Trustner — Automatic POSP Onboarding

POSP Onboarding

Choose how you would like to proceed. Returning applicants can resume using their Application ID.

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Continue existing application

Have an Application ID from a previous submission? Resume from where you left off.

Application ID

Format: POSP followed by 12 letters/digits (no dashes). Copy it exactly from your confirmation email or the Done screen.

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Start new application

First time applying? Submit your details + training reference to start the 5-day approval process.

POSP details & PAN upload
IRDAI & PAN verification
Training reference → Submit
Come back after 5 days to sign T&C + Agreement

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Watch demo video

A 60-second walk-through of the onboarding flow. Plays right here — no page reload.

Step 1 · POSP Details

Capture all the information required by IIB (Insurance Information Bureau) for the final CSV upload.

Upload PAN Card Image *

We will automatically read the PAN number from the image and fill it below.

PAN Number *

Auto-filled from the PAN card image. You can correct it manually if needed.

UID / Aadhaar (optional)

First Name *

Middle Name

Last Name *

Date of Birth *

Must be 18 years or older on appointment date

City *

State *

PIN Code *

Highest Education *

Trustner Branch (optional)

Application Date *

Email *

Mobile *

Full Address *

Required Documents

Upload each document below. We save them to the Trustner Drive and record the link in your application.

Address Proof * (Aadhaar/Electricity bill/Passport)

Class 12 Marksheet *

Passport Photo *

Bank Details / Cancelled Cheque *

Step 2 · IRDAI PAN Lookup

Confirm the POSP is not already associated with any other insurance entity on the IRDAI Agency Portal.

Per IRDAI POS-P Guidelines, a Point-of-Sale person cannot be simultaneously associated with more than one insurer/broker. Run this lookup before initiating training.

IRDAI Agency Portal — Public PAN Lookup
https://agencyportal.irdai.gov.in/PublicAccess/LookUpPAN.aspx

Not checked

PAN to look up: —

Upload screenshot of IRDAI lookup result *

Attach a full-page screenshot of the IRDAI portal. The system will automatically read the result.

Step 3 · ITREX PAN Verification

Cross-check via ITREX whether the PAN is tied to any other company. Expected result: No Data Found.

ITREX — Self Deactivate PAN
https://www.itrex.in/USN/SelfDeactivatePAN.aspx

Not checked

PAN to verify: —

Upload screenshot of ITREX result *

Attach a full-page screenshot of the ITREX result. The system will automatically read the result.

Step 4 · Training & Submit

Thank you! We have received your request.

You are now eligible for the mandatory POSP training. Our team will get in touch with you shortly to begin the training. Training takes approximately 5 working days to complete.

Click Submit Application below to save your details. You will receive a unique Application ID — save it. After training is complete and the admin approves your application (usually within 5 working days), come back to this page, click Continue existing application, and enter your Application ID to sign the Terms & Conditions and the POSP Agreement.

Your Application ID (assigned on submit)

Click Submit to generate your ID

Step 5 · Terms & Conditions

POSP must read, accept and digitally sign the Trustner POS-P agreement before IIB upload.

POS-P Engagement Terms — Trustner Insurance Brokers Pvt. Ltd.

The POSP is engaged on a non-exclusive basis strictly under IRDAI (Registration of Insurance Marketing Firm) Regulations and IRDAI POS-P Guidelines.
The POSP shall solicit only the simple, pre-underwritten retail products permitted under the POS-P framework.
The POSP confirms they are not currently associated with any other insurer, intermediary, corporate agent or broker as an agent / POSP / specified person.
The POSP shall keep their PAN, Aadhaar, address, contact and bank details updated in the Trustner records at all times.
The POSP agrees that all business solicited shall be reported through Trustner Insurance Brokers Pvt. Ltd. only.
Commission / remuneration shall be paid strictly as per IRDAI approved rates and Trustner's internal payout policy, after deduction of applicable TDS and GST.
The POSP shall maintain confidentiality of customer data and comply with the Digital Personal Data Protection Act, 2023.
The POSP shall not make misleading statements, shall disclose all material information to prospects, and shall comply with the IRDAI Protection of Policyholders' Interests Regulations.
Either party may terminate this engagement with 30 days' written notice; IRDAI mandated cooling-off and deactivation procedures shall apply on termination.
Any dispute shall be subject to the exclusive jurisdiction of courts at Guwahati, Assam.

I have read and understood the above terms and conditions.

I accept the engagement terms and confirm the information provided is true and correct.

I confirm I am not currently associated with any other insurer/intermediary as an agent or POSP.

Step 6 · Appointment & POSP Agreement

Please read the following documents generated from your onboarding information. Sign and accept to complete the onboarding.

Nominee Details (optional but recommended)

In case of unforeseen events, the nominee receives any pending commissions / dues. Leave blank if you'll add this later.

Nominee Full Name

Relationship

Nominee Date of Birth

I confirm I have read and understood the Training Qualification Certificate, Appointment Letter, POSP Agreement and Annexures A–E in full.

I accept all terms of this Agreement and the Code of Conduct, and consent to the lawful processing of my personal data.

Step 7 · Your Trustner Relationship Manager

Please share the contact details of your assigned Trustner Relationship Manager (RM). They will be your primary point of contact for policy issuance, commissions and queries.

RM Name (optional)

RM Mobile Number (optional)

RM Email (optional)

Don't know who your RM is? You can leave these fields blank and continue — we'll link your account to a Trustner RM during review. If you do know your RM, sharing their details speeds up commission processing.

Bank Account for Commission Payouts

We pay your commission directly into this account. Triple-check the IFSC and account number — typos will reject the transfer.

Account Holder Name (as on passbook)

Account Number

IFSC Code

Bank & Branch

✓ Application Submitted — Awaiting Approval

Thank you. Your POSP onboarding application has been received by Trustner Insurance Brokers Pvt. Ltd.

Your Application ID

POSPXXXXYYYY

Save this ID — you will need it to resume and complete your onboarding.

What happens next:

Our onboarding team reviews your details and runs the required verifications.
Training typically takes 5 working days to complete.
Please come back after 5 days, click Continue existing application on the landing screen, and enter your Application ID above.
Once approved by the admin, you will be able to accept the Terms & Conditions and sign the POSP Agreement.

For any query, please write to support@trustner.in.

Back to home

🎉 Onboarding Complete

Your POSP agreement has been accepted. Welcome to Trustner Insurance Brokers Pvt. Ltd.

A digital copy of your agreement and your IRDAI POSP certificate link will be shared on your registered email. Your Trustner Relationship Manager will be in touch shortly.