.jpg)
Outcomes Insurers
Achieve with Agent Lifecycle Management
From fragmented spreadsheets to a governed, audit-ready agent network - faster onboarding, lower compliance risk, full visibility
Structured recruitment stages and digital workflows cut onboarding timelines significantly.
Eligibility-driven controls prevent premature role mapping, activation, or product access.
End-to-end audit trails across certifications, status changes, and role assignments.
Capabilities that Govern Every Stage of the Agent Lifecycle
Manages leads through twelve structured stages — from first call to agent coding.
System blocks advancement until exams, training, and certifications are formally completed.
Centrally stores, tracks, and auto-alerts on certificate validity, expiry, and renewal.
Segregates duties across recruitment, compliance, and supervisory roles with system-enforced controls.
Reactivates lapsed agents through the same eligibility-driven checks as fresh onboarding.
Captures, validates, and gates progression on Unique Reference Numbers issued by the regulator.
Powers End-to-End Agent Management
A structured, role-governed journey that takes a prospect from lead capture to activated, compliant agent.
Leads captured from all channels, assessed through calls, meetings, and a pointer score.
Forms, KYC, identity proofs collected and validated before URN is requested.
Formal training, examination scheduling, result tracking, and certificate issuance completed.
Agent is coded, hierarchy-mapped, and activated only after all eligibility requirements are met.
A Platform Built Around How Agent Governance Actually Works
Ensure consistent and compliant onboarding across all agents.
Stage-driven recruitment
workflows
Eligibility-based progression
controls
Centralized document and
data capture
Maintain regulatory adherence across the entire agent journey.
Certification and license
tracking
Automated expiry alerts and
renewals
Audit-ready records and
traceability
Gain complete control over agent operations and performance.
Role-based access
control
Real-time lifecycle
tracking
Centralized dashboards and
reporting
.jpg)
.svg){kind=small}
.jpg)
Get answers to Common Questions
Find solutions to frequently asked questions regarding
Mozart Agent Lifecycle Management Module.
Yes. The platform enforces Role-Based Access Control (RBAC) across recruitment roles such as OH, VR, and ADM, as well as compliance, operations, and supervisory roles — each with clearly defined permissions and system-blocked restrictions.
The system prevents stage progression until training completion, examination results, and certifications are formally recorded — agents cannot be mapped to roles, hierarchies, or products until all eligibility requirements are met.
Reappointment follows the same eligibility-driven controls as fresh onboarding, including verification of historical data, re-submission of documents, fresh training or examination requirements if applicable, and controlled reactivation with hierarchy re-mapping.
The system captures certificate number, issue date, and validity for every agent, triggers automated alerts ahead of expiry, and blocks business activity for agents with expired or invalid IRDAI certificates.
Yes. All actions — including status changes, certification events, role assignments, document uploads, and stage progressions — are logged with full traceability, making the platform audit-ready at any point.