What is HDFC ERGO AMS? (Registration, Login & More)

HDFC ERGO Agency Management Systems (AMS) is a one-stop solution designed for HDFC ERGO affiliated agents and brokers to manage their customers’ insurance policies and streamline their operations. In this article, we will talk about how agents can benefit from HDFC ERGO AMS platform to improve their customer service.  We will also talk about its features and steps to access the platform.

We will talk about the following:

• What is HDFC ERGO AMS?
• How to login into HDFC ERGO AMS
• How to reset password on HDFC ERGO AMS
• How to register on HDFC ERGO AMS
• Features of HDFC ERGO AMS
• FAQs about HDFC ERGO AMS

What is HDFC ERGO AMS?

HDFC ERGO Agency Management Systems (AMS) is an online platform designed by HDFC ERGO General Insurance Company for its affiliated agents and brokers so that they can manage their operations effectively. The platform provides a wide range of features to agents in order for them to manage their customers’ policies efficiently.

HDFC ERGO AMS enables HDFC ERGO agents to generate quotes, file and track claims, issue policies for their clients, and much more. The main objective behind this platform is that the affiliated agents can provide better quality customer service to their clients.

How to login into HDFC ERGO AMS

Below are the steps you can follow to login to the platform:

• Step 1: Click on this official link, i.e., https://ams.hdfcergo.com/, to log in.
• Step 2: Enter the user ID and password.
• Step 3: Then click on “Log in.”

You will be successfully logged into the portal.

How to Reset Password on HDFC ERGO AMS

In case you have forgotten your password and are not able to log in,

Follow these simple steps to reset your password:

• Step 1: Go to the login page. The link for the same has been given above.
• Step 2: Click on “Forgot Password.”
• Step 3: Enter the intermediary code or WCT number and click on “Submit.”
• Step 4: You will receive an email with a link to change your password at your registered email address with the company.
• Step 5: Click on the link and reset your password.

How to Register on HDFC ERGO AMS

If you are a newly affiliated agent or broker with the company and want to register yourself on the portal,

Follow these simple steps to register:

• Step 1: Visit the official page of HDFC ERGO AMS.
• Step 2: Click on “Register Now.”
• Step 3: Enter the WCT number and intermediary code. Then click on “Register.”
• Step 4: Fill in the requested details, like name, mobile number, etc.
• Step 5: Also, create a username and password for the account.
• Step 6: Click on “Register” to complete the registration procedure.

Features of HDFC ERGO AMS

Below is a list of features offered on this online platform:

• Policy Management: Agents can effectively manage and alter the insurance policies of their clients. They can also renew policies, submit, and track claims on behalf of their customers through the portal.
• Customer Management: Agents can maintain and store all important data about their clients, such as KYC documents, claims histories, and policy details, in a secure database. This feature provides a 360-degree view of each customer’s account, making it easy for agents to access and update data through the portal.
• Document Management: This platform secures and stores all the policy-related documents like invoices, policy deeds, claims authorization forms, etc. in a centralized location. This feature enables the company’s agents to manage all policy-related documents for their customers effectively.
• Compliance Management: Agents will be informed regularly about any changes or updates to regulatory guidelines from IRDA so that they can work in compliance with the norms and avoid any penalties.