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Introducing Lifetime Free LIC IDFC FIRST Bank Credit Cards | Welcome to Referral Dashboard, a one stop solution to refer and track your referrals.

LIC Co-brand Credit Card powered by IDFC FIRST Bank

Upto 10x Rewards on
LIC Insurance spends

Airport and railway
Lounge Access

Upto 5x Rewards on
other spends

Personal Accident
Cover of up to ₹5 Lacs

3 Years Rewards
Validity

Summary

September 2023

  • Target

    700

  • Cards generated

    50/120

    50%

  • Cards usage active

    10/120

    8%

Summary

October 2023

  • Target

    700

  • Cards generated

    50/120

    25%

  • Cards usage active

    10/120

    75%

Summary

November 2023

  • Target

    700

  • Cards generated

    50/120

    45%

  • Cards usage active

    10/120

    27%

Referral summary

From

To

(Last 30 days)

(Last 30 days)

Applicants referred

Applicants referred is cumulative of statuses - Yet to initiate, Pending with applicant, VKYC pending, Application cancelled, Policy decline, In-progress with bank and Cards generated.

500

Yet to initiate

140

Pending with applicant

100

VKYC pending

50

Application cancelled

100

Policy decline

50

In-progress with bank

10

Cards generated

Cards generated is cumulative of Cards activated and pending

50

Card activation pending

10

Cards usage activated

40

Area Managers Performance

1 to 10 out of 500

Sort

Filter
Area Area Manager Name Agent base Agents Onboarded Target Achievement Applicants Referred Yet to Initiate Pending with Applicant VKYC Pending Application Cancelled Policy Decline In-progress with Bank Cards Generated Cards Activation pending Cards Activated Action
Mumbai Ravi 2000 30 400 10% 1400 450 200 350 100 150 50 100 60 40 Remind Agent
Delhi Mittal 400 45 300 11% 2000 400 200 400 200 200 200 400 70 330 Remind Agent
Banglore Saigaonkar 4500 24 800 5% 4000 400 1600 500 200 300 500 500 100 400 Remind Agent

Showing 1 to 10 out of 500

Agent Performance

1 to 10 out of 500

Sort

Filter
Agent Type Agent Name Agent Mobile number Area Office Target Achievement Last login time Applicants Referred Yet to Initiate Pending with Applicant VKYC Pending Application Cancelled Policy Decline In-progress with Bank Cards Generated Cards Activation pending Cards Activated Referrals Action
SR Ravi XX1234 Goa 400 10% 22nd Jan 12:23:43 AM 1400 450 200 350 100 150 50 100 60 40 View Remind Agent
CR Yash XX9999 Delhi 300 11% 2000 400 200 400 200 200 200 400 70 330 View Remind Agent
SR Out Ashutosh XX8777 Pune 800 5% 4000 400 1600 500 200 300 500 500 100 400 View Remind Agent

Showing 1 to 10 out of 500

Regional Head Performance

1 to 10 out of 500

Sort

Filter
Region Regional Head name Agents as per master Agents onboarded r Target Achievement Applicants Referred Yet to Initiate Pending with Applicant VKYC Pending Application Cancelled Policy Decline In-progress with Bank Cards Generated Cards Activation pending Cards Activated Action
SR Ravi XX1234 Goa 400 10% 1400 450 200 350 100 150 50 100 60 40 Remind Agent
CR Yash XX9999 Delhi 300 11% 2000 400 200 400 200 200 200 400 70 330 Remind Agent
SR Out Ashutosh XX8777 Pune 800 5% 4000 400 1600 500 200 300 500 500 100 400 Remind Agent

Showing 1 to 10 out of 500

CSM / CCSA wise

1 to 10 out of 500

Sort

Filter
Agent Type Agent Name Team size Agent Mobile number Area Office Target Achievement Last login time Applicants Referred Yet to Initiate Pending with Applicant VKYC Pending Application Cancelled Policy Decline In-progress with Bank Cards Generated Cards Activation pending Cards Activated Referrals Action
SR Ravi 23 XX1234 Goa 400 10% 22nd Jan 12:23:43 AM 1400 450 200 350 100 150 50 100 60 40 View Remind Agent
CR Yash 12 XX9999 Delhi 300 11% 2000 400 200 400 200 200 200 400 70 330 View Remind Agent
SR Out Ashutosh 22 XX8777 Pune 800 5% 4000 400 1600 500 200 300 500 500 100 400 View Remind Agent

Showing 1 to 10 out of 500

Glossary

Important Documents

Most Important Terms & Conditions

Card Member Agreement

Product Usage Guide

Credit Card Basics