SBI Life Smart Advisor
4.1star
8.85ହଟି ସମୀକ୍ଷା
500ହ+
ଡାଉନଲୋଡଗୁଡ଼ିକ
ସମସ୍ତେ
info
ଏହି ଆପ୍ ବିଷୟରେ
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.
ଗତ ଅପଡେଟର ସମୟ
ଡେଭେଲପରମାନେ ଆପଣଙ୍କ ଡାଟାକୁ କିପରି ସଂଗ୍ରହ ଏବଂ ସେୟାର କରନ୍ତି ସେହି ଧାରଣା ସହିତ ସୁରକ୍ଷା ଆରମ୍ଭ ହୁଏ। ଆପଣଙ୍କ ବ୍ୟବହାର, ଅଞ୍ଚଳ ଏବଂ ବୟସ ଆଧାରରେ, ଡାଟା ଗୋପନୀୟତା ଓ ସୁରକ୍ଷା କାର୍ଯ୍ୟପଦ୍ଧତିଗୁଡ଼ିକ ଭିନ୍ନ ହୋଇପାରେ। ଡେଭେଲପର ଏହି ସୂଚନା ପ୍ରଦାନ କରିଛନ୍ତି ଏବଂ ସେ ସମୟାନୁସାରେ ଏହାକୁ ଅପଡେଟ କରିପାରନ୍ତି।
ତୃତୀୟ ପକ୍ଷଗୁଡ଼ିକ ସହ କୌଣସି ଡାଟା ସେୟାର କରାଯାଇନାହିଁ
ଡେଭେଲପରମାନେ କିପରି ସେୟାରିଂର ଘୋଷଣା କରନ୍ତି ସେ ବିଷୟରେ ଅଧିକ ଜାଣନ୍ତୁ
କୌଣସି ଡାଟା ସଂଗ୍ରହ କରାଯାଇନାହିଁ
ଡେଭେଲପରମାନେ କିପରି ସଂଗ୍ରହର ଘୋଷଣା କରନ୍ତି ସେ ବିଷୟରେ ଅଧିକ ଜାଣନ୍ତୁ
ମୂଲ୍ୟାଙ୍କନ ଓ ସମୀକ୍ଷା
4.1
8.52ହଟି ସମୀକ୍ଷା