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Copyright Birla Sun Life Insurance Company Limited 2008 1

Topic

Copyright Birla Sun Life Insurance Company Limited 2008

Mobile Portal for Sales Force

In this knowledge and service intensive industry, Technological

advantage provides the cutting-Edge. Mobile portal empowers sales

force to get right information at the right place in shortest possible time.

The main objective of the platform is to provide an application to our

advisors using mobile technology in order to enable them to provide

prompt service to customers as well to equip them with information on

BSLI products and services on the move and at their fingertips.

Ensure GPRS Connection is active on the phone and follow the simple

steps to login the MOBILE PORTAL.

Enter the URL – https://partners.birlasunlife.com/mob/index.aspx

Enter the User ID as business code and password as used in the advisor

portal. Select the user type as Advisor/ Channel Partner.

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https://partners.birlasunlife.com/mob/index.aspx










Features

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Follow simple steps to access the Portal: -

Step 1 : Click on URL

https://partners.birlasunlife.com/pages/Registration.asp

x

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https://partners.birlasunlife.com/pages/Registration.aspx

https://partners.birlasunlife.com/pages/Registration.aspx


Step 2: Select Profile from the dropdown.

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Step 3: Fill details

Advisor would be asked to enter following information

Business Code

Registered Email ID or Registered Mobile number

IRDA License Number

Date of birth or License Issue Date

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After entering the mandatory fields, click on Submit.


Step 4 : The following confirmation will be shown

after submitting the details. Advisor can now check

the registered mobile or email for his/her generated

password.

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Simple Steps to login to Mobile Portal

Enter the URL https://partners.birlasunlife.com/mob/index.aspx in the address bar of

the mobile browser.

Enter the User ID as Business code (Six Digit Code) and password as used in the

advisor portal.

Select the user type as ‘Advisor/Channel partners’ and then click on submit

Post successful login, main menu will be displayed .Main Menu has two features. Select

the option as required.

This facility can also be accessed through PC/Laptop via internet connection. Enter the

URL https://partners.birlasunlife.com/mob/index.aspx in the address bar of the

browser.

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Cont…

Enter the User ID as Business code (Six Digit Code) and

password as used in the advisor portal.

Select the user type as ‘Advisor/Channel partners’ and then

click on submit

Post successful login, main menu will be displayed .Main

Menu has two features. Select the option as required.

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Tracker Module:

Following features are available

Pending requirement of the policy

Policy Status

Policy Fund Value

Policy Despatch Details

Policy Premium Details

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Premium Calculator: Click on Premium Calculator and then

click on submit to use the premium calculator. Currently,

there are 2 products for which the premium details would be

calculated.

BSLI Protector Plan

BSLI Protector Plus Plan

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Enter the required details and click on Submit button to

get the premium details of BSLI Protector Plan &

BSLI Protector Plus Plan products.

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Thank You

presentation title 24 pts can spread over 2 lines ... · title: presentation title 24 pts can...

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