TATA AIA - GLIDE

DESCRIPTION: Welcome to step by step guide for TATA AIA Glide App for your Tablet device.
Optional line - This App will enable you to complete the entire sales process at the point of sale.
To download the app, click on this link and follow instructions.
To Login, The agent has to enter their NT ID & the Password

SUPER - Password same as your system NT ID Password

SUPER - Ensure internet connectivity before first time login
The Home Page gives an overview of policies submitted and direct access to various lead stages. This also provide a direct access to Solutions i.e, List of Products, App Tracker, Policy Tracker,
Downloads for Brochures, forms etc.

Click + icon to create a “Lead Page.”
Here is the application process flow that will help you understand the process better.
Clicking Solutions will list all available products.
SUPER - Link also available on Home page
Clicking on a product will give its detailed.

App Tracker gives status of the leads. For example, 1 lead could have Fact
Finder status while 2 leads could be “SIS in progress.”
Once the Fact Finder stage is completed, the lead will reflect in “SIS in progress”, subsequently in “SIS Completed. “
Subsequently, the final stage – “Application in Progress. “
Click on “Policy Tracker” to get the status of all the policies.
For instance, a policy could have a Decline status while 2 policies could be in “UW pending” status.
This page will give a clear picture of where we stand, what needs to followed up or your next action.
Alternately, as an example of next status of the policy submitted, a policy could be initiated at Level 1, another rejected at Level 1, while yet another approved by Level 2.
To find the reason of rejection at level 1, click on that that policy.
You may click here to upload any required documents
This option will be highlighted only when online payment is chosen while filling the application.
SUPER – You will use this option to make payment, if the original online payment was rejected for any reason
Click here to add a new application with the same customer details
Click “Downloads” to find and download various resources such as product brochures, guidelines, documents etc.
Go back to the home page and click on + icon, to create a Lead Page.
Fill in the customer details such as Name, DOB, Gender, Address etc.
Once filled, click ‘Submit’.
Lead Details page appears. Continue with Fact Finder. As you progress, you will proceed automatically to the next stage - SIS and then to App Form.
This page will display the App Tracker Number
Click Continue for Need Analysis. This has 5 stages:
• Mandatory Details - Customer details like Customer Segment , Name, Bank Account details etc. Click continue to Proceed
Need Identification & Prioritization - Fill in Occupation, Income & Goals etc.
Click continue.
Fill in Preferred Payout Option & Risk Assessment
Select Recommended Products . Click Continue.
In the Fact Finder Output, Click on “Signature and Save”

Take the customers signature with a stylus
Take the customers signature with a finger.
Confirm & Save
View the form and Click Proceed for the next step
Click “Initiate New SIS.”
The SIS page has 5 stages -
• Insured Details - Fill in the details of person for whom the insurance is bought. Click Next.
Fill in Proposer details, that is, the person buying the policy. Click Next.
Fill in Plan Details such as Plan Name, Sum Assured, Annual Premium, Base Premium, Payment Mode, Premium Paying Term, Policy Term, Plan Code. Click Next.
Fund Details. Click Next
Rider details – Verify the name of the Rider.
Check the Sum Assured. Click Next to continue.
The SIS is generated…
Click her to Share the SIS

Click on “Sign”

Take signature of Customer.
Confirm…
And click on Proceed
Back to the Lead Page, Click Customer details in the App Form.
Customer Details are auto populated, Documents are uploaded & Agents details are required
Fill in the Personal Information such as Age Proof, Marital Status, DOB.

Click camera icon to take insurer & proposer photos
SUPER –
Click photos against a plain or white background
Set the camera orientation to landscape or Portrait
Improper document images captured will be rejected by NBFE* due to multipage proof that gets converted into PDF copies
Click on tabs on the left to fill in more info.
Click next to automatically go to the next tab

Animation – Scroll page
The app will alert you for incomplete application submissions
Fill in Education details.

