Become a POSP Advisor with Covernote
Become your customer’s first choice for fulfilling all their insurance needs.
Download the App now
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.
Sign up now
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
Zero investment required
Free registration, backend support, and free training to become a certified agent
Instant policies
Generate policies instantly at affordable premiums, from multiple insurance companies
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
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.
Our Partners
