Sales Assist 3.0

Features Sales Assist 3.0

* Anytime, Anywhere, Paperless login* Ease in customer on-boarding – Complete the entire customer on-boarding in just few minutes from anywhere, without the need to travel back to office for login completion* Compatible to any Android device - Now use your personal devices like Android mobile or Android tablet.
* Offline Capability – After BI generation the entire process can be completed even without internet connectivity* Alerts and Notifications – Receive alerts and notifications and a quick preview on important actionables like CFRs raised, cheque bounces, completed logins, upcoming renewal, customer and advisor birthdays etc* Product Basket – Get access to product brochures, presentations, leaflets, videos.etc and move ahead to BI and application form filling directly * Need Analysis Tools – Make selling a science to recommend a suitable product to the customer with various calculators and Life planner the scientific sales pitch* Improved issuance TAT – Digital is consistently performing better with the issuance TATs, make the best use of it for faster issuance* Application Tracker – Get complete status on the applications logged in till the policy document delivery to the customer * CFR notification and upload – Check for CFR requirements and upload CFR related documents straight from your device* Dashboard – Get your business related reports and details as summary and details.
Search, sort, filter the data based on various parameters* Manager Login – Login upto ZM level, select a FLS/Sales Manager/Advisor from the hierarchy and login a case as the selected sales person* Split payment - Split the premium into multiple payments of Cheque/DD/Cash * Send link to customer – Send a link for premium payment to the customer mail ID and the customer can make online payment from his own device* News and Updates – Get updated on industry and company specific news and updates