A 5-Stage Advisor Activation Path
Many new Advisors struggle in the first weeks because the steps are unclear. A structured onboarding path takes away that uncertainty, so you know what to do next and who to ask.
KYC & Verification
Submit your PAN, Aadhaar, educational proof and bank details. Distroo's team guides you through verification.
Platform Setup & Access
Get your Distroo Advisor login and access to the tools used to manage clients, policies and renewals.
Foundation Training
Cover key products across Health, Life and Motor, underwriting basics and responsible customer conversations.
Launch Toolkit
Receive a digital visiting card, announcement banners, portfolio review templates and customer explainer sheets.
Mentor Support & First Policy
Your mentor helps you prepare your first client meetings and proposals, and guides you towards your first completed case.
Start With Support.
You are not left alone after joining. Training, tools and a mentor come together from the start.
Start with confidence, with support behind you.
Many new insurance professionals feel isolated after signing up. Distroo's onboarding pairs practical tools with human mentoring, so you are better prepared when you meet customers.
Key Advantages
- Clear Onboarding Steps
- Partner Insurer Products
- Assigned Launch Mentor
- Transparent Commission Statements
A clear path from KYC and training to your first completed case. Timelines depend on your documents, training progress and the insurer.
Start an Advisory Career
We guide you through the regulatory requirements for an Insurance Sales Person and support you from your first lesson to your first client.
Move to a Multi-Product Practice
Work with products from partner insurers, with onboarding, claims and renewal support from the Growth Desk. Remuneration terms are explained when you join.
Onboarding Requirements & First Case Checklist
What you need to complete onboarding and submit your first customer application without avoidable delays.
Aadhaar Card (Linked to Mobile)
Used for paperless e-KYC and digital signing.
Permanent Account Number (PAN)
Needed for regulatory empanelment and tax compliance.
Bank Details (Cancelled Cheque / Passbook)
A document showing your name, account number and IFSC code for payouts.
Educational Qualification Certificate
Your educational certificate, as required under the applicable IRDAI rules.
Passport-Size Digital Photograph
A recent photograph for your Advisor ID and digital card.
Customer Needs Fact-Sheet
A simple profile of dependants, liabilities and existing cover.
Customer Identification Proofs
Aadhaar e-KYC and PAN of the proposer and the life assured.
Medical Disclosure Records
Tele-underwriting notes or test reports if the insurer asks for them.
Premium Payment Receipt
A payment receipt from the insurer's official payment channel.
Policy Documents
The policy schedule issued by the insurer, saved with the customer's records.
Eligibility and verification are governed by the applicable IRDAI regulations.
Who benefits from Distroo Advisor Onboarding?
Advisor profiles:
Aspiring Financial Advisors
Career changers and graduates starting an advisory practice.
Existing Insurance Agents
Work with a wider range of products and support than a single-company role.
Mutual Fund & Wealth Distributors
Add protection conversations to your existing client relationships, within your regulatory permissions.
Tax Consultants & CAs
Offer your clients protection guidance with compliance support and a dedicated desk.
Onboarding Paths for Different Professionals
Whether you are starting fresh or bringing an existing client base, the onboarding path adapts to your goals.
Aspiring Advisor
For career changers, fresh graduates and professionals entering insurance distribution.
- Preparation for the Insurance Sales Person examination
- Foundation training on products and customer conversations
- Assigned launch mentor for your first cases
Existing Agent / POSP
For people already working in insurance who want broader products and more support.
- Guidance on moving your appointments, as regulations allow
- Access to partner insurer products
- Discussion of remuneration terms for your book
Professional & Business Partner
For tax consultants, CA firms, wealth managers and others who want to offer protection guidance to their clients.
- Support to set up an insurance desk
- Customer-facing material within regulatory guidelines
- A dedicated relationship contact
Grow your advisory practice with the Distroo ecosystem
Training, tools, sales support, claims and renewal support, working together so that you can focus on your customers.
Build your insurance practice with Distroo
Join the Distroo Advisor network and get training, onboarding, technology and Growth Desk support across Life, Health, Motor and SME insurance. Earnings are commission-based and depend on your business.
- Training and onboarding support, including guidance for the ISP examination
- Tools to manage clients, policies and renewals
- Sales, claims and renewal support from the Growth Desk
Frequently Asked Questions on Advisor Onboarding
Clear answers to common questions about joining Distroo, regulatory requirements and remuneration.