Customer Portal Demo.pps

7/24/2019 Customer Portal Demo.pps

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But he could not visit branch to

manage his policy amidst his

BUSY SCHEDULE

Thankully! "r# "ahesh can $%& manageHis insurance policy at his ingertips by

login on to

'''#ba(a(allian)#com

'''#ba(a(allian)#comYou can also e*perience the Easy +

Convenience o online services 'ith us

Skip Intro Next

$o' Ba(a( ,llian) provides you

SE-./CES %$L/$E

Click $e*t"r# "ahesh has a lie policy 'ith

Ba(a( ,llian)


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Next

Customer portal helps you to:

Back

View payment

Get IT Certificate

Fund Switch

Address Chane

Fund Apportionment

Fre!uency Chane

"artial #ithdrawal

"rofile $pdate

Chane "assword

Chan %&pin

Fund 'etails

(ake "ayment

)eturn Calculator

FA*s

'o Not 'istur+

"olicy Ser,icin Form

NAV 'etails

%nline "ayment

"roposal Tracker

Feed +ack-Contact $s

Trou+le In .oin

Forot "assword

Customer portal FA*

New )eistration

.oin Section Non&loed Section

To See demo click on related section / to ,iew complete demo of we+pae

click on N01T


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Login to Ba(a( ,llian) 'ebsite '''#ba(a(allian)#com

+ click on customer services

Customer Service

Back


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Click on customer login

Customer login

Back


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To login ill the user $ame and 0ass'ord

,nd click on login#

You can also see the demo or other services by clicking on

related link

Login

New reistration

Forot "assword

Trou+le In .oin

Customer "ortal FA*

Feed+ack - Contact $s

(ake "ayment %nline

NAV 'etails

"roposal Tracker

"olicy Ser,icin Form

FA* s

)eturn Calculator

'o Not 'istur+

Back

mahesh23456

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,ter login you can check all your policy details#

To kno' more! click on related option

Add "olicy "olicy details

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"remium "ayment Ser,ice )e!uest (y "rofile Fund 'etails(y "olicies


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/n case you have orgot your pass'ord you can generate ne' pass'ord rom here

You 'ill have to enter your user /D

1irst 2 characters o ne' pass'ord and re3enter same pass'ord#

Then click on 4et 0ass'ord#

The remaining 2 characters 'ill be provided through an auto

4enerated email on the registered email id# This pass'ord is or

one irst time login on the customer portal# You 'ould need tochange the pass'ord as per your choice#

Back

mahesh23456

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%n customer portal 1,8 you can get solutions or all your

%nline related 9ueries#

Back


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Through this option! you can send all your 9ueries7vie's directly

to the company# Type your $ame! Email /D! 0olicy $o! "obile $o

and give brie details o your vie's7 9ueries in the ield mentioned

,nd click submit#

Back

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(A90S9mail;com

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Through the $,. details option you can check the past and present

$,. o the unds or the time period you re9uire#

Back


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,ll the important orms to making changes in the policy can be

do'nloaded using this link# You can take a print out o the orm and

submit it to the nearest branch ater illing all necessary details#

Back


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-eturn calculator 'ill help you to kno' the history o the past returns#

4iven by the particular und#

Select 1und $ame!

Duration or 'hich you 'ant to kno' the return!

,nd click -eturn Calculator

Back

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@2&an&3@2@


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To check your und details click on option See "y 1und Details

See (y Fund details8ack



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Here you can see all your unds details

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,ter login you can check all your policy details# To kno' more!

click on related option


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IT Certificate

View "ayment

(ake "ayment



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Under this option! changes to your User $ame! contact numbers and

Email /D can be done#

Type your updated details

,nd click Submit

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Thi ti b d t d


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This option can be used reset your pass'ord

Type your User /D

Type your old pass'ord

$e' pass'ord 'hich you 'ant to replace

Conirm the same and click update#

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% i b i h h i i


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%3pin can be reset using the change o3pin option#

Enter your User /D

your current o3pin

Enter ne' o3pin

Conirm the same#

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-e9uest or delete rider

By using this option you can put the re9uest or

deleting the -iders available in your policy#

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Chane %&pin

$pdate "rofile

Chane "assword



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Here you can get your und details# ,lso a print out o your ,ccount

Statement and ,ccount Summary is possible using this option#

8ack



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0remium re9uency change option is the option to change the number


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0remium re9uency change option is the option to change the number

% premium :1re9uency; paid in one year#

Enter your policy number!

o3pin!

