How to Create an Account and Complete SM Portal Login Registration

The insurance sector in India is becoming more organised and more supportive of professionals who work on the ground. Among the many changes that have made life easier for an insurance agent, the digital shift is one of the most important. Today, most insurers provide online platforms that help agents handle customer details, manage policies, track renewals and offer better service without paperwork slowing them down. One such platform that stands out for its simple design is the SM Portal. Understanding how to complete the sm portal login and register an account can make daily work smoother and more efficient for any insurance agent.

This blog describes how to create an account in the SM Portal, what documents are required, and how agents can get the most out of the online system.

What is the SM Portal And Why Does it Matter?

The SM Portal is an online system to support insurance agents in carrying out their tasks with ease and more control. It acts as a single source where details related to clients, policy servicing, performance metrics, commission details and training materials are available at one place. Rather than maintaining physical files or depending on manual updates, this digital platform can be trusted by any insurance agent for timely information.

A few of the reasons why this portal is considered useful are:

• Convenient access to information concerning the customer policy
• Easy tracking of policy renewal
• Smooth issuance of new policy applications
• Online training and certification support
• A clear overview of earnings and performance reports
• Reduced physical form usage and office visits

The portal, in turn, helps agents provide consistent service for customers, through which trust is created.

Who Can Use the SM Portal?

The SM Portal is designed mainly for insurance agents associated with the authorised insurance companies. Any individual recently joining the industry or planning to become an agent in the near future can create an account once the company provides basic onboarding details:

• Newly appointed agents
• Servicing online for currently existing agents seeking to switch over to that format.
• For team leaders needing to view the performance of agents.
• Advisors whose training modules are required

The portal supports all levels of experience, so it is easy for newcomers to learn but allows experienced agents to manage work faster.

What You will Need Before you Start Registration

First things first, an insurance agent should prepare some information before creating an account. This is to avoid inconveniences during the sm portal login registration process. The most common items include:

• Agent code or license number
• Email Address registered
• Contact Number given at the time of Onboarding
• A valid proof of identity
• PAN card
• Passport-size photo in digital format

Some may want more documentation, depending on the internal policy, but it's always good to have that onboarding file handy.

How to Create a New Account on the SM Portal

The registration process is not complex. The following steps outline how an insurance agent can register for an account without getting confused.

Visit The Official SM Portal Website

Open the link to the portal provided by the insurance company. In most cases, agents are provided with this link through their email or the team at the branch. Carefully do it, as there are many pages online that may appear similar but are not genuine.

Click on New Registration Option

New user registration will be available from the home page with a button. It shall redirect the user to the sign-up section upon clicking.

Enter Basic Agent Details

The registration page will ask for information like:

• Full name
• Agent code
• Date of birth
• E-mail address
• Mobile number

These details must match the information submitted during agent appointment. If there is any mismatch, the portal may not accept the application.

Verify Through OTP

After entering the details, the system sends an OTP to the registered mobile number and email. Enter both OTPs to complete verification. This step ensures that only the authorised agent can create the account.

Setting a Login Password

A strong password helps keep the account secure. Agents are usually advised to include a mix of letters and numbers. This password will be used every time the sm portal login is performed.

Required Documents Upload

Most portals ask for soft copies of identity proof, PAN, and a photograph. Uploading clear, correct files ensures quick approval.

Lodging the Application Form

Once all information is filled in, click on submit. The system may take a short time out to verify the information. Some insurers do verification in real-time, while others take a few hours.

Get Confirmation

After approval, a confirmation message or email is sent, with the account now active and ready for login.

How to Complete the SM Portal Login

One can sign in within minutes after the sign-up process.

• Step 1: Go to the Login Page

  Go to the same website and click on the login button.

   

• Step 2: Type User-name Or Agent Code

  One would need to input the username, which was probably created when one signed up, and probably the agent code.

   

• Step 3: Password Entry

  Use the password set during the sign-up stage. It is always better to avoid sharing this password with anyone.

   

• Step 4: Click Login

  After clicking login, the portal will open the dashboard. If the password is incorrect, the system will show an error, and the password reset option may be used.

Overview of the Dashboard and Main Features

Once the sm portal login is successful, the dashboard is the first screen seen by the user. It contains all the primary tools needed for daily tasks. The layout is usually clean, with menu options listed clearly.

Key sections include:

Policy Servicing

This section enables agents to:

• Track customer policies
• Verify premium due dates
• Download receipt
• Customer's Information Update

New Business Corner

Agents can apply for new policies, submit customer documents and track proposal status.

Training And Certification

Most insurers offer:

• Online training videos
• Reading matter
• Mock tests
• Certification renewal support

This makes it easier for the agents to keep current with product knowledge.

Earning & Commission Reports

Agents can see:

• Monthly commission statements
• Excellent earnings
• The details of the bonus or incentives

This helps in financial planning and tracking targets.

Customer Support Tools

Some portals include built-in chat options or request forms for branch support. This reduces waiting time and ensures faster resolution.

How to Reset Password if Needed?

Sometimes passwords may be forgotten. The portal offers a simple way to reset them. The method includes:

• Accessing the Login Page
• Click the option Forgot Password.
• by entering the registered mobile number or email
• OTP verification done
• Setting a new password

This process secures the account against illicit access. 

Also Read : Insurance Agent Registration Online

How to Better Utilise the Portal?

To get the best use out of the SM Portal, an insurance agent can keep a few practical habits in mind. 

• Log in regularly, so that you are not lagging in any changes that might be instituted. Keep them scanned and filed for easy uploading. 
• Use the training section to refresh product knowledge. 
• Follow the renewal dates to support customers at the right time.
• Review commission statements at the beginning of each month to instantly report any technical problems to avoid disrupting the work. 

Conclusion

Digital platforms are now essential for insurance agents because customers expect quick support and accurate information. Tools like the SM Portal give instant access to policy updates, renewals, commission details and customer records, removing the need for physical documents or branch visits. This leads to a more organised, transparent and efficient workflow for agents at every level.

The SM Portal login process is simple and secure. It gives agents access to policy insights, training resources and performance data in one place, allowing them to spend less time on manual tasks and more time helping customers.

Buying health insurance through an agent remains valuable because agents provide personalised guidance, simplify complex policy terms and offer reliable support during claims. Digital tools further strengthen this experience by enabling faster and more accurate assistance. At Niva Bupa, we equip agents with smooth digital systems that make customer service quicker, clearer and more dependable. As insurers continue to upgrade such platforms, both agents and customers benefit from a more connected and convenient experience.

FAQ’s

1. What is the SM Portal used for by an insurance agent?

The SM Portal is an online system that helps insurance agents manage policy details, submit new applications, track renewals, check commissions and access training materials in one place. It reduces paperwork and makes daily tasks easier.

What details are needed to complete the SM Portal registration?

Agents usually need their agent code, registered mobile number, email address, PAN card, identity proof and a passport-size photograph in digital format. Keeping these ready helps complete registration without delays.

How long does it take to activate an SM Portal account?

In most cases, the account is activated soon after submitting the registration form and completing OTP verification. Some insurers may take a few hours for approval, depending on internal checks.

What should an agent do if the SM Portal login password is forgotten?

The password can be reset by selecting the Forgot Password option on the login page. After entering the registered mobile number or email and completing OTP verification, a new password can be set.

Can NRI Indians benefit from the support provided through the SM Portal?

Yes, NRI Indians who rely on insurance agents in India, especially for health insurance, benefit from smoother servicing because the portal allows agents to access policy information quickly and offer timely support.