Audiovisual created by Santanu Productions - A Premium Corporate Video Maker in Mumbai. For more information please visit - https://www.santanu.biz or email us at mail@santanu.biz

RELATED SEARCH

Original query: tata aia
Filtered keywords: tata aia

TATA AIA
Good Solutions

#tataaia #explainer #how-to Audiovisual created by Santanu Productions - A Premium Corporate Video Maker in Mumbai. For more information please visit - https://www.santanu.biz or email us at mail@santanu.biz…

Case Study

TATA AIA
Explainer Product Promo

Santanu Production created a dynamic 2-minute explainer video for TATA AIA Life Insurance to promote their mobile app suite. The video simplifies complex insurance features into engaging visuals and user-focused messaging, highlighting USPs and seamless experience. Designed to boost app adoption and user clarity, it reflects our long-standing creative partnership with TATA AIA through impactful vi…

Case Study

TATA AIA
GLIDE

Welcome to step by step guide for TATA AIA Glide App for your Tablet device. Optional line - This App will enable you to complete the entire sales process at the point of sale. To download the app, click on this link and follow instructions. To Login, The agent has to enter their NT ID & the Password…

Case Study

For more videos, please hop over to Santanu Production Mumbai YouTube page and subscribe.
Our newer video-making techniques will surely help you with fresh ideas to grow your brand visibility.

OTHER SERVICES

Corporate Videos

Corporate profile videos, brand videos that includes branding, corporate values, factory & office shoot, drone videography, products, employee activity and testimonies, company legacy, certifications, quality assurance, HSQE, CSR, rewards and recognition among others. Creation of the classic Corporate Videos are our forte, nevertheless, we have mastered making all forms of corporate communication videos. Learn more...

TV Commercials

We create Commercial Spots, Television Commercials, TV Spots or advertisements that are novel, impactful and are memorable. Our concepts are brainstormed and scripts are meticulously crafted to convey your brand message effectively. Pre-production involves detailed planning, including casting, location scouting, and storyboarding to ensure a smooth shoot. During the production phase, professional filming takes place with high-quality cameras and equipment to capture visually appealing footage. Post-production includes editing, color grading, sound design, and the addition of visual effects or animations to enhance the commercial's appeal. These services also offer compliance checks to ensure the ad meets broadcasting standards and regulations. Finally, the commercial is formatted for broadcast specifications, ready to capture the attention of TV audiences. Here, novelty is the name of the game. We specialise in making your 30 second spot stand out among the clutter Learn more...

Social Media Promos

Wide range of social media offerings designed to engage audiences and boost brand visibility. Content strategy and planning, targeted messaging involving concept ideation and scriptwriting to craft unique and captivating narratives. The production phase includes creating short-form videos, explainer videos, promotional content, live streaming, and testimonials tailored to various social media platforms. Post-production enhances these videos with professional editing, motion graphics, sound design, and subtitles for accessibility Learn more...

Product Videos

Our product video services include researching and bringing out every USP of your products so that they stand out firmly against your competition. The product shoot style are always eye-candy and display a larger-than-life image of your brand that create a lasting image in the minds of your prospects and customers Learn more...

Motivational Films

Employee motivation is a full-time excercise the marketing and human resource departments are always engaged in. We have been creating numerous motivational audiovisual for several pharmaceutical, banking and other industries that are creative, engaging, full of thrill, and impart a lot of energy to their employees. Our clients keep coming back to us for new motivational AVs because they do make an impact Learn more...

Training Videos

Training a large number of employees, channel partners or end users across different locations on new SOPS, or a new product may consume a lot of time & resource for an organization. Our training videos have been helping many clients such as ICICI Prudential, HDFC Bank, Pfizer create quality training material in a lucid and articulate manner. These are supported by ample use of graphics and other creatives Learn more...

Roleplay Videos

Roleplay videos are the quickest way of deploying training videos. They are helpful in demonstrating soft skills, service training, how to sell a product, or training customer support teams. Roleplay videos involve capturing ideal scenarios of interaction between a few individuals playing the role of seller or buyer. Our multi-camera setups capture every individual and their gestures in detail from different angles so that the end-user of the video can quickly learn the mannerisms and style of communicating from an ideal scenario. We often employee professional actors for such jobs who carry the film highly professionally using a thoughtful and a foresighted script Learn more...

Explainer Videos

Whether it's a workflow, business process, or product concept—we bring it to life with style and clarity. Our explainer videos don’t just inform—they captivate. We turn complex ideas into clear, compelling visuals that engage your audience and drive results. With smart scripts, bold graphics, slick animations, and professional voiceovers, we make your message stick. Learn more...

Animation Videos

We specialize creating quality 2D and 3D animation videos for the last 3 decades to demonstrate various products, infrastructures, systems, processes and machines. Animations help in visualizing and understanding of concepts easily Learn more...

