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Why Choose Covernote ?

How to become a POS

Eligibility Criteria

As per the regulations specified by the IRDAI, there are two specific eligibility criteria to become a PoSP advisor:

You should be 18 years old or above
Educational qualification – you should have completed at least 10th standard

Steps to become a licensed POSP advisor

Enroll for the training program
Submit your KYC details and documents
Undergo a training program
Complete the examination on the Covernote App/Website
Once you pass the exam, you will be a certified PoSP advisor and will be able to sell insurance policies as per the PoSP(Point of Sale Person) guidelines (prescribed by the IRDAI)

How Covernote works

Covernote-certified advisors are enabled to provide quotations across car, bike, life, health, and travel insurance within seconds. It provides customised options for unique customer requirements such as adding or removing specific policy features.
The digital platform also enables the advisor to suggest relevant insurance plans based on customer’s life stage and needs.
Once the customer and advisor have mutually agreed upon the insurance company and the product, the agent aids the customer in filling the proposal form on the app.
Later, the agent can click on the payment link and the customer instantly receives the link on the phone to pay via credit card, debit card, net banking, or digital wallets.
Following which, the policy is instantly delivered to the customer
The customer is also given the option to retrieve the policy online at any point of time by logging into the account.