SBI Life Smart Advisor

Sbilife ISG-AAR

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.

Ratings and reviews

1. Add a tab where we can track fund value of each Ulip plan. Our customer ask it and now we are able to track fund value only when premium is due. 2. From page pay premium it is not possible to back to home. We have to re-login, improve it

Worst app in the world ... Too much update and slow for every services ...totaly disappointed..please maintain quickly

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