About 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 IOS device - Now use your personal devices like iPhone
* 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
* News and Updates – Get updated on industry and company specific news and updates
* 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 IOS device - Now use your personal devices like iPhone
* 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
* News and Updates – Get updated on industry and company specific news and updates
