CD Balance Overview
Monitor and manage your cash deposit balance
Add a 20% buffer to your CD Balance top-up
We recommend that you maintain 20% of your annual premium as balance at all times. For example, if your original premium is ₹1,00,000 then please maintain at least ₹20,000 as your CD Balance.
Pending Endorsements
Review and manage pending endorsement requests
| Request ID | Product | Amount Required | Status | Date | Actions |
|---|---|---|---|---|---|
| #END-2023-001 | Parental Health Insurance | ₹76,787 | Insufficient Balance | 23/08/22 | |
| #END-2023-002 | Personal Accident | ₹19,995 | Insufficient Balance | 30/09/22 |
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CD Balance Top-up History
View all your CD balance top-up transactions
| Transaction ID | Product | Amount | Payment Method | Status | Date & Time |
|---|---|---|---|---|---|
| #TOP-2023-001 | Parental Health Insurance | ₹50,000 | Bank Transfer | Success | 2023-08-23 10:22 AM |
| #TOP-2023-002 | Personal Accident | ₹20,000 | UPI | Success | 2023-09-30 11:41 PM |
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Transaction History
View all transactions related to your CD balance
| Transaction ID | Description | Type | Amount | Balance | Date & Time |
|---|---|---|---|---|---|
| #TXN-2023-001 | Top-up via Bank Transfer | Credit | +₹50,000 | ₹1,23,213 | 2023-08-23 10:22 AM |
| #TXN-2023-002 | Endorsement Processing | Debit | -₹25,000 | ₹73,213 | 2023-09-30 11:41 PM |
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Invoice Requests
Request and manage proforma invoices for CD balance top-ups
Request New Invoice
Recent Invoice Requests
| Request ID | Product | Amount | Status | Date | Actions | |
|---|---|---|---|---|---|---|
| #INV-2023-001 | Parental Health Insurance | ₹76,787 | client@company.com | Sent | 2023-08-23 | |
| #INV-2023-002 | Personal Accident | ₹19,995 | client@company.com | Pending | 2023-09-30 |
Notifications
Stay updated with important alerts and notifications
Notification Preferences
Low Balance Alerts
Get notified when CD balance is below required amount
Transaction Alerts
Notifications for all CD balance transactions
Invoice Notifications
Get notified about invoice requests and status
Recent Notifications
Low Balance Alert
Your CD balance is below the required amount for pending endorsements. Please add ₹76,787 to process pending requests.
Invoice Generated
Invoice #INV-2023-001 has been generated and sent to your email.
Payment Successful
Your CD balance has been topped up with ₹50,000.
Settings
Manage your account preferences and configurations
Account Settings
Preferences
Email Notifications
Receive email updates
SMS Alerts
Get SMS notifications
Low Balance Alerts
Alert when balance is low