Partner Portal Onboarding

Installation

• Assign SPOC
• Get AWS Account Credentials
  • Deploy Application (in broker URL)
  • Enable POS / Referral Feature at SIBRO
  • Enable/Disable agreed features
    • Basic Features
    • Sign Up Journey
    • Integration
• Email OTP Coordination & Configuration
• Mobile OTP (Optional) Coordination & Configuration
• PWA Configuration
• Theme Customization & Finalization
  • Overall Proportions & Quality
  • Transparent Logo
  • Dark Mode
• App Store Coordination (optional)
• Play Store Coordination (optional)
• Training
  • Basic Features
    • Insurer & Policy Logos @ SIBRO (training)
    • Insurer & Policy Short Names @ SIBRO (training)
  • Sign Up Journey
  • Integration
• Update protracted accounts for billing

Basic Features

• Dashboard
• Policy
  • Add Business (coming soon)
• Upcoming
  • Follow Up
  • Add Prospects
• Earnings (coming soon)
• Tickets (coming soon)

Sign Up Journey

• Sign Up Journey till KYC
• Training
  • General (Full Chapters)
  • Life (Full Chapters)
• Exam
  • General (Full Set)
  • Life (Full Set)
  • 2 hours, 50 questions
• Certificate
• Agreement
• Email Notifications

Integration

• Assing Integration SPOC
• Share the integration Process with the Broker
• Share our preferred company list
• Create & Share Tracker
• Broker arranges KIt
• Integration Development, Coordination & Go Live
• Update protracted accounts for billing