How to Use PolicyDeals Website ?

Getting Started

Step 1 – Register on PolicyDeals

How to Register ?Fill up the Join Us Today section with your:

• Name• Email ID• City of Residence• Password• Mobile No.• Agent Code

Click on Register Tab toProceed

Step 2 – Sign In as a Regular User

Sign InTo Log into PolicyDeals, pleaseenter your:

Username: Email ID / Mobile No.Password: As given in the mail

Click on Sign In to log into youraccount

Step 3 – Choose a Subscription Package

Choose your Plan !!After Registration, the next stepis to choose the Plan which bestmeets your quota of MonthlyLeads Requirement.

Pls click on the SubscriptionPackages tab after logging in toproceed further

Step 4 – Choose a Subscription Package

Choose your Plan !!The next step is to choose thePlan which best meets yourquota of Monthly LeadsRequirement.

We have launched a PromotionalPack for Trial of our Services @Rs. 1000. You get additional Leadsworth Rs. 1000 absolutely FREE ifyou subscribe to this package. Youare free to select other packages aswell.

Click on “Get me this” to proceedfurther

Step 5 – Choose a Payment Method

Choose how you want to Pay !!

Please select a favorable option formaking the required payment toPolicyDeals. You can pay us by:

• Net Banking• Credit Card or• Cheque

For cheque details, pleasewrite in to us at agents@policybazaar.com

Step 6 – Start Buying Leads

Search & Buy Leads !!

To start buying lead with yourBalance. Please click on Search &Buy Leads tab on the Top MenuBar.

Filter the Leads by City &Products to find Leads of choice.Check the Buy column for Leadsyou wish to Buy and then click on“Get it Now” tab in the right

handtop corner.

Step 7 – View the Lead Details

My PurchasesTo view the details of the Leadsthat you have bought please clickon “My Purchases” tab on the topmenu bar.

Here you will see the completedetails of the Lead including theMobile No. which was hiddenearlier. You can now start callingand converting the Leads.

The Lead details also simultaneouslyare passed on to your mobile in theSMS.

Other Tips to Optimize Usage

Select your Product & City Preference

My PreferencesTo set your Product & Citypreferences please click on “MyAccount” tab on the top menubar.

Here you can customize thevisibility of leads to your choiceby selecting the City & Productsfor which you want to see Leadsin the Search & Buy window. Thishelps scan the leads to buy muchfaster.