开发人员: | Sbilife ISG-AAR (4) | ||
价格: | 免费 | ||
排名: | 0 | ||
评价: | 0 我要评价 | ||
列表: | 0 + 0 | ||
积分: | 4 + 8,846 ¡ | ||
积分 + 1 |
说明
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.
查看更多 ↓ 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.
新版变化
- 版本: 406
- 已更新:
价格
- 今天: 免费
- 最小值: 免费
- 最大值: 免费
可选
开发人员
- Sbilife ISG-AAR
- 平台: Android 应用 (4)
- 列表: 0 + 0
- 积分: 6 + 14,071 ¡
- 排名: 0
- 评价: 0
- 折扣: 0
- 视频: 0
- RSS: 订阅
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其他信息
- 类别:
Android 应用
›财务
- 操作系统:
Android 4.4 及更高版本
- 大小:
19 Mb
- 内容分级:
Everyone
- Google Play 评分:
4.1
(8,846) - 已更新:
- 发布日期:
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