1. PLI Agent Training Online.
1.1 If you recently obtained a PLI
agency for PLI business procurement, you will be issued a provisional license
which will be converted into a permanent license on passing the licentiate
examination from the insurance institute of India.
1.2
Before you proceed with the PLI agent online training through the mobile app,
you have the check the following points:-
1.3.Permanent license will be valid for a period of 5 years from the date of engagement
of the Direct Agent, which may be renewed by the Head of Postal
Division every year on the basis of satisfactory performance by the Direct
Agents in PLI business and subject to the procurement of minimum 4 policies per
year.
1.4 the PLI agency will be terminated
if Direct Agent fails to clear licentiate examination within a period of 3
years of their engagement as a PLI agent from the Insurance institute of
India.(III).
1.5 This exam can be passed online mode
on the PLI Mobile training app. The agency will also be terminated if the
permanent license is not renewed by the agent every year after 5 year of
engagement as PLI agent.
2. PLI Agent Training from
the Insurance Institute of India(III)
2.1 PLI Directorate is in close
coordination with the Insurance Institute of India (III), Mumbai for imparting
training and holding licentiate examinations for the sales force of PLI and
RPLI through offline mode.
2.2 In today's digital world, where
most of the activities are being performed digitally, it is necessary that the
training, as well as licentiate examination for the sales force of PLI and
RPLI, may be carried out through a mobile app in online mode.
2.3 This will make training and
licentiate examination for the sales force of PLI and RPLI convenient,
economical, and digital within the time.
3.
PLI Mobile Training App
3.1 The 'PLI Mobile Training App' for the sales force of PLI
and RPLI in collaboration with the Insurance Institute of India, Mumbai has
been launched on 12.10.2022 by PLI.
3.2 This mobile app is being
developed in 12 languages by the Insurance Institute of India (III) Mumbai.
Initially, this PLI Mobile Training App will be available in Hindi &
English only, and later on in other regional languages like Gujarati, Kannada,
Telugu, Tamil, Marathi, Bengali, Assamese, Malayalam, Oriya and Punjabi.
3.3 This App has training material in
Audio Visual mode as well as in an e-book format. The same e-book will be
available for download after making the necessary fee online. Further,
this app will also facilitate online licentiate examination.
3.4 After launching of PLI Mobile
Training App on 12.10.2022, the training will now be modified and shall be of
15 hours duration on the App from the time of registration by DA/FO.
3.5 The 3 days in-house PLI agent
training and 3 days of practical training at the Divisional level for PLI Sales
Force will be dispensed with from 12.10.2022 onwards. The PLI training through
PLI app will be sufficient for agent.
3.6 Online training is open for a
duration of 30 days from the date of activation by the PLI sales force. It has
15 hours of mandatory training for PLI/RPLI sales force. Hence, before
activating the app please ensure the road map for completion of this training
within the time period.
3.7 After training, the candidate
(sales force) can appear in an online licentiate examination with unlimited
attempts within 30 days of activation through online mode.
4. Features of 'PLI Mobile Training
App’
4.1 The online training will be open
for a duration of 30 days from the date of activation by an agent or till his
/her passing examination, whichever is earlier.
4.2 The online training Module will
initially be available in English, Hindi and later in other languages as in a
phased manner.
4.3 Registration form for the candidate
is available on the App for their facility. The same can be submitted online by
an agent.
4.4 The PLI agent can search "PLI Mobile Training App" in Google Play Store and
download it for registration/training.
5. PLI Agent online registration for
training and fee payment.
5.1 The candidate has to Create an
Account and Enter the Candidate’s Details. It is expecting the unique
combination i.e. (Agent Code + PAN Number + Email ID of the candidate).
5.2 While creating Account, the
candidate will have to enter the following details: Agent Code, Email ID, and
Name of the Candidate, PAN, Mobile No, and Candidate’s Address, Circle, Region,
and Division.
5.3 The fees for Training and
Examination is Rs. 339/ (Training material Rs. 219+ Exam Fee Rs.120)-+ Rs.61,
GST = Rs. 400/-.
PLIAgent online registration Process
5.4 If the Agent is not able to
complete both i.e. Training of 15 hours and examination within 30 days, then
the Agent needs to pay fees i.e. Rs. 400/ towards Training and Examination
fees again, hence ensure the same before activation of the app.
5.5
If the PLI Agent completes training of 15 hours within 30 days but is not able
to pass the examination within 30 days, then he/she needs to pay Rs. 120/
towards Examination Fees. The training module will accordingly be activated for
30 days to re-appear for the examination with unlimited attempts for 30 days.
5.6
The Agent needs to access Training Module to complete 15 hours of Training and
pass the examination on the same platform.
5.7 The PLI Agent has to get 35% to
pass the examination. There will be total 25 questions. There will be unlimited
attempts to pass the examination within 30 days. (The total 30 days will
be calculated from the date of payment of fees)
Tips: - It is better to get preparation
for exam before fee payment. Get some knowledge from other agents.
5.8
After passing the examination, the PLI Agent can generate a Training cum
Examination Passing certificate of Licentiate Examination from the App itself.
6. Fee paid for exam and
reimbursement:-
6.1
Initially, Des (Departmental Employee) and GDS have to register for the
training on the App and pay the fees Rs. 339/- + GST on their own cost.
6.2
After successful completion of training and examination, the DEs and GDS have
to submit the training cum examination completion certificate to their
Division.
6.3 Thereafter, the fees paid by DEs
and GDS will be reimbursed by the Head of the Division from PPSS (Non-Scheme)
by issuing a sanction order.
Conclusion and Tips for successful PLI
Agent:-
Ø If
you are appointed a PLI/RPLI agent, Direct or Departmental, it is better to
clear the licentiate exam through a mobile app as earliest.
Ø Before
this exam you must aware of the basic features of the PLI/RPLI and read all the
PLI rules also from SANKLAN.
Ø Get
some knowledge from the web and other agents for success in exams.
Ø Also
ensure timely renewal of your license to avoid the lapsation.
Ø It
is also ensured to procure a minimum 4 policies per year else your agency will
be terminated.
Ø Keep
in touch with your PLI customer for any help and support for a successful
agent.
Ø Always
share your whattsup number to PLI customers for any support to them.
Ø Always
encourage to customers to make the PLI payment online mode.
Ø Help
the customer to get register in the PLI customer portal
Ø Always
log in to your agent portal from time to time for information.
Ø Ensure
providing policy documents to customers in time and keep in touch with your
CPC.
Help Desk of Insurance Institute of
India
If
the candidate faces any problem, the candidate can send an email to the
following email ids:-
OR
The
candidate can also contact on following numbers – 022-26544220/298/208
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