SBI Life Smart Advisor
3,9star
8,94 hilj. recenzija
500 hilj.+
Preuzimanja
Svako
info
O aplikaciji
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.
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.
Ažurirano dana
Sigurnost počinje razumijevanjem na koji način programeri prikupljaju i dijele vaše podatke. Privatnost podataka i sigurnosne prakse se mogu razlikovati ovisno o korištenju, regiji i dobi. Programer je pružio ove informacije i može ih s vremenom ažurirati.
Podaci se ne dijele s trećim stranama
Saznajte više o načinu na koji programeri pružaju izjavu o dijeljenju
Podaci se ne prikupljaju
Saznajte više o načinu na koji programeri pružaju izjavu o prikupljanju
Ocjene i recenzije
3,9
8,62 hilj. recenzija