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Apply For Instant Claim

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Objective

The objective of this process is to enable DSAs (Direct Selling Agents) to claim eligible leads instantly using the Instant Claim feature for faster payout processing and improved efficiency.

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Process Steps

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Step 1: Login to the B2B Web Portal

  • The DSA logs in using their provided credentials.
  • Upon successful login, the B2B Dashboard will appear.
  • A New Claim Wallet has been added on the top right corner of page.
  • Click on Claim Now and the user will be redirected to the instant claim page.

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Step 1.2 : Navigate to the Instant Claim Section

  • Click on the hamburger menu (☰) on the top-left corner.
  • Go to My Earnings > Instant Claim.
  • The system will redirect the user to the Instant Claim page.

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On the Instant Claim Page:

  • In pending claims, (leads that are disbursed and ready for claiming) will be displayed.
  • Click on the rupee (₹) icon under the Action column to proceed.
  • A pop-up message will appear:
    “Claims are being processed.”

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Step 2: Select and Claim Leads

  • On the Instant Claim Page, a list of all eligible leads will be shown.
  • Search for the disbursed leads that are ready for claim processing.
  • Options available:
    • Select individual leads to claim.
    • Click the “Claim All” button to claim all eligible leads in one go.

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Step 3: Claimed File Tracking

  • Once a file is claimed, it will be shown under the Claimed section.

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Special Cases:

  • If the payout is not set or instant claim is not enabled, the Pending Claims section will appear blurred with a “Set Payout” button.
  • Clicking the Set Payout button will automatically trigger an email reminder to the DSA to set up the payout.

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Step 5: Post-Claim CRM Tracking

All instant claims will be automatically visible in the CRM under: CRM → Finance → Claims → Instant Claims After the claim button is clicked, the lead will follow this flow:

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CRM → Finance → Claims → Payout → Processed → Sent to ERP

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Conclusion

By following the above structured steps, organizations can:
  • Efficiently enable instant claim processing for their products.
  • Authorize DSAs to manage and claim leads directly.
  • Ensure a smooth, transparent, and faster payout process.
This streamlined workflow significantly improves the claim turnaround time and enhances DSA satisfaction. 🚀
Prepared By: Aparmita Srivastav