Broker User Registration
Contents
1. 22 Figure 19 User Profile Change Password screen 23 Figure 20 Password Change Confirmation Message 23 Figure 21 Update User Profile nenne 24 Figure 22 User Profile Update Confirmation Message 24 Figure 23 Updating Security Question and 25 Figure 24 User Profile Screen for Sub Login ID 25 Figure 25 User Profile Change Password screen 26 Figure 26 Password Change confirmation 26 Figure 27 Update User Profile screen 27 Figure 28 User Profile Update Confirmation Message 27 Create Sub ID Screen ee N 30 Figure 30 Sub ID Creation Confirmation Sereen 31 Figure 31 Update Delete Sub ID 33 Figure 32 Update Sub ID Sereen an 33 Figure 33 Successful updating Acknowledgement Dialog2. 34 Figure 34 Update Delete Sub ID 35 Figure 35 Delete Sub ID Screen ss 35 Figure 36 Message Pre Deletion sees nenn anne nenn nnne nn 36 Version 1 0 4 Broker User Manual Prerequisites Prerequisites In order to access the BAP Portal and to perform activities the below mentioned hardware and software infrastructure is required Hardware Personal Computer Laptop Ethernet Card Operating System Office Utility Browsers Java Runtime Adobe Acrobat Reader Digital Signature Version 1 0 Intel processors Pentium 4 13 15 17 1GHz or above 1 GB RAM or above minimum 1GB recommended 80 GB or above HDD 10 100 Mbps Laser Jet Windows XP with Service Pack2 Windows Vista Windows 7 Mac OS v 10 5 MS Office 2003 or above Internet Explorer 6 0 7 0 8 0 Apple Safari 5 0 recommended Internet Explorer 8 0 JRE version 1 6 and above 9 0 version Class 2 and Above Broker User Manual Introduction to BAP Introduction to BAP Portal IRDA has taken an initiative of automation for facilitation of various activities that need to be undertaken by Insurance companies surveyors brokers and Third Party Administrators TPAs for regulatory compliance This program is called the Business Analytics Project or BAP as referred to henceforth In th
3. BROKER REGISTRATION AND RETURNS SUBMISSION USER MANUAL Version 1 0 04 April 2014 Broker User Manual Version History Version History Version 1 0 2 Broker User Manual Table of Contents Table of Contents FP SS UE 5 MHroducion to saugen 6 pole OI FORE LEE nenne 7 CON ONY 8 New Broker Applicant Registration 9 To egister on tne ponas E 9 IO DD ITEM 14 TO access al SA 14 FONTS ORE MEE 16 nisu eT eR T 17 iud sie I ee eet ee rn 17 1 2 Master UU 22 User Profile Tor SUB Loon Dee nn 25 Description of the menu tabs for Master IDs 28 Description of the menu tabs for Sub ID u 2u0022200022200 nenne nenne nenne nenne nnns 29 SUD DIDI IM E 30 Bm A 33 Deleting a SUB HR 35 Version 1 0 3 Broker User Manual List of Figures List of Figures Figure 1 User Sereen ac sands de tms ue phe On sp CC n E dU 10 Figure 2
4. Broker User Manual Creation of Sub IDs Creation of Sub IDs As an Insurance Broker you can create 3 sub login IDs on the BAP Portal using your Master or Organization ID Two of these sub IDs created are for the two Authorized signatories of the company who will digitally sign the applications and returns and third sub ID is for the Employee Creating a New Sub ID 1 Click Create Sub ID 2 The create sub id screen will open All mandatory fields on the form are marked with an asterisk User Profile Update Delete Sub ID Create SubIb First Name Nishant Middle Name Last Name Designation PAN Number Email ID d Date Of Birth Contact Number 91 97731221041 Figure 29 Create Sub ID Screen Version 1 0 30 Broker User Manual Creation of Sub IDs The details on Create Sub ID screen are explained in the following table 2m b 29 IH mem a a wv 3 First Name Enter First Name of the authorized signatory employee Middle Name Enter Middle Name of the authorized signatory employee LastName Enter Last Name of the authorized signatory employee Designation f the sub id is to be created for an authorized signatory then select authorized signatory If the sub id is to be created for an employee then select employee PAN Number Enter PAN number of the authorized signatory employee Email Id of the authorized signatory employee Date of Birth Ent
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6. Acknowledgement Message 12 Figure 3 Duplicate User Error Message 13 Foures Lodin AGS Sree i ins 14 Figure 5 Change Password Sree einir ninn EEE nennen nena nnn nnns 15 FOUG Logom SCRE C uscite 15 Figure 7 HelnieVval Page sans 17 Figure 8 Retrieve Master Organization ID 18 Figure 9 User ID Retrieval Confirmation Message 18 Figure 10 Retrieve User ID Password Selection 18 Figure 11 RENE Val Sub Login ID iiid deme dude t eumd en 19 Figure 12 User ID Retrieval Confirmation Message 19 Figure 13 Retrieve Password 20 Figure 14 Additional Retrieve Password Options 20 Figure 15 Retrieve Password Process esses enne nnn 21 Figure 16 Retrieve Password Process 21 Figure 17 Incorrect retrieval information error 21 Figure 18 User Profile Screen for Master ID
