Digitized platform to enable Banks automate On-Boarding & IRDA certification process for their Insurance Distribution SalesForce

Automated platform to help Bancassurance Distributors to cater to digitally onboard the sales force.

Automated platform to help Bancassurance Distributors to cater to IRDA Certification Process digitally for their sales force.

Free up individuals from menial, repetitive tasks and allow them to focus on processes that add value to the business.

Reduced overheads & accurate communication with IRDA.

Win over your challenges with Agent

AGENT (Automated General & Life Insurance Training Tracker) is a platform that empowers its beneficiary to automate IRDA certification process so that RM will be able to certify themselves digitally on time.


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  • AGENT – Automated General & LifE Insurance TraiNing Tracker System
  • Automated and Browser Based Solution
  • Solution for scheduling IRDA Examination and its Training for Sales Team
  • Step by Step Process Flow for ‘Without NOC’ (Uncertified RMs) and ‘With NOC’ (Newly Joined Certified RMs) as per Bank and IRDA requirements.
  • Generation of Annexure 3 and 5 Documents to get the final IRDA Certificate
  • Step by Step Process Flow for Exiting Sales Team as per Bank requirements.
  • Generation of No Object Certificate (NOC) Letter (For Exiting RMs)


User friendly Self Explanatory User Interface

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Digital Onboarding of Sales Team

Digital Scheduling of Training, Examination & Issuance of IRDA Certification

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Make/Checker Based Process Flow for Certification

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Integration with IRDA Certification Portal for URN Generation, Training Schedules, Examination, Exam Results & IRDA Certificate Generation.

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Follows all the security standards as required by Banks & IRDA