July 2, 2025
We are happy to present Enablers for Life Insurance Offerings to help you sail through client conversations and improve your own understanding of the different aspects of life insurance products. For your easy reference, we have collected all the enablers pertaining to our life insurance offerings published so far in this one mail and these can be easily accessed at your convenience through the links provided. We will continue to update this compendium on an ongoing basis for updates as and when we add new products or partners for life insurance. So save this communication and watch this space.
What is life insurance?
| Document Name | Purpose | Target Group | Frequency of update |
| Basics of Life Insurance | Learn the basics of life insurance | Front line only (internal) | Ad hoc |
Insurance specified person (SP) certification requirement
| Document Name | Purpose | Target Group | Frequency of update |
| Insurance Exam registration process | This manual provides guidance for mandatory training and examination requirement for the front line and any other channel involved in the activity of selling life insurance products. | Front line only (internal) | Ad hoc |
Incentive structure and product equalisation
| Document Name | Purpose | Target Group | Frequency of update |
| Life Insurance Incentives | The insurance incentive plan is now LIVE. View the details of the plan here. | Front line only (internal) | Ad hoc |
| Insurance Incentive Calculator | Know your incentive in seconds - plan smarter, earn faster. | Front line only (internal) | Ad hoc |
| HDFC Life Product Equalization | Gain insights into the respective product equalisation/weightage | Front line only (internal) | Ad hoc |
| ICICI Product Equalization | Gain insights into the respective product equalisation/weightage. | Front line only (internal) | Ad hoc |
Sales Enablers: Self-learning modules
| Document Name | Purpose | Target Group | Frequency of update |
| HDFC Life M - Learn | Explore HDFC Life's M-Learn/GOAL portal for product information and lots more. | Front line only (internal) | Ad hoc |
| HDFC Life - Insta - A Walk Through | HDFC Life's InstaA is a unique chat bot that will answer all your insurance related queries. | Front line only (internal) | Ad hoc |
| ICICI Pru - My coach LMS App | Explore ICICI Pru's My Coach for product information and sales pitch. | Front line only (internal) | Ad hoc |
| ICICI Pru - E-Quote App for RMs | Discover how to maximise the potential of ICICI Pru’s E-Quote App to enhance customer interactions and improve communication efficiency. This powerful tool helps you engage with customers more effectively, making your conversations smoother and more impactful. | Front line only (internal) | Ad hoc |
Partnerwise product details
| HDFC Life | ||||
| Product Name | Plan Type | Product Description | Target Group | Frequency of update |
| Click 2 Protect Super Product Presentation Product Brochure |
Term | The presentation provides comprehensive details of HDFC Life's product - Click 2 Protect Super. It includes a thorough explanation of the product along with relevant examples to illustrate its features. | Front line only (internal) | Ad hoc |
| Click 2 Achieve Product Presentation Product Brochure |
Endowment | The presentation provides comprehensive details of HDFC Life's product - Click 2 Achieve. It includes a thorough explanation of the product along with relevant examples to illustrate its features. | Front line only (internal) | Ad hoc |
| Sanchay Plus Product Presentation Product Brochure |
Endowment | The presentation provides comprehensive details of HDFC Life's product - Sanchay Plus. It includes a thorough explanation of the product along with relevant examples to illustrate its features. | Front line only (internal) |
Ad hoc |
| Sanchay Par Advantage Product Presentation Product Brochure |
Endowment | The presentation provides comprehensive details of HDFC Life's product - Sanchay Par Advantage. It includes a thorough explanation of the product along with relevant examples to illustrate its features. | Front line only (internal) | Ad hoc |
| ICICI Prudential Life Insurance | ||||
| Product Name | Plan Type | Product Description | Target Group | Frequency of update |
| ICICI Pru Gold Product Brochure Product FAQs |
Endowment | The presentation provides comprehensive details of ICICI Pru's product - Gold. It includes a thorough explanation of the product along with relevant examples to illustrate its features. | Front line only (internal) | Ad hoc |
| iProtect Super One Pager Product Brochure Product FAQs |
Term | The presentation provides comprehensive details of ICICI Pru's product - iProtect Super. It includes a thorough explanation of the product along with relevant examples to illustrate its features. | Front line only (internal) | Ad hoc |
| Gift Select Product Presentation Product Brochure Sales Pitch |
Endowment | The presentation provides comprehensive details of ICICI Pru's product - Gift Select. It includes a thorough explanation of the product along with relevant examples to illustrate its features. | Front line only (internal) | Ad hoc |
| Platinum Product Presentation Product Brochure |
ULIP | The presentation provides comprehensive details of ICICI Pru's product - Platinum. It includes a thorough explanation of the product along with relevant examples to illustrate its features. | Front line only (internal) | Ad hoc |
Policy log-in process
| Document Name | Purpose | Target Group | Frequency of update |
| HDFC Life Policy Login Process | Know the customer log-in process in detail. | Front line only (internal) | Ad hoc |
| ICICI Pru - Login to Issuance | Know the customer log-in process in detail. | Front line only (internal) | Ad hoc |
| Published by Team Internal Communications | |
| This newsletter is for internal circulation only. It may not be published, reproduced or quoted in part or in whole, nor may it be published on social media without prior consent. The content is strictly copyright and reproduction of the whole or part of it in any form is prohibited without written permission from the Internal Communications department of Mirae Asset Sharekhan. | |
| Join us on |  |
 |
 |
 |