous body to regulate and develop the insurance industry. It is a regulatory body that protects the interests of policy holders of insurance policies and to regulate, promote and ensure orderly growth of the Insurance Industry.


IRDA provides an Agency Licensing Portal to manage and track the process of issuance of licenses for insurance agents. The IRDA Agency Licensing Portal encompasses the entire pre-licensing activities, serving as a centralized hub for various stake viz. IRDA, Insurers, Agent Training Institutes (ATI) and Examination bodies.


Portal Architecture

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 particulars.


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.