7. For Password e Your account will be locked after you make three unsuccessful attempts to log into the portal e Incase of password change your new password must be different from the last five passwords e Incase you forgot your password click on Forgot User ID Password on login Screen It will redirect you to Retrieve User ID Password Version 1 0 16 Broker User Manual Retrieve Credentials Retrieve Credentials If you forget your login credentials you can retrieve them using the Retrieve User ID Password option To Retrieve User ID i 1 On the IRDA BAP portal login screen click Forgot Password User ID The Retrieve User ID Password screen is displayed Retrieve User ID Password Retrieval Type Ci UserID gt Password Figure 7 Retrieval Page In Retrieve Type select User ID Additional fields are displayed From User Type drop down list select Corporate From Corporate Type select Broker From Retrieve select the type of ID that you need to retrieve If you try to retrieve Master Organization ID then you will be prompted to enter Registration Number 7 f you try to retrieve Sub Login ID then you will be prompted to enter Master ID and Registered Sub Login Email ID p V S SN Version 1 0 17 Broker User Manual User Profile for Master ID Retrieve User ID Password Retrieval Type UserID Password User Type Corporate 7 Corporate Type Retriewe Master Organi
8. Password 1112000 Note ALL Fields marked with mandatory Security Question Whatis yourfavon Security Answer asses Retrieve Password Figure 15 Retrieve Password Process 7 Click Retrieve Password An Acknowledgement dialog box is displayed notifying that your password has been sent to your registered Email ID Acknowledgement af Your new Password has been sent to your registered Email ID Figure 16 Retrieve Password Process 8 Click OK The password is sent to your registered email ID If you enter incorrect retrieval information an error message is displayed stating that the entered details could not be verified Details provided could not be verified Please check Figure 17 Incorrect retrieval information error message Version 1 0 21 Broker User Manual User Profile for Master ID User Profile for Master ID When you login to the portal the User Profile screen is displayed On this screen you can change password and update your profile Create Sub ID Update Delete Sub ID User Profile User Profile Organization Mame AVE broking Address All arena block Address hear many Jof Address hbariman point Country State MARARASHTRA District MUMBA City MUMBA Region Urban 00012 Email ID bhawna priyaiintinfotech com Contact Number 31 9730722101 Change Password Update User Profile Figure 18 User Profile Screen for Maste
9. alternate e mail ID Enter the Contact Person from your organization Enter your contact number oo 5 gt 5 5 0 9 9 3 29 z 3 o o 5 AQA Version 1 0 1 Broker User Manual User Profile for Master ID Registration Details Organization 0 MEM Registration ID Enter your organization registration No Registration Enter your organizations date of registration Security Question Security Question Select a security question from the drop down list Enter the answer for the selected security question Please note Security Answer down the security question and answer as these would help you retrieve your user ID password in case you forget them Verification Code Verification Enter the case sensitive verification code 6 Enter the relevant information and click Submit An Acknowledgement dialog box is displayed along with your User ID notifying that the registration is successful Acknowledgment m v Your registration has been successfully completed Your UserlD is SOFT1212000 and Password has been sent to your registered Emaill Figure 2 Acknowledgement Message 7 Click OK The user ID and password are sent to your registered email ID 8 User ID created is the Master ID of your organization This is used to create and manage Sub IDs 9 After you have registered in the portal you can create sub ids for 2 Authorized signatories and 1 Employee of