,nd sho' details

@@@@@@@

By using this option you can check the previous application status made by you


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By using this option you can check the previous application status made by you

Enter date range o 'hich you 'ant to check previous re9uest

-e9uest /D 'hich you got at the time o registering re9uest!

@@@@@@@

@@@@@@@

0olicy number!

,nd search


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To cancel partial 'ithdra'al!

Select your policy number and search!

/ there 'ould be any pending re9uest o 'ithdra'al in your policy!

you can cancel it rom here#

1 h h th t i bl


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1rom here you can change the amount o premium payable

@@@@@@@

Select policy number

%3pin!

,nd submit


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S"S related services or your und can be subscribed using this option#


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Address Chane

Fund Switch

Apportionment

Cancel "artial #ithdrawal

"artial #ithdrawal

"remium fre!uency Chane

View "re,ious )e!uest

)e!uest For "remium

)eduction

)e!uest For Sum

Assured Increase

)e!uest For 'elete )ider

Fund $pdate S(S



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1und ,pportionment can be e*ecuted using this option#

Select policy number!

Type your o3pin in blank ield

Click submit

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Su+mit@@@@@@@


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1und ,pportionment is the 5proportion o /nvestment o premium in

dierent :unds you have selected or investment in your policy ;

unds6

Su+mit

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You can get /T certiicate by


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You can get /T certiicate by

Entering your policy number

,nd the duration or 'hich you 'ant certiicate

Than click on get /T certiicate

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Get IT certificate


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,ter getting /T certiicate do'nload 0D1 ile option 'ill appear

click on open option you 'ill get certiicate

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23456?

mahesh

By using online payment option you can pay your premium online#

,ter illing all necessary details

Click on 50roceed or 0ayment6

"roceed for payment

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Select the option Credit Card or $et banking

Credit Card Net 8ankin

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Select the card option available 'ith you


"roceed for payment

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1ill the re9uire details as per the given instruction

Click on make payment

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Select your banks name rom the ollo'ing list

Click on 0roceed 1or 0ayment

8ack "roceed for payment

T i t d t il


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IT Certificate

View "ayment

(ake "ayment


To vie' your payment details

Click on premium payment

Click on .ie' 0ayment


Enter your policy number


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y p y

"ode o payment

,nd duration

Then click on vie' payment

View payment

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Here you can check all the details o payment made by you

You can take a print out o it or your personal records

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To make online registration


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Type your policy number

0remium amount

Your Date o Birth

Click on validate

Validate

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Noes

Check all your ill details

/ it is correct click on YES

/ the enter details is 'rong3

Select option $% and enter correct inormation

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,ter clicking YES you 'ill have to ill ollo'ing details

Enter all necessary details!

Click on Submit

%nes you submit all the details your online registration 'ill be done

Su+mit

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(ahesh

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maheshmail;com

?>@@@@@@@@

@3@

=wfrnw

23456


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-e9uest or Sum ,ssured /ncrease

By using this option you can put the re9uest to increase the Sum ,ssured o your policy

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To get /T certiicate


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g

Select policy number

Select duration

Than click on get /T certiicate

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Get IT certificate


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,ter getting /T certiicate do'nload 0D1 ile option 'ill appear

click on open option you 'ill get certiicate

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B i li t ti i li


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mahesh




"roceed for payment

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Select the card option available 'ith you


"roceed for payment

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1ill all the re9uire details as per the given instruction


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To vie' your payment details


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IT Certificate

View "ayment

(ake "ayment


y p y

Click on premium payment

Click on .ie' 0ayment


Enter your policy number

"ode o payment


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"ode o payment

,nd duration

Then click on vie' payment

View payment

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H h k ll th d t il t d b


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Here you can check all the details o payment made by you

You can take a print out o it or your personal records

8ack


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Do $ot Disturb

By using this option you can stop the calls or S"S update :/ any activatedon your phone; or any services related to your policy#

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To make online registration

Type your policy number


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Noes

Check all your ill details

/ it is correct click on YES

/ the enter details is 'rong3

Select option $% and enter correct inormation

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Enter all necessary details!

