Santech
iOS Universel / Economie et entreprise
SanTech is a client servicing application developed specifically for advisers to help them improve productivity and meet sales targets. It uses the device’s internet connection (mobile data) to access client policy information that will better the sales experience for the adviser and the client.
Why use SanTech?
Easy access to information:
SanTech will give you real time access to client policy information. This will assist in the sale of a product to a client, as well as cut down on time spent requesting client information from your local branch office, client care office or the client contact centre. The information available on SanTech includes:
* Personal details of the client;
* Existing cover for a policyholder;
* Outstanding premiums;
* Benefits and beneficiaries of a particular policy; and
* The EasyPay number applicable to a particular policy.
Please note that data charges will apply when using the application.
Quoi de neuf dans la dernière version ?
We update Santech as often as possible to give you the best experience and features to simplify things for you
when using the application. This update has the below features and fixes
- TT1
- Login Issues.
- Optimized performance
- Offline Mode
Please feel free to rate the app and give feedback on your experience.