10. as been successfully updated Figure 22 User Profile Update Confirmation Message 3 Click OK Version 1 0 24 Broker User Manual User Profile for Sub ID User Profile for Sub Login ID When you login to the portal as a Broker Sub ID the User Profile screen is displayed 1 You need to first enter your security question and answer Broker User Profile User Profile Please enter your security question and answer Security Question What is your favo Security Answer 1 Please update your security question and answer Figure 23 Updating Security Question and Answer 2 Click Submit Broker User Profile User Profile Name Address Address Addresses Country state District City Region Pin lode Email ID Contact Number Nishant Kumar Verma AN arena Block near IOK nariman paint INDIA MAHARASHTRA MUMBA MUMBA Urban 400012 bhawna priyasgpntinfatech com 3981 8 73122101 Change Password Update User Profile Register Digital Signature Figure 24 User Profile Screen for Sub Login ID You can change password and update your profile You also need to register your digital signature from this page Version 1 0 29 Broker User Manual User Profile for Sub ID To Change Password us i 1 On the User Profile screen click Change Password The Change Password screen is displayed User Profile User Profile Note All marked with a
11. ave following functionalities available in the BAP Portal Submission of Returns Pay Annual fees View License Details Pay Penalty employee of the broker firm can only fill the form however the submission of the forms can be done by Authorized signatories only Please refer to IRDA regulations for list of Authorized Signatories Version 1 0 Broker User Manual Registration Process New Broker Applicant Registration For getting a license from IRDA to work as a Broker applicant is required to fill an online New User registration form available on IRDA BAP Portal To register on the portal 1 Open a browser and enter the following address www irdabap org in The IRDA BAP portal home page is displayed Go to Brokers Tab Click Register The User Registration screen is displayed From User Type drop down list select Corporate From User Role drop down list select Broker The Corporate Registration screen is displayed All mandatory fields on the form are marked with an asterisk 1 0 9 Broker User Manual User Profile for Master ID MB Ape 2913 1 12 41 Better Fegelation Through Automation amp Business Analytics Wek ome Guent Shawna Contact Number 9 9790722101 Organizon Regataten 2245670901224 56X Date Ct Regwitraton 1042012 RY Searty Quee What i your Arawe none A Cote 722r Enter Verficaten C
12. e current technology driven environment this portal delivers ease of use and uniformity in routine activities like online filing of returns submitting applications for enrollment new license renewals and other changes to existing licenses This application also supports on line clarification of queries and provides notifications reminders and alerts for adherence to timelines This initiative will ensure good communication between insurance players and IRDA Standardized and timely collection of industry data will help IRDA in efficient supervision of insurance operations monitoring and tracking for the development of the insurance industry in India Version 1 0 6 Broker User Manual Role of Broker Role of a Broker Brokers are intermediaries between the prospective customers and insurers In order to ensure that insurance and reinsurance business is transacted along proper lines there are set out rules of conduct and licensing procedures to be followed All brokers operating in the insurance market need to be duly licensed by IRDA and also need to submit periodic returns reporting details of the operations Version 1 0 Broker User Manual Overview Overview The BAP portal provides easy one time online registration for brokers The Insurance Broker can then perform following activities e New Broker Applicant Registration e Creation of sub IDs e Update Delete sub Id Retrieve user Id Password Existing broker h
13. er Date of Birth of the authorized signatory employee Contact Enter Contact number of the authorized signatory employee Number 3 Click Create ID An Acknowledgement dialog box is displayed along with your User ID details notifying that the registration is successful Acknowledgement af The registration af the Sub ID has been successfully completed The User ID NIVE1004000 and Password have been sent to the registered Email ID Figure 30 Sub ID Creation Confirmation Screen 4 Click OK 5 Click Cancel will take the user to the previous page without saving any information filled on this page 6 Clicking on Clear will clear all contents filled on this screen Version 1 0 31 Broker User Manual Creation of Sub IDs You are allowed to create only 3 sub ids Please delete any existing sub ids which are not required anymore for creation of new sub ids 2 For creation of sub IDs for new authorized signatories broker should inform IRDA about the changes first through the changes during licensing period form get the approval then only respective Broker will be allowed to create sub IDs for new authorized signatories 3 Out of the two Authorized Signatories one should be a Director and the other should be a Principal Officer Version 1 0 32 Broker User Manual Updating a Sub ID Updating a Sub ID You can update the details of the sub ID s created as well Updating a Sub ID 1 Click Update Sub ID link U
