SBI Life Smart Advisor 479

SBI Life Smart Advisor is a mobile application specifically developed to provide SBI Life Insurance Advisors with access to important business data, such as policy and customer details, product and premium details, and news and updates on SBI Life.

To register, please use your Agency Online ID (example: IA99999999) and agency online password.

The application offers many useful features, including:

• A dashboard that provides a summary of your month-to-date and year-to-date business
• A planner to help you manage your meetings
• Reports to easily check policy lists, policy details, customer details, renewal due lists, maturity lists, etc.
• Commission details
• A premium calculator and product details
• Links to our website to check NAV (Net Asset Value), download forms, etc.
• News and updates from SBI Life

In this release of Smart Advisor, we have integrated a payment acknowledgement module. Advisors can select the renewal premium option from the menu, simply enter the policy number and date of birth of the customer, and click the "policy details" button. Once the data populates, they can enter the cheque or draft details and click the "submit" button. For new business, they can simply enter the proposal number and cheque details and click the "sync" button.