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India - Apply for Insurance Surveyor License

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ProcedureEdit

Apply Online

Step 1: Trainee Insurance Surveyor Enrolment

  1. To Apply for Insurance Surveyor License, the applicant must make an enrolment Application with IRDAI on the BAP portal link
  2. The applicant must click Register and enter their particulars to register an account.
  3. Click on the tab Surveyors then click on register for login for new applicant
  4. Create user id and password and update the applicant’s profile and select department(s).
  5. Then the applicant must select name of the applicant’s trainer from the list of surveyors available on the portal
  6. A 5-digit number will be generated after successful submission of training request - no separate e-mail will be sent to trainer regarding same
  7. Trainer will access the portal from his user ID and accept the training request.
  8. Now trainee applicant will fill Enrolment Form No. 13.
  9. The applicant has to attach the required documents that are mentioned in “Required Documents” section of this page.
  10. After submission form number 13 successfully, URN – number will be generated automatically



Step 2: Examination and Training

  1. Once the Enrolment Application is approved by IRDAI and the name of the candidate is in the list of eligible candidates for III Exam, the applicant may register himself for the said exam.
  2. After clearing exam in the selected line of business, the applicant shall begin training in the mode (Training under Surveyor / Institutional Training) as selected at the time of Enrolment.



Step 3: Fresh License Application

  1. On completion of training, the applicant shall submit Application for Fresh Surveyor License along with the required documents with IRDAI on the BAP portal link
  2. Login with user id and password and click Trainee tab and click Licensing tab.
  3. Click Fresh License. The Fresh License Application (Form 1-AF) will open. All the mandatory fields in the form are marked with an asterisk.
  4. The applicant has to fill in all the necessary details in the application form.
  5. The applicant has to attach the required documents that are mentioned in “Required Documents” section of this page.
  6. Preview the application and click “Submit.”
  7. Next the applicant has to pay the prescribed fee of Rs 1000.
  8. All applications are processed within a reasonable time, having regard to the particular circumstances of each application, including the completeness of information and documents submitted to the authority by the applicant.
  9. Once everything is complete, the applicant will receive an electronic copy of the license via email.
  10. The entire process can be completed within 10- 15 days or as per the timeline advised by the respective department authority.


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Required DocumentsEdit

Documents required for Trainee Enrolment

  • Proof of Identity (Aadhar card, Pan Card, Birth Certificate)
  • Proof of Address (Voter ID, Driving License)
  • Digital signature
  • Digital photograph
  • Degree/diploma certificate
  • Online trainer’s acceptance certificate


Documents required for fresh license

  • No Objection Certificate from the applicant’s employer, if applicable.
  • Training reports for the all 4 quarter in the prescribed format.
  • Notarized copy of Result Card/Mark sheet issued by the Insurance Institute of India.
  • The Training Completion Certificate duly stamped and signed by trainer Copy of PAN Card.
  • Copy of Enrollment letter.
  • Address proof (driving license, passport, etc.)
  • Copy of IIISLA (Indian Institute of Insurance Surveyors and Loss Assessors) Membership.



Office Locations & ContactsEdit

INSURANCE REGULATORY AND DEVELOPMENT AUTHORITY OF INDIA
Sy No. 115/1, Financial District, Nanakramguda,
Gachibowli, Hyderabad – 500032
Mail: [email protected]
Call Us+91-4020204000
The applicant may call IRDAI for enrolment related queries on 011-23444415 on all working days between 04.00PM to 05.00PM
Contact Details – link

EligibilityEdit

The applicant, be a person or a company, looking to secure the IRDA Insurance Surveyor Registration, must adhere to the following conditions:

  • The applicant must be a member of an institute such as ICSI, ICAI, or IIRM or;
  • The applicant must have academic, professional, and insurance qualifications
  • The applicant must have a clear insurance company examination
  • The applicant must have undergone the required training as recommended by the IRDA


FeesEdit

  • The applicant must pay the prescribed fee of Rs 1000.


ValidityEdit

  • The validity of the insurance surveyor license in 3 years.


Documents to UseEdit

Please attach documents that can be used by people. e.g. links


Sample DocumentsEdit

Please attach sample completed documents that would help other people.


Processing TimeEdit

  • The entire process can be completed within 30 days or as per the timeline advised by the respective department authority.



Related VideosEdit

Videos explaining the procedure or to fill the applications.
Attach videos using the following tag <&video type='website'>video ID|width|height<&/video&> from external websites.
Please remove the '&' inside the tags during implementation.
Website = allocine, blip, dailymotion, facebook, gametrailers, googlevideo, html5, metacafe, myspace, revver,
sevenload, viddler, vimeo, youku, youtube
width = 560, height = 340, Video ID = Can be obtained from the URL of webpage where the video is displayed.
e.g In the following url 'http://www.youtube.com/watch?v=Y0US7oR_t3M' Video ID is 'Y0US7oR_t3M'.


InstructionsEdit

  • Applicants must complete the application form before submitting it. Incomplete applications will not be accepted.
  • Applicants must provide genuine information while applying for this procedure.


Required InformationEdit

  • Name of the applicant
  • Address
  • Email
  • Telephone
  • Date of birth
  • Place of birth
  • Family details
  • Education details
  • Training details
  • Employee details


Need for the DocumentEdit

  • An Insurance surveyor is an insurance intermediary licensed by IRDAI to investigate, manage, quantify, validate and deal with losses (whether insured or not) arising from any contingency, on behalf of insurer or insured and report thereon and carry out the work with competence, objectivity and professional integrity by strictly adhering to the code of conduct stipulated under the Law/Regulations.


Information which might helpEdit

  • For more information – link


Other uses of the Document/CertificateEdit

Please explain what are other uses of obtaining this document/certificate.
e.g. Birth Certificate can be used as proof of identity.


External LinksEdit

link


OthersEdit

General services provided by an Insurance Surveyor:

  • Investigate, manage, quantify, validate, and deal with losses (whether insured or not) arising from any contingency
  • Estimate, measure and determine the quantum and description of the subject under loss
  • Conduct inspection and re-inspection of the property in question suffering a loss,
  • conduct spot and final surveys, as and when necessary and comment upon franchise, excess/under insurance and any other related matter
  • Advise insurer and insured about loss minimisation, loss control, security and safety measures


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