SBI Life Smart Advisor
Sbilife ISG-AAR
3.4 ★
9K ratings
500,000+
downloads
Free
With this mobile app, users can access policy and customer details, generate reports, and manage meetings. Includes features like premium calculator, news updates, and payment acknowledgment integration.
AppRecs review analysis
AppRecs rating 3.5. Trustworthiness 78 out of 100. Review manipulation risk 37 out of 100. Based on a review sample analyzed.
★★★☆☆
3.5
AppRecs Rating
Ratings breakdown
5 star
43%
4 star
14%
3 star
7%
2 star
7%
1 star
29%
What to know
✓
Credible reviews
78% trustworthiness score from analyzed reviews
✓
Authentic reviews
Natural distribution, no red flags
⚠
High negative review ratio
36% of sampled ratings are 1–2 stars
About SBI Life Smart Advisor
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.
We have integrated the payment acknowledgement module in this release of Smart advisor . Advisor has to select Renewal premium option from the menu they have simply key the policy number and dob of the customer on click button policy details will populate . Once data would populate they have to key cheque or draft details and finally click on submit button. In case of new business they have simply key the proposal number and cheque details and finally click on synch button.
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.
We have integrated the payment acknowledgement module in this release of Smart advisor . Advisor has to select Renewal premium option from the menu they have simply key the policy number and dob of the customer on click button policy details will populate . Once data would populate they have to key cheque or draft details and finally click on submit button. In case of new business they have simply key the proposal number and cheque details and finally click on synch button.
