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But he could not visit branch to
manage his policy amidst his
BUSY SCHEDULE
Thankully! "r# "ahesh can $%& manageHis insurance policy at his ingertips by
login on to
'''#ba(a(allian)#com
'''#ba(a(allian)#comYou can also e*perience the Easy +
Convenience o online services 'ith us
Skip Intro Next
$o' Ba(a( ,llian) provides you
SE-./CES %$L/$E
Click $e*t"r# "ahesh has a lie policy 'ith
Ba(a( ,llian)
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Next
Customer portal helps you to:
Back
View payment
Get IT Certificate
Fund Switch
Address Chane
Fund Apportionment
Fre!uency Chane
"artial #ithdrawal
"rofile $pdate
Chane "assword
Chan %&pin
Fund 'etails
(ake "ayment
)eturn Calculator
FA*s
'o Not 'istur+
"olicy Ser,icin Form
NAV 'etails
%nline "ayment
"roposal Tracker
Feed +ack-Contact $s
Trou+le In .oin
Forot "assword
Customer portal FA*
New )eistration
.oin Section Non&loed Section
To See demo click on related section / to ,iew complete demo of we+pae
click on N01T
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Login to Ba(a( ,llian) 'ebsite '''#ba(a(allian)#com
+ click on customer services
Customer Service
Back
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Click on customer login
Customer login
Back
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To login ill the user $ame and 0ass'ord
,nd click on login#
You can also see the demo or other services by clicking on
related link
Login
New reistration
Forot "assword
Trou+le In .oin
Customer "ortal FA*
Feed+ack - Contact $s
(ake "ayment %nline
NAV 'etails
"roposal Tracker
"olicy Ser,icin Form
FA* s
)eturn Calculator
'o Not 'istur+
Back
mahesh23456
77777777
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,ter login you can check all your policy details#
To kno' more! click on related option
Add "olicy "olicy details
8ack
"remium "ayment Ser,ice )e!uest (y "rofile Fund 'etails(y "olicies
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/n case you have orgot your pass'ord you can generate ne' pass'ord rom here
You 'ill have to enter your user /D
1irst 2 characters o ne' pass'ord and re3enter same pass'ord#
Then click on 4et 0ass'ord#
The remaining 2 characters 'ill be provided through an auto
4enerated email on the registered email id# This pass'ord is or
one irst time login on the customer portal# You 'ould need tochange the pass'ord as per your choice#
Back
mahesh23456
7777
7777
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%n customer portal 1,8 you can get solutions or all your
%nline related 9ueries#
Back
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Through this option! you can send all your 9ueries7vie's directly
to the company# Type your $ame! Email /D! 0olicy $o! "obile $o
and give brie details o your vie's7 9ueries in the ield mentioned
,nd click submit#
Back
(A90S9
(A90S9mail;com
23456?@
?>@@@@@@@@
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Through the $,. details option you can check the past and present
$,. o the unds or the time period you re9uire#
Back
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,ll the important orms to making changes in the policy can be
do'nloaded using this link# You can take a print out o the orm and
submit it to the nearest branch ater illing all necessary details#
Back
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-eturn calculator 'ill help you to kno' the history o the past returns#
4iven by the particular und#
Select 1und $ame!
Duration or 'hich you 'ant to kno' the return!
,nd click -eturn Calculator
Back
@2&an&3@@?
@2&an&3@2@
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To check your und details click on option See "y 1und Details
See (y Fund details8ack
"remium "ayment Ser,ice )e!uest (y "rofile Fund 'etails(y "olicies
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Here you can see all your unds details
8ack
"remium "ayment Ser,ice )e!uest (y "rofile Fund 'etails(y "olicies
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,ter login you can check all your policy details# To kno' more!
click on related option
Add "olicy "olicy details
8ack
IT Certificate
View "ayment
(ake "ayment
"remium "ayment Ser,ice )e!uest (y "rofile Fund 'etails(y "olicies
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Under this option! changes to your User $ame! contact numbers and
Email /D can be done#
Type your updated details
,nd click Submit
8ack
Thi ti b d t d
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8ack
This option can be used reset your pass'ord
Type your User /D
Type your old pass'ord
$e' pass'ord 'hich you 'ant to replace
Conirm the same and click update#
777777
777777
777777
% i b i h h i i
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8ack
%3pin can be reset using the change o3pin option#
Enter your User /D
your current o3pin
Enter ne' o3pin
Conirm the same#
777777
777777
777777
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-e9uest or delete rider
By using this option you can put the re9uest or
deleting the -iders available in your policy#
8ack
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,ter login you can check all your policy details# To kno' more!
