How to log PLI Agent Portal
Here we will check the Postal Life Insurance(PLI) agent login process. If you are a PLI or RPLI agent, PLI has provided you agent ID, this agent ID will be used in the agent portal as a login ID. So how to log in the Postal Life Insurance (PLI) agent portal will explain in detail here.
Before you register in the agent portal you must ensure that your correct Date of Birth is available in the PLI system.
Before you process for registration on the PLI agent portal following are required:-
- Your agent code
- Your email id address registered with PLI
- Your Date of Birth register with PLI
Details steps to access the PLI Agent Portal
Step- 1 Visit the PLI Agent Portal:- PLI Agent login in Portal – India Post
Step-2
Click on register for registration on the agent portal
Step-3 Generate a Password
- – Enter your agent code as user id
- – Enter your Date of Birth
- – Now Please Enter the captcha and click on generate Password.
- – The system will ask to generate the password.
- – Enter the desired password and log in to the portal with a new password.
Also Read:- How to Become PLI Agent
Step- 4 Now log into the agent portal again with a new password.
– After logging, it will show your policies which are procured by you, and details where the premium is due. It will help you to know which insurant has not paid the premium till now.
TIPS for Successful Agent and earn more commission.
- Always send a WhatsApp message to your client to make PLI premium in time.
- If a premium is not paid in any month then call him for next month for a reason or help
- Always encourage the policyholder to make the payment online portal/ ECS to avoid penalties or lapsation. Help the policyholder register in the PLI customer portal.
- If a policyholder is tech savvy, ask them to install the IPPB mobile app and set the SI instructions for automatic payment of his/her policy through the app every month.
Step- 5 My Details, You can check here all policies procured by you:-
— After logging in here agent can check his details, office details, and license and appointment details, training details, if there is any modification required may contact his Divisional office for correction/updation.Step-6. Agent Business record- Here you will able to check all your business procurement details.
- Here you can check all the details of your Existing policies.
- Your commission and incentive details
- Lead details
Tools and Download – Here are more options for you to help your insurance
— Here you can download policy servicing-related forms
— Here you can download the customer guide, eligibility criteria, booklet etc..
Reports for your business procured.:-
Policy reports in PLI Agent Portal:-
Here you can download the premium due report, maturity due report, and lapsed policy report of your policyholder so that you can inform them well in advance. The policy lapsed report is also very useful to aware and help your customer to get their policy revived in time.
Conclusion:-
Finally, this Agent portal is very helpful for PLI agents. Always stay connected with your all policyholders and provide them service as and when required for good relationships and getting some more references.
Also Read –
How to register on the PLI Agent Portal and generate a commission Report:-