Sales Assist 3.0 1.1.309

The platform offers a range of features designed to enhance user experience and streamline processes.

• Paperless Login: Users can access their accounts anytime and anywhere without the need for physical documents.
• Customer Onboarding: The onboarding process can be completed in just a few minutes, eliminating the requirement for users to return to the office for completion.
• Device Compatibility: The application supports any Android device, allowing users to utilize their personal mobile phones or tablets.
• Offline Capability: After generating a Business Intelligence report, users can complete tasks without an internet connection.
• Alerts and Notifications: Automated alerts provide quick updates on key tasks such as Customer Feedback Reports (CFRs), cheque bounces, completed logins, renewals, and important dates like customer and advisor birthdays.
• Product Access: Users have immediate access to product materials such as brochures, presentations, and videos, facilitating direct progression to Business Intelligence and application form submission.
• Need Analysis Tools: A variety of calculators and planning tools assist sales representatives in recommending suitable products scientifically.
• Improved Issuance Turnaround Time (TAT): The digital platform has demonstrated enhanced performance in issuance TATs, enabling quicker processing times.
• Application Tracker: Users can monitor the status of applications from submission through to policy document delivery.
• CFR Notification and Upload: CFR requirements can be checked and related documents uploaded directly from mobile devices.
• Dashboard: A comprehensive dashboard provides business-related reports and allows users to search, sort, and filter data based on various criteria.
• Manager Login: Managers have login capabilities up to the Zonal Manager level, allowing them to select a sales personnel from the hierarchy to log a case on behalf of that individual.
• Split Payment Options: Premium payments can be divided into multiple transactions via cheque, demand draft, or cash.
• Payment Link Provision: Users may send payment links directly to customers' email addresses for convenient online payment processing.
• News and Updates: The platform keeps users informed about industry developments and company-specific news.