click on related option
Add "olicy "olicy details
8ack
Chane %&pin
$pdate "rofile
Chane "assword
"remium "ayment Ser,ice )e!uest (y "rofile Fund 'etails(y "olicies
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Here you can get your und details# ,lso a print out o your ,ccount
Statement and ,ccount Summary is possible using this option#
8ack
"remium "ayment Ser,ice )e!uest (y "rofile Fund 'etails(y "olicies
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0remium re9uency change option is the option to change the number
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8ack
0remium re9uency change option is the option to change the number
% premium :1re9uency; paid in one year#
Enter your policy number!
o3pin!
,nd sho' details
@@@@@@@
By using this option you can check the previous application status made by you
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8ack
By using this option you can check the previous application status made by you
Enter date range o 'hich you 'ant to check previous re9uest
-e9uest /D 'hich you got at the time o registering re9uest!
@@@@@@@
@@@@@@@
0olicy number!
,nd search
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8ack
To cancel partial 'ithdra'al!
Select your policy number and search!
/ there 'ould be any pending re9uest o 'ithdra'al in your policy!
you can cancel it rom here#
1 h h th t i bl
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8ack
1rom here you can change the amount o premium payable
@@@@@@@
Select policy number
%3pin!
,nd submit
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8ack
S"S related services or your und can be subscribed using this option#
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,ter login you can check all your policy details# To kno' more!
click on related option
Add "olicy "olicy details
8ack
Address Chane
Fund Switch
Apportionment
Cancel "artial #ithdrawal
"artial #ithdrawal
"remium fre!uency Chane
View "re,ious )e!uest
)e!uest For "remium
)eduction
)e!uest For Sum
Assured Increase
)e!uest For 'elete )ider
Fund $pdate S(S
"remium "ayment Ser,ice )e!uest (y "rofile Fund 'etails(y "olicies
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1und ,pportionment can be e*ecuted using this option#
Select policy number!
Type your o3pin in blank ield
Click submit
8ack
Su+mit@@@@@@@
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1und ,pportionment is the 5proportion o /nvestment o premium in
dierent :unds you have selected or investment in your policy ;
unds6
Su+mit
8ack
You can get /T certiicate by
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You can get /T certiicate by
Entering your policy number
,nd the duration or 'hich you 'ant certiicate
Than click on get /T certiicate
8ack
Get IT certificate
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,ter getting /T certiicate do'nload 0D1 ile option 'ill appear
click on open option you 'ill get certiicate
8ack
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23456?
mahesh
By using online payment option you can pay your premium online#
,ter illing all necessary details
Click on 50roceed or 0ayment6
"roceed for payment
8ack
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Select the option Credit Card or $et banking
Credit Card Net 8ankin
8ack
23
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Select the card option available 'ith you
Click on 50roceed or 0ayment6
"roceed for payment
8ack
23
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1ill the re9uire details as per the given instruction
Click on make payment
8ack
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Select your banks name rom the ollo'ing list
Click on 0roceed 1or 0ayment
8ack "roceed for payment
T i t d t il
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8ack
IT Certificate
View "ayment
(ake "ayment
Add "olicy "olicy details
To vie' your payment details
Click on premium payment
Click on .ie' 0ayment
"remium "ayment Ser,ice )e!uest (y "rofile Fund 'etails(y "olicies
Enter your policy number
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y p y
"ode o payment
,nd duration
Then click on vie' payment
View payment
8ack
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Here you can check all the details o payment made by you
You can take a print out o it or your personal records
8ack
To make online registration
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Type your policy number
0remium amount
Your Date o Birth
Click on validate
Validate
8ack
23
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Noes
Check all your ill details
/ it is correct click on YES
/ the enter details is 'rong3
Select option $% and enter correct inormation
8ack
23
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,ter clicking YES you 'ill have to ill ollo'ing details
Enter all necessary details!