Click on Submit

%nes you submit all the details your online registration 'ill be done

Su+mit

(ahesh

7777

7777

maheshmail;com

?>@@@@@@@@

@3@

=wfrnw

23456


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1,8s

By using this option you can solve all your 9ueries related to your policy#

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1und ,pportionment can be e*ecuted using this option#

To make 1und ,pportionment


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To make 1und ,pportionment

Select policy number! type your o3pin in blank ield

Click submit

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Su+mit23456

1 d , ti t i th 5 ti / t t i i


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1und ,pportionment is the 5proportion o /nvestment o premium in

dierent :unds you have selected or investment in your policy ;

unds6

Su+mit

8ack

/n case you have orgot your pass'ord you can generate ne' pass'ord rom hereYou 'ill have to enter your user /D

1irst 2 characters o ne pass ord and re enter same pass ord


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Back

1irst 2 characters o ne' pass'ord and re3enter same pass'ord#

Then click on 4et 0ass'ord#

The remaining 2 characters 'ill be provided through an auto

4enerated email on the registered email id# This pass'ord is or

one irst time login on the customer portal# You 'ould need to

change the pass'ord as per your choice#

mahesh23456

7777

7777


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&ith the help o 5Trouble log in6 you can solve your login related

problems#

/n case you have orgotten your 0ass'ord or your User /D has been disabled or e*pired#

User /d 7 0ass'ord is incorrect# 0lease try again#

Entering 'rong pass'ord again 'ill disable the User /d# 0ass'ord is case speciic#

You have e*ceeded the "a*imum number o Login ,ttempts# Your User /d is disabled#

User /d is disabled# 0lease contact our Customer Care Centre#

Back


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%n customer portal 1,8 you can get solutions or your

all 9uestions related to online process#

Back



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Back


to the company# Type your $ame! Email /D! 0olicy $o! "obile $o

and give brie details o your vie's7 9ueries in the ield mentioned

,nd click submit#

(A90S9

(A90S9mail;com

23456?@

?>@@@@@@@@

/n $,. details option you can check the previous + present $,. o the


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/n $,. details option you can check the previous + present $,. o the

1unds bet'een the time period you 'ant#

Back

Select %ption3 Customer

Type your application number

By using 0roposal Tracker! , ne' policy applicant can kno' The status o policy application#


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Back

Type your application number

-eceipt number

0olicy holders Date o Birth

,nd click Submit

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@@?>=


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application (ust click on the related link + take the print out o the orm!

submit it to your nearest branch ater illing all necessary details#

Back

-eturn calculator 'ill help you to kno' the history o the past returns#

4iven by the particular und#


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Back

y p

Select 1und $ame!

Duration or 'hich you 'ant to kno' the return!

,nd click -eturn Calculator

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@2-@2-3@2@



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8ack


Under this option! changes to your User $ame! contact numbers and

Email /D can be done#

T d t d d t il


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8ack


Type your updated details

,nd click Submit

This option can be used reset your pass'ordType your User /D



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8ack



$e' pass'ord 'hich you 'ant to replace

Conirm the same and click update#

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%3pin can be reset using the change o3pin option#Enter your User /D

your current o3pin


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your current o pin

Enter ne' o3pin

Conirm the same#

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Here you can get your unds details + can take print out o your

,ccount Statement + ,ccount Summary to maintain your


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,ccount Statement + ,ccount Summary to maintain your

personal record#

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Here you can s'itch your und value rom one und to another orthat you need to enter your relevant policy number!

Enter o3pin


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Enter o pin

,nd click on submit

Su+mit@@@@@@@23


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Then select the und to 'hich you 'ant to s'itch and proportion o investment in that und#

Click on submit

/ you 'ant to enter ne' und name you can add the und name by clicking on

Create $e' 1und#

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Su+mit Create New Fund

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Click %< and your re9uest 'ill be conirmed#

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,ddress can be updated7changed using this option #Enter your policy number!

Your current address


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Balpataru Colony

(aharashtra

@@@@@@@

India

Amra,ati

Sadashi, peth

(aharashtra

@@@@@@@

India

"une

Your current address

Changed7$e' address

,nd submit

0remium re9uency change option is the option to change the number% premium :1re9uency; paid in one yearselect the policy number


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@@@@@@@

Enter the %30in number

,nd click on submit




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mahesh


"roceed for payment

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"roceed for payment

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You can no' re9uest or partial 'ithdra'al o your unds! online#

select the policy number

Enter the %30in number


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,nd click on submit

su+mit@@@@@@@

Enter the und name and partial 'ithdra'al amount=

click on >%


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%k

%nce you click %< address conirmation 'indo' 'ill appear

Conirm the address or communication and


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(ahesh

Sadashi, peth pune

maharashtra

Submit the re9uest#

8ackSu+mit

%nce you click Submit

Service re9uest number or partial 'ithdra'al 'ill be generated#


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A8C'6?

9 p g

$ote do'n the number or urther reerence

Click %

Customer Portal Demo.pps

Documents

Transcript of Customer Portal Demo.pps