bajaj capital insurance broking ltd. ipc

BAJAJ CAPITAL INSURANCE BROKING LTD.
IPC-INSTRUCTION BOOKLET
DOCUMENT DATE [11 – JAN – 2013]
VERSION 1.0
1
Login Interface
The very primary to commence with Wealth Maker URL is http://bcl.wealthmaker.in/ .
At this point we need to enter User Name as business id and password received from HR and click
on LOGIN.
Appearance of login page is given underneath:
Note: In cases you have forgot password just click on Forgot Password?
We need to enter Login ID, date of birth and click on Get Password. An instant message will
received your mobile as mapped with HR.
2
Role Selection
By default role assigned to the user is as SELF. Venue Operations need to select role Insurance
Venue.
Note : In case user is new to the system then he/she necessitate to send the information in Role
Activation format.
3
Coupon Entry
Path for coupon entry: Transaction -> Coupon Entry
We have 3 options to enter the IPC Leads Data Entry, first one be Single Entry, Sheet Entry,
Secondary data.
Single Entry: We require filling Name*, Marital Status*, Name*, DOB, Income, Phone no*, Mobile
no*, Child Name* and selection of Data Collector Name,* Lead Collection Date*, Lead Source*.
Yes and No selection necessitate to completing and finally click on Submit button a Coupon No is
generated and appeared. All * Marked is mandatory..!
Sheet Entry: Through sheet entry we required to download Template and fill all the columns and
where we have selection we always use the identical and then Browse the file from the specified
location and click on upload.
Secondary Data: We need to select Secondary Data and download Sample template. This is for
those data were we have only mobile no to upload in Wealth maker.
4
Coupon View Page:
Path for coupon entry: Transaction -> Coupon View Page
Coupon View page is the form where we can select different Disposition. To confirm and fixed
appointment we need to select 02-Confirmation. One pop window occurs where we need to enter
Appointment time and Date. Kindly enter DOB in correct format (dd/mm/yyyy).
5
Venue Booking Entry
Path for venue booking: TransactionVenue Booking Entry.
Venue Booking Entry is only for those clients who is directly walk-in Venues and here we have only
3 sources Direct, Directory, Re-presentation, and Staff Reference. We need to fill necessary details
like name, mobile no, DOB, Income, Appointment Date and Time, selection of source, Disposition
and remarks.
Venue Booking Search Entry
Path for Venue Booking Search Entry: TransactionVenue Search Booking Entry
In this section we can search our Guest based on Appointment Date. We can use to select Sales
Employee name, Qualified, Sale and Type once all completed to finish we need to click on Update
and equivalent time Guest Code generated through system. Once we click on Guest Code we directly
reach on the page of Pitch Entry Form.
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7
Pitch Entry Form
Path for Pitch Entry Form: Transaction Pitch Book Entry.
We have search option for our Guest. Once we click on the search tool just beside Guest No there is
pop up appear where we have search criteria of guest code, name, phone no, mobile, from and to
date.
System will fetch all the information of guest from previous pages. In this section basically we will
capture the Basic, Personal, Correspondence and Family information
By filling all the fields now we move to next page. On the very next page we capture the information
related to Employment/Work, Children and personal information and then to end with through click
on Print PAI.
8
Client Reference Entry:
PathTransactionClient Reference Form
Through this form we gather 5 references from our clients. For that we need to click on Guest radio
button, we require to enter guest code or we can search thorough search guest tool and finally we
need to click on Add References. Fill client name, mobile no press on submit button.
9
Recruitment Monitor:
Path  HR Online Recruitment Monitor
Recruitment monitor assist us to track Manpower. To view the same we required to select region,
zone and venue, output is Location, Type or category of employee, Designation, Entry Date, Status,
Remarks if any and Join Date.
We have option of Manpower Tracking on the top right hand side.
10
Online PD Form:
Path  HR Online Employee ManagementOnline PD Form
PD form is the utility where HR people fill all the Personal Details of newly joined employee in
Bajaj. We can be able to generate Tran ID / Business Code.