14. f the sub ID s created by you To Delete Sub ID in 1 Click on Update Delete Sub ID List of all the created Sub IDs will be displayed User Profile Create Sub ID UpdateMelete Sub ID Update Delete ID E User ID User Mame Designation E NIVE1004000 Nishant Kumar Verma Authorised Signatory DISI0304000 Digvijay Singh Authorised Signatory E SMPA0603000 Sneha arun Pawar Employee 1 Please select a user id to update or delete Figure 34 Update Delete Sub ID Screen 2 Select the Sub ID which you want to delete and click on Delete a Confirmation dialog box is displayed User Profile Create Sub ID Update Delete ID User ID User Designation NIVE1 004000 Nishant Kumar Verma Authorised Signatory DISI0304000 Digvijay Singh Authorised Signatory SHP40603000 Sneha arun Pawar Employee 1 Please select a user id to update or delete Figure 35 Delete Sub ID Screen 3 A confirmation Message will be displayed with Yes and No button Version 1 0 35 Confirmation diy Are you sure you want to delete the User ID DISIO304000 Figure 36 Message Pre Deletion 4 f you want to proceed with deleting the user account then Click Yes else click No 5 If you click Yes the sub id will be deleted If you click No you will go back to the Update Delete sub id screen 6 Click Cancel will take the user to the previous page without saving any information filled on this page
15. n ID 8 Click Retrieve User ID An Acknowledgement dialog box is displayed notifying that your User ID has been sent to your registered email ID Acknowledgement af Your User ID has been sent to your registered Email ID Figure 12 User ID Retrieval Confirmation Message 9 Click OK The User ID is sent to your registered email ID Version 1 0 19 Broker User Manual User Profile for Master ID To Retrieve Password tb 1 On the login screen click Forgot User Id Password The Retrieve User ID Password screen is displayed 2 In Retrieval Type select Password Additional fields are displayed Retrieve User ID Password RetrievalType Ci UserID de Password Figure 13 Retrieve Password Options In User ID field enter your user ID 4 Click Submit Additional fields are displayed 3 Retrieve User ID Password Retrieval Type C Useri de Password User ID MAHI1112000 Enter same details provided at the time of registration Note ALL Fields marked with are mandatory security Question Whatis your favo Security Answer Retrieve Password Figure 14 Additional Retrieve Password Options 5 From Security Question drop down list select the question that you had selected while registration 6 In Security Answer field enter the answer to the security question Version 1 0 20 Broker User Manual User Profile for Master ID Retrieve User ID Password Retrieval Type UserlD de
16. nowledgement qf Your user profile has been successfully updated Figure 28 User Profile Update Confirmation Message 3 Click OK Register Digital Signature is displayed in User Profile of Authorized signatory only Version 1 0 27 Broker User Manual Description of Menu Tabs for Master IDs Description of the menu tabs for Master IDs The Master ID screen contains the following menu tabs 1 Creation of Sub ID You can create sub ids for Authorized signatories and employees of the company You are allowed to create two sub ids for authorized signatories and one for employee 2 Update Delete Sub ID You can update the designation Email id and contact number of any of the Authorized signatory and employee At the same time you can also delete any of the Authorized signatory employee ids created on the portal Version 1 0 28 Broker User Manual Description of the menu tabs for Sub ID Description of the menu tabs for Sub ID The Sub ID screen contains the following menu tabs 1 Returns Allows you to submit returns that include information related to the business conducted by the firm during the financial year 2 Pay Annual fees Allows you to pay the annual fees with details such as payment amount due date etc 3 View License Details Allows you to view the status and other information related to License 4 Pay Penalty Allows you to view and pay the penalties imposed on you by IRDA Version 1 0 29
