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SBI Life Smart Advisor 245.0

License: Free ‎File size: 12.58 MB
‎Users Rating: 3.2/5 - ‎9 ‎votes
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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.

VERSION HISTORY

  • Version 245.0 posted on 2020-11-23
  • Version 241.0 posted on 2020-11-02
    We have integrated Covid Self Declaration form in LM Corner.
  • Version 219.0 posted on 2020-08-07
    Incorporated DGH in this build.
  • Version 216.0 posted on 2020-07-04
    integrated PAN and ID Card document upload in to Document Re-Upload menu
  • Version 210.0 posted on 2020-05-18
    Incorporated Short MHR
  • Version 188.0 posted on 2020-01-02
    Digital MHR Notification added.
  • Version 187.0 posted on 2019-12-24
    LM Survey is removed.
  • Version 180.0 posted on 2019-11-19
    We have incorporated Life Mitra Survey.
  • Version 177.0 posted on 2019-10-03
    Incorporated Branchwise SP List and LM COT - TOT report
  • Version 174.0 posted on 2019-09-16
    Incorporated Annuity Plus for Insta PIVC
  • Version 54.0 posted on 2017-01-09
    We have incorporated new Smart Bachat Product in Products and Premium Calculator Section.
  • Version 45.0 posted on 2016-09-23
    We have incorporated KYC document upload module for uploading the requirement documents for specific proposals. Apart from that we have incorporated new feature “Track your Proposal “. Through this feature advisor would track the status of the proposal with reason. Reason will appear in case cancelled proposal cases.

Program Details

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