SSBI LifeExecutive Cockpit

Guided Journeys

The cockpit aligned to how a person actually works a decision — ordered paths from a starting question to an outcome. Pick a role, follow the steps; every page shows where you are and what's next.

SBI Life Insurance Company Limited · FY26 (Mar'26, audited anchor)
India's #1 private life insurer by Individual NBP (25.5% private share) & IRP (22.9%)
29,344 employees · 1230+ own offices · 9 bancassurance partners
🌐 Enterprise 360 modules· on Guided JourneysBrowse all 31 views ▾
Protection & Annuity-led growth
MD & CEO · Amit Jhingran · 7 steps

The SBI Life thesis: shift the mix toward protection, annuity & non-par to lift VNB margin — the four pillars, the value levers, how the book is performing, the P&L & free surplus, the segment VNB-margin journey, and the embedded value it creates.

Product-mix shift to non-ULIP
Products & VNB · Prithesh Chaubey (Appointed Actuary) · 6 steps

Rebalance toward higher-margin non-ULIP — Par, Non-Par savings, Protection & Annuity: where the demand is, the capital behind it, the segments they join, the renewal book, the programs to deliver, and how they lift blended VNB margin.

CFO: VNB margin → EV → returns
President & CFO · Sangramjit Sarangi · 4 steps

Value of new business to embedded value to returns: the consolidated P&L (PAT normalized for GST/labour one-offs), premium collection & free surplus, conservative solvency (1.90 vs the 1.50 floor), segment economics, and the listed-company appraisal view.

Embedded value & shareholder returns
Chairman & Board · C.S. Setty / SBI · 7 steps

Is the thesis compounding shareholder value: the data mesh behind the numbers, the three lenses, the distribution footprint, the persistency & margin levers, and the market-cap / embedded-value bridge.

Distribution reach (banca & agency)
Distribution · Bancassurance / Agency · 6 steps

Win and grow distribution across bancassurance & agency and convert leads to a durable book: the new-business pipeline, channel & customer reach, proposals & underwriting, renewals & persistency, issuance, and lead → first premium.

Operate the book (persistency & claims)
Operations · Servicing, Persistency & Claims · 5 steps

Sense → decide → act across servicing, renewals and claims: the towers, the agents that act, persistency & policy health, the distribution workforce, and cost & reinsurance.

MD & CEO · Amit Jhingran · 7-step path

Protection & Annuity-led growth

The SBI Life thesis: shift the mix toward protection, annuity & non-par to lift VNB margin — the four pillars, the value levers, how the book is performing, the P&L & free surplus, the segment VNB-margin journey, and the embedded value it creates.

Start journey → Strategy & Goals
  1. 1Strategy & Goalsthe four pillars & OKRs the plan rests onthen ↓
  2. 2Value Creation Plantoday → mid-term value-creation leversthen ↓
  3. 3Enterprise 360is the consolidated book on track?then ↓
  4. 4Finance 360the P&L & quality of earningsthen ↓
  5. 5Cash 360premium collection, free surplus & solvencythen ↓
  6. 6Products & Segments 360VNB-margin journey by product segmentthen ↓
  7. 7Embedded Value & Returnsembedded-value bridge & shareholder valueOutcome
Products & VNB · Prithesh Chaubey (Appointed Actuary) · 6-step path

Product-mix shift to non-ULIP

Rebalance toward higher-margin non-ULIP — Par, Non-Par savings, Protection & Annuity: where the demand is, the capital behind it, the segments they join, the renewal book, the programs to deliver, and how they lift blended VNB margin.

Start journey → Market & Industry Intel
  1. 1Market & Industry Inteldemand signals & IRDAI policy across productsthen ↓
  2. 2Growth & Capital 360growth & capital initiatives: invest → VNB → RoEVthen ↓
  3. 3Products & Segments 360the non-ULIP segments, by VNB marginthen ↓
  4. 4Persistency & Renewals 360renewal book & persistency by productthen ↓
  5. 5Programs & Digital 360digital & actuarial programsthen ↓
  6. 6Embedded Value & Returnsrealized margin → embedded valueOutcome
President & CFO · Sangramjit Sarangi · 4-step path

CFO: VNB margin → EV → returns

Value of new business to embedded value to returns: the consolidated P&L (PAT normalized for GST/labour one-offs), premium collection & free surplus, conservative solvency (1.90 vs the 1.50 floor), segment economics, and the listed-company appraisal view.

Start journey → Finance 360
  1. 1Finance 360P&L, VNB margin & quality of earningsthen ↓
  2. 2Cash 360premium collection, free surplus & solvency bufferthen ↓
  3. 3Products & Segments 360VNB margin by product segmentthen ↓
  4. 4Embedded Value & Returnsoperating RoEV & IEV / market-cap bridgeOutcome
Distribution · Bancassurance / Agency · 6-step path

Distribution reach (banca & agency)

Win and grow distribution across bancassurance & agency and convert leads to a durable book: the new-business pipeline, channel & customer reach, proposals & underwriting, renewals & persistency, issuance, and lead → first premium.

Start journey → New Business & APE 360
  1. 1New Business & APE 360new business, APE pipeline & forecastthen ↓
  2. 2Channel & Customer 360channels & customer segments, cross-sellthen ↓
  3. 3Proposal & Underwriting 360proposals & underwriting across productsthen ↓
  4. 4Persistency & Renewals 360renewals, persistency & repeat premiumthen ↓
  5. 5Onboarding & Issuance 360issue & onboard at qualitythen ↓
  6. 6Policy Lifecycle 360watch it convert lead → first premiumOutcome
Operations · Servicing, Persistency & Claims · 5-step path

Operate the book (persistency & claims)

Sense → decide → act across servicing, renewals and claims: the towers, the agents that act, persistency & policy health, the distribution workforce, and cost & reinsurance.

Start journey → Control Tower
  1. 1Control Towersense the cross-enterprise signalsthen ↓
  2. 2AI Agentslet an agent act on the alertthen ↓
  3. 3Persistency & Renewals 360renewals, persistency & policy healththen ↓
  4. 4Workforce 360distribution workforce & productivitythen ↓
  5. 5Cost & Reinsurance 360cost & reinsurance efficiencyOutcome