17. nter your current password In New Password field enter your new password In Confirm Password field re enter your new password Click Change Click Cancel to go back to the login screen To Log Off from the portal 1 Click Log Off A Log Off confirmation dialog box is displayed SAP NetWeaver Portal Webpage Dialog Are you sure you want to log off Figure 6 Log off Screen 2 Click Yes to log out Else Click No to go back to the previous screen Version 1 0 15 Broker User Manual Points to Remember Points to Remember For User ID e Master ID will never be locked e For Updation of Sub ID details select the desired sub ID and click on Update button system will display selected User ID record for editing You can update the designation Email ID and Contact number of the Sub ID and then click on button Update ID e For deletion of sub ID select desired sub ID and click on Delete button system will display User Confirmation message shown as below Are you sure you wanted to delete the User ID lt xxxxx gt e lf you select Yes then system deletes the User ID however this is a soft delete If you wish to create new sub ID you can do so by clicking on menu Create Sub ID e f you select No then User ID remains same and control remains on same screen e clicking Cancel button will redirect you to previous page
18. ode T2 Le ers Case era E Figure 1 User Registration Screen The fields in the Insurance Broker Registration Screen are explained in the following table on Enter the name of organization Enter corporate PAN card number Select either Company or Partnership Firm Version 1 0 10 Broker User Manual User Profile for Master ID JJ o l zh gt Q Q o 0 Enter the first line of the address Enter the second line of the address Enter the third line of the address India is displayed by default Select the state from the drop down list Select the district from the drop down list City Select the city from the drop down list Region Pin Code Select the region from the drop down list Enter your pin code number Enter the first line of the address Enter the second line of the address Enter the third line of the address India is displayed by default Select the state from the drop down list Select the district from the drop down list City Select the city from the drop down list Region Pin Code Select the region from the drop down list Enter your pin code number gt gt gt DDD aaa o c aaa c aaa 0 0 0 0 0 Oo lt 0 0 lt 0 e N e N Q O e er 2 o Enter your Email ID Enter your
19. r ID To Change Password 1 Onthe User Profile screen click Change Password The Change Password screen is displayed Version 1 0 22 Broker User Manual User Profile for Master ID User Profile User Profile Note All fields marked with are mandatory New Password Confirm New Password Jesss Change Password Figure 19 User Profile Change Password screen In Old Password field enter the current password In New Password field enter the new password In Confirm New Password field re enter the new password e id ed Click Change Password An Acknowledgement dialog box is displayed notifying that your password has been changed successfully Click OK Confirmation af Your password has been successfully changed amp E3 Figure 20 Password Change Confirmation Message Version 1 0 23 Broker User Manual User Profile for Master ID To Update User Profile 4 1 On the User Profile screen click Update User Profile The Update User Profile screen is displayed Through this screen you can only update only your contact details Create Sub ID Update Delete Sub ID User Proflle User Profile ashish duttaffintinfob 91 8730722101 What your fave Submit Figure 21 Update User Profile Screen 2 Click Submit An Acknowledgement dialog box is displayed notifying that your profile has been successfully updated Acknowledgement qf Your user profile h
20. re mandatory Old Password ILLLLLLLLIT New Password 7 Confirm New Password seeseees Change Password Figure 25 User Profile Change Password screen In Old Password field enter the current password In New Password field enter the new password In Confirm New Password field re enter the new password Click Change Password An Acknowledgement dialog box is displayed notifying that your password has been changed successfully Confirmation gf Your password has been successfully changed Figure 26 Password Change confirmation message 6 Click OK Version 1 0 26 Broker User Manual User Profile for Sub ID To Update User Profile O 1 On the User Profile screen click Update User Profile The Update User Profile screen is displayed Through this screen you can only update only your security question and answer User Profile User Profile Mame Address Andrezzz Adcdress3 Country State District ity Region Pincode Email IC MISDAN Vera Add arena Dock Desk NNE ol Say OA Ia AAA SA IM nes y y Urban tO 2 Aah Pria unc noted hoon 91 Contact Mumber Security Question What is your favor Security Question Security Answer Figure 27 Update User Profile screen 2 Click Submit An Acknowledgement dialog box is displayed notifying that your profile has been successfully updated Ack