PD Detail:
Path  HR Online Employee ManagementPD Details
PD details help us track on contents like Name, Location, Designation, PD updated or not, B Code,
Generation Date, PD received at HO, Reason if any, DOB, DOJ, Docs Full, Missing Docs. ID Card
Date, Visiting Card Date, Salary process, Uniform.
11
IRDA Qualified:
Path  HR Online Employee ManagementIRDA Qualified
Through this we can extract the list of IRDA Qualified employees in different locations. Reports
contain Business Code, Name, Branch, Designation, and Qualification.
Glimps to ERP:
Path  HR Online Employee Management Glimps to ERP
Glimps to ERP is the tool since where we can go into in ERP employee information.
Resultant:
We required just selecting the checkbox. All information will fetch out throughout ERP.
12
Employee Performance:
Path  HR Online Employee Management Employee Performance
Employee performance report helps to track on target and Achievement of employee.
Apply ID / Visiting Card:
Path  HR Online ID / Visiting Card  Apply ID / Visiting Card
Through this form we can be able to apply for ID card or Visiting Card, for that we need to enter
Business Code all respective details pop up from ERP and click on Apply.
13
ID / Visiting Card Report:
Path  HR Online ID / Visiting Card  Report
This report contains Employee Name, Designation, Branch, Company, Email, Address, Landline,
Mobile, Extn., Quantity, Logo and applied date.
Online Leave Application:
Path  HR Online Online Leave Leave Application
From here we can apply for Leave Online. Enter Leave Applied / Taken From, reason, contact no
during leave and click on submit.
14
Venue Table Master:
Venue Table Master is the place from where we enter the count of tables for the venues.
15
User Kind  Sales
Name of Report Venue Productivity Report
Path  Report->Venue Report->Business Report->Venue Productivity Report
Description  From this report we can map out the venue productivity. We need to select region, zone, and
venue from the drop down and then select from and to date.
Interface 
Resultant
Note  From here we can view the Issued / Login for LI or GI (Annualized) figures.
16
User Kind  Sales
Name of Report Venue Goal Sheet
Path  Report->Venue Report->Business Report-> Venue Goal Sheet
Description  This report assist us to view the figure of LI and GI of AM, AM, RM and Sr. IPC Manager.
Important figures be fond of Achievement, Incentive and Committed Target, Qualified, Colleted vs. Issued
INAP for LI and GI both, Logged vs. issued NAP, SF Target vs. achievements, Renewal Target vs.
Achievement, Closing %, Average Ticket Size and we can also observe the count of stars.
Interface 
Resultant
17
User Kind  Sales
Name of Report  Actual Vs Reported
Path  Report->Venue Report->Business Report-> Actual Vs Reported
Description  In Actual Vs Reported report Reporting figures are based on SMS {Sent by Venue Managers
daily on Server) and actual is based on the entries done by user in Wealth Maker. This report facilitates us to
match out the figures reported to HO and entries made by Operations in BCL. Important fields in this report
are Shows, Qualified, LI Deal, LI Vol., GI Deal, GI Vol., Total Deal, Total Volume and closing percentage.
Interface 
Resultant
18
User Kind  Sales
Name of Report  Achievement Report
Path  Report->Venue Report->Business Report-> Achievement Report
Description 
Achievement report assists us to analysis the performance channel and venue wise in the mode of monthly /
yearly. Essential fields in this report are Target, Collected (%), Login (%), Issued (%) for Life Insurance as
well as GI.
Interface 
Resultant
19
User Kind  Operations
Name of Report  Issued Report
Path  Report->Venue Report->Business Report-> Issued Report
Description 
Issued report is complete information for a solo transaction entered in Wealth Maker. This is especially handy
for Operation since here we can view AR No, Entry Date, Branch, Issue Date, Application No, Policy no,
Company Name, Plan, Q, Image, PPT, Premium, Frequency, NAP %, NAP, Shared nap (In case of Tele
Sales), Insured Name, DOB, CRE (Sales), TO Manager, Sale Type, Check in HO ( Case is reconciled at HO
or not), Status ( Extremely key column where we can scrutiny the client is satisfy or not ? As per the field
incentive calculation take place in system), sub status and remark.
