1. 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.
2. To register please use your Agency online id (example IA99999999) & agency online password. - Reports to check Policy List, Policy Details, Customer Details, Renewal Due List ,Maturity List etc. - Links to our website to check NAV, Download Forms etc.
3. 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 .
4. Once data would populate they have to key cheque or draft details and finally click on submit button.
5. We have integrated the payment acknowledgement module in this release of Smart advisor .
6. In case of new business they have simply key the proposal number and cheque details and finally click on synch button.
1. Having all details it always shows u r not authorized user whenever try to register.Unable to sign in using CIF code, always stuck on login pageRediculas app, it never works properly, always login and server issues.
2. I can easily upload any documents inconnection with requirements raised for proposals.A monthly consolidated Renewal list should appear in this app instead of weekly list.Insta piwc can be done easily.It takes time.It is my simplied to finish the verification quickly.
3. If u wanna build app please build it properly otherwise dont use trial and error method, fix the bugs properlyNot properly working...Late processing system.What sort of nonsense app this is, not working from more than 25 days.
4. In all other aspect my view is smart app for smart Advisors.I'm Unable to login in this app on my phone.
5. Please help in this regard.Today I can't login the apps, (captha can't seen and except it we can't login).
6. It is better reduce the frequency of update and give good quality of service.I am LM of Madurai3 Branch.It is very usful App for LMs of Sbilife.
7. The software has been not updated since 08th February 2023.Useless app.
8. Although I'm able to login in others phones.
9. Make this wonderful apps as useless, non supportive, it's harassed to the user.
10. Each 2-3 days sbilife releasing new updates it is ridiculous and irritating.
11. My phone is running the latest version of Android pie.