How To Purchase Postal Life Insurance & Rural Postal Life Insurance Online Through Customer Portal !!
In Customer Portal, currently there is no option for Customers to upload documents.
Hence, customer has to approach nearby CPCs, submit the Proposal forms & KYCs etc for further processing.
In order to avoid this, an option is introduced in this functionality
👉 Customers can directly upload all necessary documents in a single file.
👉 Customer can purchase a new proposal through online.
👉 Customer can pay initial premium.
👉 Customer can upload the document in online.
👉 E-mail with link will be triggered to customer registered email for initial premium payment and also for uploading documents separately.
Process Flow For Customers:
Customer Portal
⬇️
Purchase a Policy
⬇️
Quote
⬇️
Customer will submit the proposal form in Customer Portal GET QUOTE OPTION
with valid phone number and email id and correct PIN code..
🔗 Once the proposal is submitted, email will be triggered to customer email id with proposal number and link to do initial premium payment.
🔗 Customer will access the URL provided in the email.
🔗 Payment using link -Customer will access the link provided in email.
🔗Proposalwill be auto populated.
Payment using Menu- Customer can also visit customer portal, access Initial Payment' menu, enter the proposal number to fetch proposal details from McCamish.
A link will be sent through email for document upload, customer can also upload the relevant documents through Document upload menu in the drop down of Purchase a policy Customer Portal
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