21. ser Profile Create Sub ID Update Delete Sub ID Update Delete ID E User ID User Mame Designation mM NWE1004000 Nishant Kumar Yerma Authorised Signatory E DI510304000 Authorised Signatory u SNPA0603000 Sneha arun Pawar Employee 1 Please select a user id to update or delete Figure 31 Update Delete Sub ID Screen 2 Select the User Id to be updated and Click Update to view Update Delete ID ocreen User Profile Create Sub ID Update Delete Sub ID Update Delete ID EM User ID User Designation NWEI1004000 Nishant Kumar Werma Authorised Signatory DISI03 gt 04000 Authorised Signatory SNP40603000 Sneha arun Pawar Employee Update Sub ID Sub User ID MIVETOO4000 Sub ID User Name Nishant Kumar Verma Date Of Birth 10 04 1978 Number PEENS T2670 Designation Email ID Contact Number 91 9773122101 Figure 32 Update Sub ID Screen Version 1 0 33 Broker User Manual Updating a Sub ID 3 You can update the Designation Email ID and Contact Number for the Sub ID created 4 Click Update ID An acknowledgement message will be displayed on screen Acknowledgement Figure 33 Successful updating Acknowledgement Dialog Box 5 Click OK 6 Click Cancel will take the user to the previous page without saving any information filled on this page Version 1 0 34 Broker User Manual Deleting a Sub ID Deleting a Sub ID As an Insurance Broker you can delete the details o
22. your organization you try to create multiple accounts by entering same registration number a User already exists error message is displayed Version 1 0 12 Broker User Manual Version 1 0 User Profile for Master ID of User already exists Figure 3 Duplicate User Error Message 13 Broker User Manual Login Process Login Process To access the portal To access the BAP portal you need to login by entering valid credentials te ta p 1 Open a browser and enter the following address www irdabap org in The IRDA BAP portal home page is displayed 2 Click Login The IRDA BAP portal login screen is displayed IRDA BAP PORTAL User Password Log On Logon Problems Foraot Password Chanoe password INSURERS AGENTS TPA SURVEYORS BROKERS Figure 4 Login Page Screen In User field enter your user ID In Password field enter your password Click Log On User Profile will be displayed along with your Name on the screen The Change Password screen is displayed if you are logging in for the first time or if your current password is in use or 45 days or more Otherwise the User Profile page is displayed Version 1 0 14 Broker User Manual User Profile for Master ID Change Password Old Password New Password ALLET EEE T Confirm Password seeeeeeeee Figure 5 Change Password Screen Follow the below steps to Change Password In Old Password field e
23. zation ID Sub Login ID Master ID SOFT1212000 Registered Sub Login Email ID Khatriceintinfotech com Retrieve User Id Figure 8 Retrieve Master Organization ID Options 8 Click Retrieve User ID An Acknowledgement dialog box is displayed as shown below notifying that your user ID has been sent to your registered Email ID Acknowledgement af our User ID has been sent to your registered Email ID Figure 9 User ID Retrieval Confirmation Message 9 Click OK Retrieve Sub Login ID 1 the login screen click Forgot User Id Password The Retrieve User ID Password screen is displayed Retrieve User ID Password Retrieval Type C UserID Password Figure 10 Retrieve User ID Password Selection Version 1 0 18 Broker User Manual User Profile for Master ID In Retrieve Type click User ID Additional fields are displayed From User Type drop down list select Corporate From Corporate Type drop down list select Broker In Retrieve click Sub Login ID Additional fields are displayed In the Master ID field enter the Master ID uU Ste m In the Registered Sub Login ID enter your registered E mail ID Retrieve User ID Password Retriewal Type UserID Password User Type Corporate Corporate Type Broker Retrieve Master Organization ID Sub Login ID Master ID SOFT1212000 Registered Sub Login Email ID Retrieve User Id Figure 11 Retrieval Sub Logi
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