Whiteboard Animation

Our whiteboard animation services offer a highly engaging and visually compelling way to explain complex ideas through simple, hand-drawn illustrations. Clients can expect a crisp, clean visual style that combines storytelling with motion graphics to deliver clear, memorable messages. Ideal for explainer videos, training modules, product demos, or educational content, whiteboard animations help capture attention and improve retention. From scriptwriting to voiceover and animation, each project is tailored to meet specific communication goals, ensuring that the final video resonates with the target audience while reflecting the brand’s tone and style. Learn more...

Instructional Videos

When was the last time you read the instruction manual to use your smartphone? Today's generation needs instant help. We make short video based product How-To or instructional videos that are self-explanatory. You can save your money on print,and a dedicated support team to service every mundane customer query. Simply put the video on your website or YouTube and serve the link Learn more...

Safety Videos

We make safety and CSR videos often mandatory for Industries. Our safety videos bring awareness among employees, contractors and vistors at the plant sites for possible hazards in the most understandable and visual format. Beyond mere documentation, our well-crafted Corporate Social Responsibility or CSR videos have an emotional touch that bring social goodwill and genuine trust towards your brand. Learn more...

CSR Videos

Our Corporate Social Responsibility (CSR) videos focus on showcasing a company's commitment to social and environmental causes. These services begin with strategic planning to align video content with CSR goals, followed by creative development to craft compelling narratives that highlight the impact of CSR activities. During production, high-quality filming captures real-life stories, interviews with beneficiaries, and on-site project footage to convey authenticity and transparency. Post-production involves editing, adding subtitles for accessibility, and incorporating graphics or animations to emphasize key messages. The final videos are optimized for various platforms, including corporate websites, social media, and presentations, ensuring maximum reach and engagement. These videos effectively communicate your company's values and contributions, enhancing its reputation and fostering community trust. Learn more...

3D Architectural Walkthrough

The biggest daunting task for architects is not in designing a building or an interior, but presenting it most impressively. Our Realistic, lifelike 3D animation opens up possibilities for better visualization and selling your ideas to impress investors Learn more...

Testimonial Videos

A video testimonial is an audiovisual of a customer, a client, employee, or other stakeholder praising a company, talking about how your company’s product or service has helped them or what they like about the company. Our creative testimonial videos appear candid and genuine as we pamper our speakers, rehearse them well, make them comfortable, and sometimes use teleprompters Learn more...

Events

To capture the attention of a passerby in his brief view time, corporate videos for trade fairs are designed with rapid movement of shots, eye candy VFX, foot tapping music, no voice, ample animated large text supers with special effects ande glimpses of important highlights. Events are candid collection of real people footage capture by super smart cmaera team for the best angles & moments. Over the decades we have mastered both. Learn more...

Language and Dubbing

Subsequent to creating an audiovisual in English, often our biggest byproduct is dubbing those audiovisuals in foreign or vurnacular languages to reach a wider audience. For years we are associated with many world-languages audiovisual transcripts writers, translators, language quality supervisors, voice dubbing artists, and studios across the globe. What's more, your brand gets a global footprint. Learn more...

AI Based Content

Artificial Intelligence based video content offer relatively economic soloutions, compared to using real actors, voiceovers artists and stunning visuals. They also give consistent output and faster turnarounds. Learn more...

RELATED INDUSTRY

Pharmaceuticals

We are working with most pharmaceutical giants such as Pfizer, Glaxo Smithkline, Wokhardt, Sun Pharma, Cipla, Takeda, Novartis, Sanofi, Astra Zeneca to name a few. These include their motivational videos, product launches, corporate audiovisuals, animation and among many others Learn more...

Engineering & Industrial

Engineering & Industrial corporate videos are our forte. Coming from an engineering and advertising background we understand technical nuances of the industry, thus add better value to our deliverables. No wonder for decades we have many returning customers such as thyssenkrupp, Lanxess, Lechler, Chemtron Science Laboratories among several others. Learn more...

Tech & Business Process Services (IT & ITES)

IT & ITES clients choose us because of our deep understanding of the tech industry and our commitment to delivering high-quality, engaging content. We specialize in creating videos that effectively communicate complex technological concepts in a clear and visually appealing manner. Our team is adept at producing a variety of video types, from product demos and training videos to marketing campaigns and corporate presentations. Our clients benefit from our innovative approach, attention to detail, and dedication to showcasing their brand's unique value proposition. Learn more...

