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Clarify crm tutorial pdf11/7/2023 ![]() eSupport/web-based self-service for routine support requests.Activity history tracking and reporting.Automated management of service level agreements (SLAs) and related contracts, as well as real-time service request monitoring.The Clarify CRM/call management package provided powerful functionality that helped companies deliver a quick and convenient experience each time their customers called. It enabled businesses across the world to rapidly and cost-effectively implement formal, efficient call management procedures, ensuring that each and every customer problem was resolved as promptly and correctly as possible. This issues with approval of the competent authority.Throughout the mid and late 1990s, Clarify CRM was one of the leading help desk automation and call center software solutions on the market. Under no circumstance, the terminated license of the sales force shall be reactivated.Ĩ. In case, if the said sales force, whose license has been terminated on account of non-procurement of four policies in a financial year, wants to procure PLI/RPLI business, then she/he may apply afresh for license and a new agency code will be allocated to her/him. Termination of Agency and superannuation/Discharge from Services:ħ.1 No Procurement /Renewal incentive will be payable to sales force of PLI and RPLI after the termination/cancellation of her/his agency.ħ.2 No procurement/renewal incentive will be payable to Departmental Employees/GDS after superannuation/Discharge from the service of the official.ħ.3 If a sales Force does not procure a minimum a four new policies in a financial year, the license(provisional/Permanent) of the sales force may deemed to be terminate. Therefore, DO will be paid procurement (First Year) incentive based on the new business procured by all Direct agent working under him/her jurisdiction.Ħ.2 DO will be paid incentive 1% of PLI first year premium procured by all Direct Agents attached to the that DO.Ħ.3 DO will be paid incentive 1% of RPLI of first Year premium procured by all Direct Agents attached to that DO.ħ. DO will act as a mentor and guide in procurement of new business to the Direct Agents working under her/him. Procurement Incentive rate for Development Officer(DO):Ħ.1 – A DO is responsible for training and nurturing of Direct Agents in her/his Division. The incentive payable on renewal premium will be renewal premium.ĥ.2 Renewal Incentive on RPLI policies procured on or after - Category of Sales forceĦ. The incentive payable on the procurement (First Year) will be procurement Incentive.Ĥ.2 For all type of RPLI policies, each category of sales force will get procurement incentive 10% of procurement (first year) premium.ĥ.1 Premium received from 13th month onwards in a RPLI policy in renewal premium. The Incentive payable on renewal premium will be renewal incentive.ģ.2 Renewal Incentive on PLI policies procured between to Category of sales forceģ.3 Renewal Incentive on PLI policies procured between to Category of Sales forceģ.4 Renewal Incentive on PLI policies procured on or after :Ĥ.1 Premium of First 12 months of a RPLI policy is procurement (First Year) Premium. – Premium received from 13th August onwards in a PLI policy in renewal premium. More than 15 years but less than or equal to 25 yearsĢ.3 Procurement Incentive rate for PLI Anticipated Endowment Assurance Policies: Premium Paying Termģ.1. WLA,CWLA,EA,Children Policy and Yugal Suraksha). The incentive payable on the procurement (First year) Premium will be procurement incentive.Ģ.2 Procurement incentive rate for PLI policies other than anticipated Endowment Assurance (i.e. ![]() ![]() Accordingly, the instructions on the rate of incentive payable on procurement and renewal incentive is being reiterated for information of circles.Ģ.1 Premium of first 12 months of a PLI policy in procurement (First Year) premium. In this connection, some circles have asked for clarification on the incentive payable on PLI/RPLI. This is regarding the incentive payable to sales force of PLI/RPLI for PLI/RPLI business procured by them. Subject:- Incentive Structure of PLI/RPLI-reg. All information regarding PLI RPLI incentive structure 2023 – Procurement Incentive, Renewal PLI Incentive ![]()
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