Click on Submit
%nes you submit all the details your online registration 'ill be done
Su+mit
8ack
(ahesh
7777
7777
maheshmail;com
?>@@@@@@@@
@3@
=wfrnw
23456
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-e9uest or Sum ,ssured /ncrease
By using this option you can put the re9uest to increase the Sum ,ssured o your policy
8ack
To get /T certiicate
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g
Select policy number
Select duration
Than click on get /T certiicate
8ack
Get IT certificate
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,ter getting /T certiicate do'nload 0D1 ile option 'ill appear
click on open option you 'ill get certiicate
8ack
B i li t ti i li
7/24/2019 Customer Portal Demo.pps
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23456?
mahesh
By using online payment option you can pay your premium online#
,ter illing all necessary details
Click on 50roceed or 0ayment6
"roceed for payment
8ack
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Select the option Credit Card or $et banking
Credit Card Net 8ankin
8ack
23
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Select the card option available 'ith you
Click on 50roceed or 0ayment6
"roceed for payment
8ack
23
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1ill all the re9uire details as per the given instruction
Click on make payment
8ack
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Select your banks name rom the ollo'ing list
Click on 0roceed 1or 0ayment
8ack "roceed for payment
To vie' your payment details
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8ack
IT Certificate
View "ayment
(ake "ayment
Add "olicy "olicy details
y p y
Click on premium payment
Click on .ie' 0ayment
"remium "ayment Ser,ice )e!uest (y "rofile Fund 'etails(y "olicies
Enter your policy number
"ode o payment
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"ode o payment
,nd duration
Then click on vie' payment
View payment
8ack
H h k ll th d t il t d b
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Here you can check all the details o payment made by you
You can take a print out o it or your personal records
8ack
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Do $ot Disturb
By using this option you can stop the calls or S"S update :/ any activatedon your phone; or any services related to your policy#
8ack
To make online registration
Type your policy number
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23
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Noes
Check all your ill details
/ it is correct click on YES
/ the enter details is 'rong3
Select option $% and enter correct inormation
8ack
23
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8ack
Enter all necessary details!
Click on Submit
%nes you submit all the details your online registration 'ill be done
Su+mit
(ahesh
7777
7777
maheshmail;com
?>@@@@@@@@
@3@
=wfrnw
23456
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1,8s
By using this option you can solve all your 9ueries related to your policy#
8ack
1und ,pportionment can be e*ecuted using this option#
To make 1und ,pportionment
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To make 1und ,pportionment
Select policy number! type your o3pin in blank ield
Click submit
8ack
Su+mit23456
1 d , ti t i th 5 ti / t t i i
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1und ,pportionment is the 5proportion o /nvestment o premium in
dierent :unds you have selected or investment in your policy ;
unds6
Su+mit
8ack
/n case you have orgot your pass'ord you can generate ne' pass'ord rom hereYou 'ill have to enter your user /D
1irst 2 characters o ne pass ord and re enter same pass ord
7/24/2019 Customer Portal Demo.pps
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Back
1irst 2 characters o ne' pass'ord and re3enter same pass'ord#
Then click on 4et 0ass'ord#
The remaining 2 characters 'ill be provided through an auto
4enerated email on the registered email id# This pass'ord is or
one irst time login on the customer portal# You 'ould need to
change the pass'ord as per your choice#
mahesh23456
7777
7777
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&ith the help o 5Trouble log in6 you can solve your login related
problems#
/n case you have orgotten your 0ass'ord or your User /D has been disabled or e*pired#
User /d 7 0ass'ord is incorrect# 0lease try again#
Entering 'rong pass'ord again 'ill disable the User /d# 0ass'ord is case speciic#
You have e*ceeded the "a*imum number o Login ,ttempts# Your User /d is disabled#
User /d is disabled# 0lease contact our Customer Care Centre#
Back
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%n customer portal 1,8 you can get solutions or your
all 9uestions related to online process#
Back
Through this option! you can send all your 9ueries7vie's directly
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Back
Through this option! you can send all your 9ueries7vie's directly
to the company# Type your $ame! Email /D! 0olicy $o! "obile $o
and give brie details o your vie's7 9ueries in the ield mentioned
,nd click submit#
(A90S9
(A90S9mail;com
23456?@
?>@@@@@@@@
/n $,. details option you can check the previous + present $,. o the
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/n $,. details option you can check the previous + present $,. o the
1unds bet'een the time period you 'ant#
Back
Select %ption3 Customer
Type your application number
By using 0roposal Tracker! , ne' policy applicant can kno' The status o policy application#
7/24/2019 Customer Portal Demo.pps
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Back
Type your application number
-eceipt number
0olicy holders Date o Birth
,nd click Submit
A8C234
@@?>=
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application (ust click on the related link + take the print out o the orm!
submit it to your nearest branch ater illing all necessary details#
Back
-eturn calculator 'ill help you to kno' the history o the past returns#
4iven by the particular und#
7/24/2019 Customer Portal Demo.pps
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Back
y p
Select 1und $ame!