Interface 
Resultant
20
User Kind  Sales as well as Operations
Name of Report  Status Report
Path  Report->Venue Report->Business Report-> Status Report
Description 
Policy status is one of the repetitive reports used by Sales and Operations. This report brief us No of tables, no
of team member, bookings, shows, Tele target, qualified including direct, count of cases, LI nap target, gross
collected premium, cancelled cases, net collected premium/nap, collected mobile/venue business, logged in
cases/collected premium/nap, issued cases collected premium/nap, net collected/logged/issued/ nap for
General Insurance, Collected NAP/Logged/Issued Efficiency. Percentage is also defined in terms of Closing,
Non-Medical ration, Issuance, Login, Closing (Issued/Qualified)
Interface 
Resultant
21
User Kind  Operations / HR / Sales
Name of Report  Performance Report
Path  Report->Venue Report->Business Report-> Performance Report
Description 
As name reflect Performance report help out us to produce presentation of Sales, Tele, Survey, and Team
Leader Data Source. Grade and Grade Level is also with us.
Interface 
Resultant
22
Note: Performance report support us to roadway on the performance related to Sales, Tele, Survey and
Survey supervisors. We can view here venue wise, grade wise (National Level, Zonal Level), grade level
(Grade A, Grade B, Grade C).
23
User Kind  Operations
Name of Report  Venue Transaction Report
Path  Report->Venue Report->Business Report-> Venue Transaction Report
Description 
We can be able to filter this report with Status like All (With Out Login Awaited), Lapsed, Login Awaited,
Issued, Pending, Cancel, Surrendered, Maturity Claim, Enforced.
Interface 
Resultant
24
User Kind  Sales
Name of Report  Five Target System & Critical No Report
Path  Report->Venue Report->Business Report-> Five Target System & Critical No Report
Description 
Five Target System & Critical No report is Venue Achievement report in this we can categorize Venue
Incentive Target , Achievement Target, Collected NAP & %, Login NAP & %, Issued NAP & %, Subsequent
fresh target & Achievement, Renewal Target & Achievement, Count of VM Star & VM , Sales star & Sales
Exe. , Tele star & Tele Exec. , Survey Star & Survey Exec , TL Tele Star and TL Tele, TL Survey Star and
TL Survey, TL Sales Star and TL Sales, and Critical No (Avg. Show rate, Closing Percentage of collected
cases, Avg. Ticket Size, No of Reference entered in WM.
Interface 
Resultant
25
User Kind  Sales / Tele / Survey
Name of Report  Pace Target Achievement Report
Path  Report->Venue Report->Business Report-> Pace Target Achievement Report
Description 
Pace Target Achievement report is to find out who had ready his target in precise phase of the month. We
have separated the month in the 5 conditions: Warm Up (1st to 5th), Pace Setter (6th to 10th), Mid Month (11th to
17th), 100% Point (18th to 15th), Bonus Builder (26th to 30th - 31st). Who has totaled his / her target as per
specified conditions he or she is add up at the same time as STAR.
Path to view Pace Sheet = Tools Pace TargetView Target
Interface 
26
Resultant Report for Sales:
Report for Survey:
Report for Team Leader / AVM Sales and so on for Team Leader Data Sourcing/Team Lead Tele/Tele
Executive/Venue Manager.
27
User Kind  Sales
Name of Report  Venue Dashboard
Path  Report->Venue Report->Business Report-> Venue Dashboard
Description 
Venue Dashboard is report where we measure up target & achievement between current and previous month
in terms of Overall, Zone wise, Venue wise, Product wise, Company wise. To analysis we need to select
region, zone, and branch category as [Insurance Venues], from and to date, type and based at very last click
on show button. Important fields like Target, Pro Target, Achievement, % will replicate in report.