Retail & FMCG

Retail and FMCG clients come to us for our unparalleled expertise in crafting compelling narratives that resonate with consumers. We understand the fast-paced nature of the retail and FMCG sectors and the necessity for videos that not only capture attention but also drive consumer engagement and sales. Our team excels in creating visually stunning product showcases, dynamic advertisements, and impactful brand stories that highlight the unique qualities of your products. By partnering with us, clients receive customized video solutions that effectively communicate their brand message, boost their market presence, and connect with their target audience on a deeper level. Learn more...

Finance & Banking (BFSI)

BFSI clients trust our proven ability to create content that builds trust and conveys complex financial information with clarity and precision. BFSI giants such as HDFC, ICICI, Axis Bank, leverage on our skills at producing educational videos, customer testimonials, and corporate communications that demystify financial products and services, making them accessible and understandable to a broad audience. By collaborating with us, these BFSI clients enhance their customer engagement, reinforce their brand integrity, and effectively communicate their value propositions. Explore how our tailored video solutions can support your business objectives. Learn more...

Real Estate & Infra

Real estate, construction and large infrastructure clients like Hiranandani, Marathon Builders, Kerakoll have trusted Santanu Production for their video production needs due to our expertise in showcasing large-scale projects and properties through visually compelling and informative content. We understand the importance of presenting real estate developments and infrastructure projects in a way that captures their scale, design, and potential. Our team excels in producing high-quality virtual tours, project overviews, and promotional videos that highlight the unique features and benefits of each property or development. By partnering with us, clients can effectively engage potential buyers, investors, and stakeholders, providing them with a detailed and immersive viewing experience. Discover how our customized video solutions can elevate your real estate and infrastructure marketing efforts. Learn more...

Hospitality

Hotels, resorts, restaurants, facilities management firms have chosen us for their video production needs because of our dedication to creating captivating and immersive content that highlights the unique experiences offered by hotels, resorts, and other hospitality businesses. We specialize in producing videos that not only showcase the luxurious amenities and stunning locations but also convey the ambiance and exceptional service that define your brand. Our team excels in crafting engaging promotional videos, virtual tours, and guest testimonials that entice potential visitors and enhance your online presence. By partnering with us, hospitality clients can effectively communicate their brand's story, attract more guests, and stand out in a competitive market. Learn more...

Education

We have been engaging with reputed schools, universities, and other educational organisations for creating educational content that is engaging, informative yet lucid. We are mindful of their unique challenges and diverse learning needs of the education sector. Whether it's instructional videos, e-learning modules, campus tours, or promotional materials, our team crafts content that enhances the learning experience and effectively communicates educational value. Educational institutions can improve their outreach, attract prospective students, and provide high-quality learning resources. Learn more...

Service Industry

We research the nuances of the service industry such as the target groups' psyche, gauge customer expectations, ways for customer retention, competition, and the need for innovation and are skilled in producing videos that build trust and effectively communicate your brand's story. Our team excels in creating customer testimonials, service demonstrations, and promotional videos that showcase your expertise and enhance your brand's visibility. By partnering with us, service industry clients can effectively engage their target audience, demonstrate their unique offerings, and drive customer loyalty. Learn more...

Government

We have been working with many government clients such as Department of Atomic Energy, Nuclear Power Corporation of India, BARC, Heavy Water Board, Atomic Energy Regulatory Board their various video production needs. We were honoured to represent and make presentations at the parliament of India, to various Prime Ministers and delegates. Learn more...

Rural & Agriculture

At Santanu Production, we have been producing content that highlights the unique challenges and opportunities within the agricultural sector. Our team excels in crafting instructional videos, farmer success stories, and promotional campaigns that effectively communicate best practices, innovative techniques, and the benefits of modern agricultural products and services. our clients have been benefiting through enhanced outreach, educating farmers, and promoting sustainable agricultural practices to name a few. Learn more...

Events

Our expertise lies in capturing the essence and excitement of live events through compelling visuals. We understand the dynamic nature of events and the importance of preserving memorable moments. Whether it's conferences, trade shows, concerts, or corporate events, our team excels in producing highlight reels, promotional videos, and live event coverage that capture the energy and significance of each occasion. By leveraging our creative approach and technical proficiency, event industry clients can extend the reach of their events, engage remote audiences, and create lasting impressions. Learn more...

Case Study: TATA AIA

TATA AIA - GLIDE

RELATED SEARCH

OTHER SERVICES

RELATED INDUSTRY