What is the purpose of CDA 1 View?

It’s our constant endeavor to bring new and better services to our customer through E- enabled technology, whereby giving access to the information anywhere in the country.

Who is eligible to use the CDA 1 View?

All in force CDAs can use CDA Portal.

What information will we get from this portal?

By logging into CDA 1 View portal our Channel Partner can access Personalized Incentive Components such as CDA Consulting fee,, Payout statement, Advisor commission details , Renewal Alerts, My details & Business Analytics, Contest details , Contest Results & Club Qualifiers Business Opportunity Plan, Latest News & Events, Branch Locators, Investment Update, QRC, Online induction training & TDS certificate, Product brochures, application forms and Service request forms, Customize tools such as Plan finder, Pension calculator, CDA newsletter “WOW” and lot more.

How to access CDA 1 View portal?

To access CDA 1 View a CDA has to register his id (CDA code) on the portal using the option given on the front page of the portal “New user. After completion of the process his password will be mailed to him on the mail id captured during the time of code creation.

How will CDA get his user id and password?

The process as mentioned in the previous question.

If CDA forgets the password, how can he reset the same?

We have built in the option of “Forgot password” on the login page of the portal. The CDA can click on the “forgot password” option and reset his password. The new password will be sent to the registered e-mail id.

What is the customer support number of CDA 1 View portal?

In case of any queries & request, the CDA can call our customer support no - 022-30338181 / 1800 300 08181.

What information can a CDA get on Home Page?

The Home page is the door to the CDA 1 view portal, once he logs in, he will be able to access the various features of the web portal such as the dashboard, contest etc.

Where can I get the ready reckoner for the prospective CDA recruitment?

Ready Reckoner is available on CDA Portal under the head “My Products”.

Where can I get the product/plan details?

The CDA can avail of the Product/ plan details under the Tab “My Products” from the home page.

What information will I get in Dashboard?

The Dashboard has been provided to enable the CDA to get all Alerts, his Account, His Agent Commission Enquiry,his Review Letter, His YTD Due Vs Collected, His TDS Certificate, BizmeterReport, Biz Analytics , Pending CFRs & Policy wise CDA Incentive.

where can I get my monthly payout statements or incentives details?

It is provided under the “My Dash board” tab.

What is an e-statement?

E-statement is a policy statement which provides the notices, receipts, unit statement, consolidated premium statement & welcome kit.

What are these Alerts in “my dashboard” tab?

Alerts provides an auto reminder for cheque bounce /policy lapsation /premium due.

Where can I check my direct and indirect advisor’s commission?

The direct team payout will be visible under the tab “My Dashboard – Agent Commission Enquiry”. Indirect team payout will be made available shortly.

I want to check the no of policies and proposals I have submitted, where can I get the details from?

The CDA can get the policy details sourced by his advisors under “My Dashboard – My Account – My Policies”.

What is my review letter all about?

As an organization, we expect our associates to perform according to the desired objectives thereby creating a mutually viable value proposition for all parties involved. The review letter helps you to know whether you have achieved the desired objective. Review happens once every quarter for CDA’s who have completed at least 6 months in the channel.

Where can I check the policy wise due data and collected amount of last 6 months?

It is available in the policy wise due v/s collected data under the head “My Dashboard - due v/s collected”.

What is Biz meter report, what information I can get from this?

The Biz Meter reports helps the CDA to know the biz achieved till date and shortfall for the next level.

I want to see the total business done by my team in terms of login and the issuance?

The CDA can view his direct and indirect advisor’s business details till date under “My Dashboard -Biz Analyst”

Where can I check the CFR raised against the policies logged by my direct and indirect advisors?

The CDA can view his open CFR details under “My Dashboard – pending CFR details” .

Where can I get the policy wise CDA and advisor incentives?

The policy-wise CDA incentive details are available in “My Dashboard – Policy wise incentive details”.

What is indirect OVC?

Indirect OVC is the payout earned from the team of down line CDA’s under the parent CDA.

Where can I see the incentives of CDAs and advisors under my umbrella?

CDA incentives are available under My Dashboard & direct advisors commission details are available under the Agent Commission Enquiry.

What are my contests?

Contest details are available under the Tab “My Contest”. The results of earlier contests are also available.

Where will I get the information regarding the new updates about the CDA channel or IRDA guidelines or any other updates?

All news & updates are updated under the head “News and Events”.

What is a financial planner?

A financial planner or personal financial planner is a practicing professional who helps people deal with various personal financial issues through proper planning, which includes but is not limited to these major areas: cash flow management, education planning, retirement planning, investment planning, risk management and insurance planning, tax planning, estate planning and business succession planning (for business owners).

How the benefit illustration will help me (CDA)?

The benefits illustration will help the CDA to train his advisors to explain the benefits of RLIC policies to the potential clients.

What is my QRC and what information I will get?

QRC (Query, Request, Complaint) is a tab where the CDA can register his complaint / request/ query directly from portal without going to branch and can also check the status of the call logged.

What is the procedure to order the product brochures/request forms for my office?

To order the brochures, the CDA needs to raise a request in portal under the head “POS Material” & the required material will be sent to the CDA on the address registered in the system.

What is PoS inventory?

PoS (Point of Sale) inventory is a system where you can raise a request for product related forms & brochures in between 5th to 15th of every month.

Is there any option in CDA 1 View where I can check the status of the requisition raised?

Yes, the CDA can track his requisition in the Tracking System of the POS.

What is an e-magazine?

E-Magazine is the Magazine of CDA Channel released every month where all achievements of the month are highlighted.

What information I can see in Archive tab?

In Archive tab all news and events, contests which were uploaded since inception can be viewed in Archive.

What are these WOW newsletters?

WOW stands for World of Winners which is a monthly magazine for CDA. It provides the news updates, top 10 CDA’s, contests, Message from the FH, the path going forward etc.

What is an E Agreement?

Electronic Agreement is the agreement which the CDA signs in a digital format.

Where can I see the training initiatives?

Training Initiatives can be viewed under “My Training” tab.

What is the escalation matrix?

Escalation Matrix helps the CDA to know his servicing manager, whom he can contact for local level support / queries.