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.
There are following new features updated in this release
Date of Birth of customer would be auto populated in planner with highlight in the planner date In Maturity report will show data with additional fields with paid and unpaid status of policy. In Maturity report will show data with additional fields with paid and unpaid status of policy.