SBI Life Smart Advisor

4.0
8.87K reviews
500K+
Downloads
Content rating
Everyone
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About this app

SBI Life Smart Advisor is a Mobile Application specifically developed to provide SBI Life Insurance Advisors access to their key business data like Policy & Customer details, Product & Premium details, News & Updates on SBI Life etc.
To register please use your Agency online id (example IA99999999) & agency online password.

The application have many useful features for you, like :
- Dashboard containing summary of your MTD & YTD business
- Planner to manage your meetings
- Reports to check Policy List, Policy Details, Customer Details, Renewal Due List ,Maturity List etc.
- Commission details
- Premium Calculator & Product Details
- Links to our website to check NAV, Download Forms etc.
- News & Updates from SBI Life.

We have integrated the payment acknowledgement module in this release of Smart advisor . Advisor has to select Renewal premium option from the menu they have simply key the policy number and dob of the customer on click button policy details will populate . Once data would populate they have to key cheque or draft details and finally click on submit button. In case of new business they have simply key the proposal number and cheque details and finally click on synch button.
Updated on
6 Jun 2024

Data safety

Safety starts with understanding how developers collect and share your data. Data privacy and security practices may vary based on your use, region and age The developer provided this information and may update it over time.
No data shared with third parties
Learn more about how developers declare sharing
No data collected
Learn more about how developers declare collection

Ratings and reviews

4.0
8.54K reviews
Arun Chetri
30 May 2024
Worst app in the world ... Too much update and slow for every services ...totaly disappointed..please maintain quickly
28 people found this review helpful
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Sebastin Brucelus
24 March 2024
Worst App in the life insurance companies so many options but everything not updated or no data hire a best developers simply waste lot's of incorrect information Many policy not available in this application always Need's to go website then why this Fraud application? No support for agent's And Commission details also not available on-time
7 people found this review helpful
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KRISHNENDU NANDY
19 April 2024
Rinn Raksha Policy Certificate Download option need to be active urgently. Apps best option/facilities was download the Rinn Raksha policy certificate, that also hide or withdraw at apps updation. Request to update with policy download facilities first. Regards,
115 people found this review helpful
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