Steps to become an advisor

Quality, not quantity

STEP 1

Sign up online, using the "Contact" link here

STEP 2

Submit Documents

List of documents you need to submit for registration and verification:
Age proof, Address proof, Education proof, PAN card, Passport-size Colour Photograph, Aadhaar card, & Cancelled Cheque Copy

STEP 3

Training and Certification

Undergo a IRDAI Mandatory training program followed by an exam to qualify as a Certified Life Insurance Partner. Exam results are announced immediately

STEP 4

Appointment

You will receive an Appointment Letter post successful completion of the 1-hour exam and will be authorised to sell our financial products.