.png)
INSURANCE IN INDIA · IRDAI COMPLIANCE
For Indian insurers, brokers and corporate agents, UpTroop turns your product rules, disclosure scripts and suitability checks into 3–5 minutes of scored role-play practice a day on WhatsApp or Teams. Agents and POSPs rehearse the conversations where mis-selling happens, in Hindi and the other languages they sell in, and you see who is ready before a customer hears the pitch.
14,000
active frontline users
11+
languages live in production
3–5 min
of practice a day, on WhatsApp
4 weeks
paid pilot with one agent cohort
WHAT IT MEANS
IRDAI compliance training prepares insurance agents and point of sales persons (POSPs) in India to sell within the regulator's rules and your own: explaining exclusions, charges and waiting periods, checking that a plan suits the customer, and making sure the customer understood what they bought. Licensing courses and exams cover the rules. Day-to-day compliance depends on whether the agent says them correctly in a real conversation, often on a phone and in a regional language.
Passing the exam proves an agent or POSP learned the rule. Mis-selling happens later, in the conversation, when a customer pushes back on the premium or asks what is guaranteed.
POSPs and field agents often work from a phone, far from a branch or a classroom. Refresher modules rarely reach them, so practice has to come to the app they already use.
Channel and branch managers spot a problem only when they sit in on a meeting or a complaint arrives. By then the policy is already sold.
PRACTISE THE MOMENTS THAT MATTER
Admins upload your product rules, disclosure scripts and suitability checklist once. The AI Console turns them into scored practice by product, role and language, for agents, POSPs and bancassurance staff.
Exclusions, waiting periods, charges, the free-look period and what is guaranteed are scored on every response, so a missed disclosure shows up in practice rather than in a complaint.
Agents and POSPs practise asking about income, dependants and existing cover before they recommend a plan, and are scored on the questions they ask first.
“Just tell me the returns.” “My friend said this is guaranteed.” “Do I have to mention my old illness?” Agents rehearse answers that stay accurate under pressure, before a real customer asks.
Practice and scoring in Hindi, Marathi, Gujarati, Kannada, Tamil, English and the other languages your agents and POSPs use with customers.
WHAT A COMPLIANCE HEAD SEES
Every agent and POSP gets a readiness score by product and scenario, traced back to what they actually said. Compliance and distribution heads see gaps by branch and by rule, and coaching goes to the people who need it.
READINESS
64% · Developing
POSP, week two · term plan. The customer says: “Do I have to mention my old illness on the form?”
“It was years ago, most people leave it out. Let's just finish the form.”
Stayed friendly and kept the customer engaged
Did not explain why full health disclosure is needed
Did not mention the risk to a future claim
Priya · Hindi · 2 min 50 sec · 7 turns
It is training that prepares insurance agents and POSPs in India to sell within regulatory and company rules: clear disclosures, suitability checks and fair treatment of the customer. UpTroop adds daily, scored practice of those conversations on top of your licensing and mandatory training.
No. Licensing courses, exams and your mandatory modules stay as they are. UpTroop adds the part they leave out: daily practice of the customer conversation, scored, so knowing the rule turns into saying it correctly.
Yes. Practice arrives on WhatsApp, Microsoft Teams or Slack, with no app to download. A session takes 3–5 minutes, so it fits between customer visits.
More than 11 languages are live in production, including English, Hindi, Marathi, Gujarati, Kannada and Tamil. Agents and POSPs practise and are scored in the language they sell in.
With a paid 4-week pilot on one cohort, for example new POSPs in one region or one product line. You see readiness scores on your own disclosure scenarios before deciding on a wider rollout.
Scenario content shown on this page is illustrative, using our Meridian Finance demo tenant. Usage figures are totals across all UpTroop customers.
SEE IT ON YOUR OWN RULES
In 15 minutes, we turn one of your product rules into scored practice live on the call, and show you the view your compliance and distribution heads would see.