Insurance Booking - Pre Login
Showcase insurance offers
Customers can log in to Citi securely with their Citi User ID and password.
One-Time Pin (OTP) validation
Consenting customers can receive an OTP from Citi on their registered mobile number and then validate it. Once validated, Citi will share the customer’s profile details with the third-party and customers will be directed to the third-party site.
After authentication, customers may review a selection of eligible products and choose their preferred option.
After selecting a product, customers take a questionnaire in order to proceed.
Product Disclosure Sheet
Customers review the product details in the product disclosure sheet in order to proceed.
Customer can request for a call back
Customers can review and agree to the insurer's terms and conditions of the selected insurance product.
Purchase the policy
Customers can select which Citi account they’d like to use at purchase.
One-Time Pin (OTP) validation before payment
Customers receive an OTP from Citi on their registered mobile number and then validate it.
After receiving the success response from the MFA validation, the third-party calls the CustomerInsuranceBookingConfirmation API and once OTP is validated, Citi will debit the premium and book the insurance policy.
Note: This is applicable only for India.
Customers can receive an acknowledgment on booking confirmation along with the policy number.