Interface 
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Resultant
29
User Kind  Sales
Name of Report  Venue Critical No Report
Path  Report->Venue Report->Business Report-> Venue Critical-> Venue Critical No. Report
Description 
Venue Critical No report assist us to find out Avg. Show rate, Closing Percentage on collected, Ticket size as
per Table track for venue.
Interface 
Resultant
List of show rate, closing percentage and ticket size as per table track..!
30
User Kind  Sales
Name of Report  Daily Recap
Path  Report->Venue Report->Business Report-> Daily Recap
Description 
Daily recap report assist us to match up daily and monthly figures and this report does not contains
individuals venue where one person like Tele Manager, Tele Supervisor, Area Manager, Venue Manager not
exist in system.
Interface 
Resultant
31
User Kind  Sales
Name of Report  MRI Report
Path  Report->Venue Report->Business Report-> MRI Report
Description 
This is a one pager, all in one Report, which includes 91 fields related to your IPC's Performance
figures. This report be full of wide-ranging report which contains Critical Numbers; Leads collected
and used, Shows and Qualified, Life Insurance Fresh, Life Insurance Renewal (Mon), General
Insurance, Pace Target Stars winner no, Manpower, Revival Cases, Compliance calls. This report
also shows a comparison of these figures with previous month's figures.
Interface 
Resultant
32
User Kind  Sales
Name of Report  Company wise Policy Status
Path  Report->Venue Report->Business Report-> Company wise Policy Status Report
Description 
This Report displays the Company wise-Venue Wise Policy Status i.e. Cases & Amount (in Lacs) under
Login Awaited, Pending, Issued & Canceled Status & the reason for the respective status.
Interface 
Resultant
33
User Kind  Tele / Surveyor
Name of Report  Tele Employee Report
Path  Report->Venue Report->Tele Surveyor Report-> Tele Employee Report
Description 
Tele Employee Report assist us to view Tele Calling Up sheet where we identify Coupon date & time, guest
name, age, income, mobile, source, surveyor, TME, CRE, status [Q/NQ], remarks[Sale/No Sale]. We have 6
options to view Tele reports Tele Calling Up sheet, Tele Caller, Tele Supervisor, Tele Manager, Surveyor,
Business code wise Tele Caller.
Interface 
Resultant
Tele calling Up sheet:
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Tele Caller:
Tele Supervisor:
Tele Manager:
Surveyor:
35
User Kind  Tele / Surveyor
Name of Report  Tele Status Report
Path  Report->Venue Report->Tele Surveyor Report->Tele Status Report
Description 
Tele Employee Report is the information where Tele In charge can view No of Tele caller, qualified target,
qualified pro-rata target, Q achievement, Q Surveyor, Q Non Surveyors, Shows, Shows Q Ratio, Survey total
leads collected.
Interface 
Resultant
36
User Kind  Operations/Tele / Surveyor
Name of Report  Print PAI Report
Path  Report->Venue Report->Others->PAI Print
Description 
Print PAI /FIRE Report facilitate us to get to know in count of PAI we have issued to our Guest, This report
contains Master Policy No, Certificate No, Bajaj Code, Risk Commencement from and to Date, Name of the
investor, Gender, Address, Sum Insured, PIN, DOB, Mobile, Assignee details, Assignee relationship, Print
Date.
Interface 
Resultant
37
User Kind  Operations
Name of Report  Non – Reco Report
Path  Report->Venue Report->Others->Non – Reco Report
Description 
Non Reconcile report is the statement where we can fetch those transactions which are issued but the case is
not reconciled / checked at Head Office. This is specifically shaped for Head Office Operations.
