In our endeavour to equip our partners with all necessary tools to conduct business efficiently, we are happy to introduce phase-1 of Service Buddy - our All New Advisor Portal. Service Buddy comes with powerful features, including
Easy & Simplified login
i. Now you can login using password or OTP & also save up to 10 User ID's.
Customer portfolio in one view
i. Access details of all policies and send statements in one click.
Don’t miss out on important actions
i. Send Payment links / Reminders for Renewals, Birthday Wishes and more
Download & share with ease
i. Account statement, tax certificate, premium due certificate can now be sent easily
Easy & Simplified login
i. Now you can login using password or OTP & also save up to 10 User ID's.
Customer portfolio in one view
i. Access details of all policies and send statements in one click.
Don’t miss out on important actions
i. Send Payment links / Reminders for Renewals, Birthday Wishes and more
Download & share with ease
i. Account statement, tax certificate, premium due certificate can now be sent easily
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