How to Login to Insurance POS Portal? Complete Step-by-Step Guide (2025)

Introduction

The insurance industry in India is evolving rapidly, and the role of the Point of Sale Person (POSP) has gained massive popularity. A POS agent is authorized to sell simplified insurance products such as motor, health, travel, and personal accident policies, making it an excellent career choice for beginners entering the insurance sector. To perform essential tasks like issuing policies, tracking leads, updating customer information, and monitoring commissions, every agent must use the insurance pos login system. This secure portal ensures that POS agents can manage their daily operations efficiently, stay updated with product guidelines, and offer seamless service to customers—all from a single dashboard.

This portal works as a digital workspace where POS agents can log in, manage sales, update documents, check commissions, and communicate with the insurance or broker platform they are associated with. If you are a new POSP agent or planning to become one, this guide will help you understand how to login to the Insurance POS Portal step-by-step, along with requirements, troubleshooting, and expert tips.

What Is an Insurance POS Portal?

An Insurance POS Portal is an online dashboard provided by insurance companies or insurance intermediaries (like brokers and corporate agents) to their POSP agents.
It is designed to make the agent's work easier by offering tools such as:

·       Online proposal and policy issuance

·       Customer lead management

·       Training materials and POSP certification

·       KYC document upload

·       Commission tracking

·       Renewal reminders and client management

This portal ensures completely digital operations so agents can work from anywhere without paperwork.

Benefits of Logging Into the Insurance POS Portal

Logging in to the POS portal offers several benefits:

·      Smooth Policy Issuance

Agents can issue motor, health, and travel insurance instantly.

·      Easy Customer Management

View client details, policy history, and renewals.

·      Commission and Earnings Dashboard

Track your earnings in real-time.

·      Online Training & Certification

Access IRDAI-approved training modules.

·      Paperless Documentation

Upload KYC documents and e-sign proposals.

·      Work From Anywhere

Portal works on mobile, tablet, and desktop.

Requirements to Log In to the Insurance POS Portal

Before logging in, make sure you have:

·       Registered POSP ID

·       Valid mobile number

·       Password or OTP access

·       Approved KYC documents

·       Internet connection

·       Updated browser (Chrome recommended)

If you joined through an insurance broker or platform, they usually provide login credentials after onboarding.

How to Log in to the Insurance POS Portal? (Step-by-Step Guide)

Here is a simplified and user-friendly process to log in:

Step 1: Visit the Official POS Portal Website

Open your browser and go to the Insurance POS Portal link shared by your broker or the insurer.
For example, if you’re associated with Square Insurance or any similar broker, you will receive a specific POS login URL.

Step 2: Enter Your POSP ID or Registered Mobile Number

On the homepage, you will see a login box.
Enter the following:

·       POS ID

·       Or Registered Mobile Number

Make sure you enter the same details used during your POSP registration.

Step 3: Enter Password or Request OTP

Most portals provide two options:

·       Login with Password

·       Login with OTP (One-Time Password)

If logging in for the first time, you may receive a temporary password that you must reset immediately.

Step 4: Complete Verification

Enter the OTP sent to your registered mobile number.
Some portals also require CAPTCHA verification for security.

Step 5: Access Your POS Dashboard

After login, you can access:

·       Motor & health policy issuance

·       Commission reports

·       Lead management

·       POS training

·       KYC updates

·       Renewal reminders

·       Download certificates

·       Performance analytics

Your POS Portal is now ready to use.

Forgot Password? Here’s How to Reset It

If you cannot log in due to a wrong password, follow these steps:

1.     Go to the Forgot Password option.

2.     Enter your mobile number or POS ID.

3.     Receive OTP on your mobile.

4.     Create a new password.

5. Log in again with your updated password.

Common Login Issues and Solutions

·      Issue: Invalid OTP

Solution: Request a fresh OTP after 30 seconds or check network coverage.

·      Issue: POS ID not found

Solution: Contact your insurance platform; your account may not be activated.

·      Issue: Portal not loading

Solution: Clear browser cache or switch to Chrome.

·      Issue: Password Incorrect

Solution: Use the Forgot Password option to reset it.

·      Issue: KYC Pending

Solution: Upload missing documents before login is fully activated.

Tips for First-Time POSP Users

·       Always keep your login credentials secure.

·       Update your password regularly for better security.

·       Complete training modules for product knowledge.

·       Check your commission dashboard weekly.

·       Update your personal details in the profile section.

Who Can Access the POS Portal?

The POS portal is only accessible to:

·       Approved POSP agents

·       Insurance sales partners

·       Brokers’ registered POS members

·       Certified insurance agents under IRDAI guidelines

If you are not a registered POS agent, you cannot access the portal.

Why Log in to the POS Portal Regularly?

Logging in regularly helps you:

·       Track new leads

·       Issue policies faster

·       Avoid missing renewal follow-ups

·       Keep documents updated

·       Stay informed about new insurance products

Active agents usually earn higher commissions due to consistent follow-ups and policy issuance.

Conclusion

Logging into the Insurance POS Portal is essential for every agent who wants to work digitally and efficiently in 2025. The portal simplifies your entire insurance selling journey—from issuing policies to tracking earnings—making it a powerful tool for POSP agents across India.

If you haven’t registered yet, consider applying as a POSP agent because digital insurance is growing fast, and the portal gives you everything needed to succeed.

Frequently Asked Questions.

Q.1. What is a POSP in insurance?

A POSP (Point of Sale Person) is an IRDAI-authorized agent who can sell simple insurance products like motor, health, and travel insurance.

Q.2. How do I get my POSP login credentials?

Your onboarding partner (broker or insurer) provides your POS ID and password after you complete the training and KYC.

Q.3. Can I access the POS portal from my mobile phone?

Yes, the portal is mobile-friendly and works smoothly on smartphones.

Q.4. What should I do if I forget my POS portal password?

Use the Forgot Password option to reset it using OTP.

Q.5. Why am I unable to log in even after entering the correct details?

Your POSP account may be inactive or pending approval. Contact your insurance partner for activation.

 

 

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