Use Case

Insurance Policyholder KYC

Verify policyholders remotely with IRDAI-compliant video KYC that works even in low-bandwidth rural areas — reducing policy issuance time by 60% while extending your reach to every corner of the country.

The Challenge

Agent-Dependent Verification Cannot Scale

Insurance companies depend heavily on field agents and branch networks for policyholder verification. This agent-dependent model creates critical bottlenecks — policies lapse while waiting for KYC completion, rural and semi-urban customers remain underserved, and IRDAI compliance reporting becomes a manual nightmare consuming thousands of person-hours annually.

  • Agent-dependent verification limits capacity — policy issuance bottlenecks during peak enrollment periods
  • KYC delays cause policy lapses and missed premium payments, directly impacting revenue and customer retention
  • Rural and semi-urban areas with limited agent coverage represent untapped market potential worth crores in premiums
  • Manual IRDAI compliance reporting is error-prone and resource-intensive, risking regulatory penalties
60%

Reduction in policy issuance time — from weeks of waiting for agent visits to same-day verification and activation

The BASEKYC Solution

Verify Policyholders Anywhere, Anytime

Remote Video Verification

Policyholders complete their KYC from home through a guided video session with an insurance verification officer. The entire process — identity validation, document review, and consent capture — takes under 8 minutes. No agent visit needed, no branch required.

Low-Bandwidth Support

BASEKYC's adaptive streaming technology adjusts video quality dynamically based on the customer's network conditions. Even on 2G/3G connections common in rural India, the platform delivers stable video sessions with clear face capture and document readability — ensuring no customer is left behind.

Automated Compliance Reporting

Generate IRDAI-ready compliance reports automatically. Every verification session is categorized, documented, and made available in regulatory formats. Quarterly and annual reports that previously took weeks of manual compilation are now generated in seconds with full accuracy.

Key Features for This Use Case

Regulatory Framework

Insurance KYC Compliance Requirements

Insurance companies in India must comply with IRDAI verification mandates and PMLA obligations for policyholder identification. BASEKYC addresses every regulatory requirement for remote policyholder verification.

IRDAI Pre-Issuance Verification

IRDAI mandates pre-issuance verification for life insurance policies above specified thresholds through its Guidelines on Insurance E-commerce and related circulars. BASEKYC enables insurers to conduct video-based pre-issuance verification where a trained officer confirms the proposer's identity, intent to purchase, and understanding of policy terms — all recorded with tamper-proof evidence for IRDAI audits.

PMLA Requirements for Insurers

Insurance companies are reporting entities under PMLA and must perform Customer Due Diligence for policies with annual premiums exceeding Rs. 50,000 or for single-premium policies above Rs. 1,00,000. BASEKYC integrates CDD checks — identity verification, source of funds declaration, and PEP screening — directly into the policyholder onboarding video session, ensuring full PMLA compliance without separate manual processes.

Proposer Identification & Consent

IRDAI's policyholder protection regulations require positive identification of the proposer and explicit recorded consent before policy issuance. BASEKYC captures the proposer's live image alongside their OVD (Aadhaar, PAN, or Voter ID), records their verbal consent and declaration of good health where applicable, and stores everything as an encrypted, timestamped record accessible for regulatory review.

Anti-Fraud & Mis-selling Prevention

IRDAI's anti-fraud framework requires insurers to have systems for detecting impersonation and preventing mis-selling at the point of sale. BASEKYC's AI-powered liveness detection and face-match technology prevent impersonation, while the recorded video session creates verifiable proof that the proposer was informed about policy terms, exclusions, and premium obligations — protecting both the insurer and the customer.

Implementation

Go Live in 3 Weeks

1

Week 1 — Integration & Configuration

API integration with your policy management system and CRM. Configure verification workflows for different product lines (life, health, motor), set up OVD validation channels, and establish IRDAI-compliant recording and storage infrastructure.

2

Week 2 — Training & Testing

Train verification officers on pre-issuance verification procedures, consent capture protocols, and BASEKYC platform operation. Conduct end-to-end testing with simulated policyholder sessions across all product categories and bandwidth conditions.

3

Week 3 — Pilot & Go-Live

Controlled pilot with real policyholders across urban and rural regions to validate low-bandwidth performance. Full production rollout with dedicated support during the first week of live operations.

Further Reading

Issue Policies 60% Faster

Reach every policyholder — urban or rural — with IRDAI-compliant video KYC that works on any connection.