Become a POSP Advisor with covernote

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WHY CHOOSE COVERNOTE ?

Be your own boss

Sell insurance from the comfort of your home and at your convenience.

Unlimited earnings and rewards

Opportunity to earn is unlimited through attractive payouts and rewards.

Instant Policies

Generate policies instantly at affordable premiums, from multiple insurance companies.

Zero investment required

Free registration, backend support and free training to become a certified agent.

Backend Support

Instant support and assistance available through our backend team at all times.

Business tracking

Manage renewals, claims, track your business and achievements on the Covernote app.

Reinventing the Digital Agent Model

Despite the digital transformation that India has gone through, customers still prefer to be hand-held in the process of buying insurance. Covernote, an app-enabled platform, aims to digitize the entire insurance value chain for POSP advisors, insurers and end customers, while ensuring that the POSP advisors are constantly guiding the customer, helping them choose the right insurance product.

How to become a POSP Advisor

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.

IRDAI LICENCE NO. 703 DIRECT INSURANCE BROKERS (LIFE & GENERAL)