Interface 
Resultant
38
User Kind  Operations
Name of Report  Pending & Login Awaited Report
Path  Report->Venue Report->Others->Pending & Login Awaited Report
Description 
Pending and Login Awaited report apply to track up for cash cases entered in system among Venues. Reports
contain AR Date, Client Name, Application No, Policy no, Company, Plan name, Premium, Status, Login
Date, Reason, Remarks, Status Date, No of days, Frequency, Pay Mode, Policy Issue Date.
Interface 
Resultant
39
User Kind  Sales
Name of Report  Bonus Report
Path  Report->Venue Report->Others->Bonus Report
Description 
Bonus Report is the report from where we view Bonus for Area Manager, Zonal Manager, and Regional
Manager. This report contains the field like Business Code, Name, Designation, Level, Target, Ach, Ach %,
Over Achievement, Bonus, Deduction, and Net Pay.
Interface 
Resultant
40
User Kind  Operations
Name of Report  PDR Status Report
Path  Report->Venue Report->Others->PDR Status Report
Description 
PDR Status report classifies us that the PDR image is uploaded against the AR No..! This report contains
Venue Name, AR NO, PDR No, PDR Date, Application No, Policy No, Name, Company, Plan, Status,
Premium, INAP, PDR Image Status {Uploaded / Not Uploaded}.
Interface 
Resultant
41
User Kind  Operations
Name of Report  Venue Inc. Report
Path  Report->Venue Report->Others-> Venue Inc. Report
Description 
Venue Incentive Report facilitates us to view the Incentive for difference designation category Tele, Sales,
Survey, Team Leader Data Sourcing, Team Leader FP & AVM FP.
Interface 
Resultant
Team Leader FP & AVM FP:
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Tele Manger Incentive Report:
Surveyor Incentive Report:
Sales Incentive Report:
43
Tele Incentive Report:
User Kind  Operations
Path  AccountsOnline Voucher Voucher Entry
Voucher Entry is the form where we enter staff API Expense, expensed related to Venues. If Business code
shown invalid in that cases mail you Business Code, Emp Name, Date of Joining, Designation to Navlesh
Kumar at HO Accounts Department.
44
User Kind  Operations
Path  AccountsOnline Voucher Voucher Entry Report
This report contains Voucher No, Voucher Date, Business Code, Department, Expense related to, Amount
and description.
45
User Kind  Operations/Sales
Name of Report  Payment Mode Tracking Report
Path  Report->Venue Report->Others-> Payment Mode Tracking
Description 
This Report displays the No. of Sales per Venue under different Payment mode i.e. Cash, Credit Card,
Cheque, DD & ECS for the month & parallel for the complete financial Year.
Interface 
Resultant
46
User Kind  Operations/Tele
Name of Report Dynamic Venue Booking Report
Path  Report->Venue Report->Others-> Dynamic Venue Booking Report
Description 
This is a new Report which displays Venue wise count of total coupon uploaded for a month, total coupons
assigned to the tele callers, count of total disposition saved in that month under different Disposition category
i.e. Already Attendant Seminar, Call Again, Confirmation, Not Available, Not Contactable, Not in use, Not
Interested, Not Reachable, NQ, Out of Station, Ringing, Switched off & Wrong No.
Interface 
Resultant
47
User Kind  Operations
Name of Report Sales Service Report
Path  Report->Dialer Calling Report->Sales Service Report
Description 
There are 6 campaigns for calling from HO to IPC's clients. These are:
1. Compliance Campaign (Welcome sales Clients) where calls to new clients acquired by IPC is made the
very next day. This Report shows the total cases for the month vs. the satisfied clients in that month.
2. LI SF & LI Renewal Campaign: displays the Total Due vs. Total Paid in the month & its percentage
achieved in terms of cases & Premium.
3. GI Renewal Campaign: displays the Total Due vs. Total Paid in the month & its percentage achieved in
terms of cases & Premium.
4. Cancellation Campaign: It displays the Total cases canceled in the month vs. Cases Revived in that month.
5. Feedback Campaign: It displays the total No sales data vs. the Sales made by the Tele calling team by
converting it into a lead.
Interface 
Resultant
48
THE END
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