Duration or 'hich you 'ant to kno' the return!
,nd click -eturn Calculator
@2-@2-3@@?
@2-@2-3@2@
,ter login you can check all your policy details# To kno' more!
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click on related option
Add "olicy "olicy details
8ack
"remium "ayment Ser,ice )e!uest (y "rofile Fund 'etails(y "olicies
Under this option! changes to your User $ame! contact numbers and
Email /D can be done#
T d t d d t il
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8ack
"remium "ayment Ser,ice )e!uest (y "rofile Fund 'etails(y "olicies
Type your updated details
,nd click Submit
This option can be used reset your pass'ordType your User /D
Type your old pass'ord
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8ack
"remium "ayment Ser,ice )e!uest (y "rofile Fund 'etails(y "olicies
Type your old pass'ord
$e' pass'ord 'hich you 'ant to replace
Conirm the same and click update#
777777
777777
777777
%3pin can be reset using the change o3pin option#Enter your User /D
your current o3pin
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8ack
"remium "ayment Ser,ice )e!uest (y "rofile Fund 'etails(y "olicies
your current o pin
Enter ne' o3pin
Conirm the same#
777777
777777
777777
Here you can get your unds details + can take print out o your
,ccount Statement + ,ccount Summary to maintain your
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,ccount Statement + ,ccount Summary to maintain your
personal record#
8ack
"remium "ayment Ser,ice )e!uest (y "rofile Fund 'etails(y "olicies
Here you can s'itch your und value rom one und to another orthat you need to enter your relevant policy number!
Enter o3pin
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8ack
Enter o pin
,nd click on submit
Su+mit@@@@@@@23
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Then select the und to 'hich you 'ant to s'itch and proportion o investment in that und#
Click on submit
/ you 'ant to enter ne' und name you can add the und name by clicking on
Create $e' 1und#
8ack
Su+mit Create New Fund
23
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8ack
Click %< and your re9uest 'ill be conirmed#
a+cd6?
,ddress can be updated7changed using this option #Enter your policy number!
Your current address
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8ack
"remium "ayment Ser,ice )e!uest (y "rofile Fund 'etails(y "olicies
Balpataru Colony
(aharashtra
@@@@@@@
India
Amra,ati
Sadashi, peth
(aharashtra
@@@@@@@
India
"une
Your current address
Changed7$e' address
,nd submit
0remium re9uency change option is the option to change the number% premium :1re9uency; paid in one yearselect the policy number
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8ack
@@@@@@@
Enter the %30in number
,nd click on submit
By using online payment option you can pay your premium online#
,ter illing all necessary details
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23456?
mahesh
Click on 50roceed or 0ayment6
"roceed for payment
8ack
Select the option Credit Card or $et banking
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Select the option Credit Card or $et banking
Credit Card Net 8ankin
8ack
23
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Click on 50roceed or 0ayment6
"roceed for payment
8ack
23
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Click on make payment
8ack
Select your banks name rom the ollo'ing list
Click on 0roceed 1or 0ayment
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Click on 0roceed 1or 0ayment
8ack "roceed for payment
You can no' re9uest or partial 'ithdra'al o your unds! online#
select the policy number
Enter the %30in number
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8ack
,nd click on submit
su+mit@@@@@@@
Enter the und name and partial 'ithdra'al amount=
click on >%
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8ack
%k
%nce you click %< address conirmation 'indo' 'ill appear
Conirm the address or communication and
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(ahesh
Sadashi, peth pune
maharashtra
Submit the re9uest#
8ackSu+mit
%nce you click Submit
Service re9uest number or partial 'ithdra'al 'ill be generated#
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A8C'6?
9 p g
$ote do'n the number or urther reerence
Click %
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