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The product catalog is the shelf of plans your advisors sell. It spans many insurer companies (such as LIC and HDFC Life) and many insurance types, and it holds the rules each plan runs on: the eligible ages, the sum-assured band, how the premium is worked out, the maturity return, and the commission rates. This page explains how to browse the catalog and how an admin adds a product.

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Browsing the catalog

Open Products in the advisor portal. Advisors and admins both browse the same catalog; admins can also create and edit plans.
The Products catalog showing insurance plans with company and type filters, coverage details, commissions, and comparison controls.
Narrow the list down two ways, and combine them with a keyword search:

By insurer company

Filter to a single company, such as LIC or HDFC Life. Each plan card shows the company it belongs to.

By insurance type

Filter to a type of cover: Term Life, Endowment, ULIP, Money Back, Health, Personal Accident, or Motor.

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Field guide: the product record

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Adding a product (admin)

Creating and editing plans is an admin action.
1

Open Products and start a new plan

From Products, choose to add a plan.
2

Choose the company and insurance type

Pick the insurer company (for example LIC or HDFC Life) and the insurance type. Both are required. You can pick an existing company from the suggestions or type a new one.
3

Set the plan rules

Fill in the policy category, age range, sum-assured band, premium basis, maturity return rate, and the first-year and renewal commission rates.
4

Set tax and billing details

Add the HSN/SAC code and the billing item so payments on this plan invoice correctly.
5

Activate the plan

Mark the plan Active so advisors can select it in illustrations and applications.
The insurer company and the insurance type are both required when adding a plan. A plan cannot be saved without them.

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Who does what

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Dependencies

  • What a plan needs to invoice cleanly: an HSN/SAC code and a billing item, so payments on the plan raise a correct invoice.
  • What the catalog feeds: advisors select plans in Sales Illustrations, E-Applications, and policies, and the plan’s rates drive premium, maturity, and commission calculations everywhere downstream. See Advisory tools and Premiums and commissions.

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Best practices

  • Keep companies named consistently. Use one spelling per insurer (for example always “HDFC Life”) so the company filter groups plans cleanly.
  • Set commission rates carefully. The first-year and renewal rates on the plan are exactly what advisors earn on each payment, so get them right before activating.
  • Retire, don’t delete. When a plan is no longer sold, clear its Active flag rather than removing it, so existing policies that reference it stay intact.
  • Fill in tax details up front. A missing HSN/SAC code or billing item shows up later as a broken invoice; set them when you create the plan.