"SBI Life Smart Advisor" is a mobile application designed for SBI Life Insurance Advisors, providing access to crucial business data like policy and customer details, product information, and updates. The app features a dashboard for monitoring business performance, a planner for managing meetings, and comprehensive reports, including policy lists and renewal due lists. Additionally, it offers commission details, a premium calculator, and integrated payment acknowledgement for renewals and new business. Register using your agency online ID and password for full access.
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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.
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.
User reviews
These summaries are automatically generated weekly using AI based on recent user reviews.
Google Play Store does not verify user reviews, so some user reviews may be inaccurate,
spammy, or outdated.
Pros
Useful for life mitras to check fund values and upload documents
Improvement in login process compared to previous versions
Designed for users with basic English knowledge
Cons
Frequent server issues and login problems
Bugs in document uploading and access permissions
Inconsistent updates leading to functionality loss
Very slow performance and app crashes
Lack of data accuracy and outdated information
Most mentioned
App fails to upload documents properly
Server issues causing login failures
Frequent update requests that disrupt usage
Slow loading times and performance problems
Missing or incomplete features like download options
User reviews
This app is very bad, it spoils the image quality and this app is very slow, the pdf upload size should be 5MB, and the image is displayed after a long time of uploading. Request to the developers to fix allthe bugs quickly.