SanTech is a client servicing application developed specifically for advisers to help them improve productivity and meet sales targets. It uses the device’s internet connection (mobile data) to access client policy information that will better the sales experience for the adviser and the client. It’s available exclusively for Android smartphones and tablets and is for invited users only. Why use SanTech? Easy access to information: SanTech will give you real time access to client policy information. This will assist in the sale of a product to a client, as well as cut down on time spent requesting client information from your local branch office, client care office or the client contact centre. The information available on SanTech includes: * Personal details of the client; * Existing cover for a policyholder; * Outstanding premiums; * Benefits and beneficiaries of a particular policy; and * The EasyPay number applicable to a particular policy.
VERSION HISTORY
- Version N/A posted on 2017-11-17
SanTech V3 - Version 3.1 posted on 2016-11-02
The following features have been added:,* More descriptive error messages.,* You will now be able view your performance on a progress bar that displays the number of policies you have sold in a production month and the commission payable before deductions.
Program Details
- Category: Business > Accounting & Finance
- Publisher: SantechApp
- License: Free
- Price: N/A
- Version: 49
- Platform: android