Service Buddy by ABSLI

iPhone / Productivité

Your all-in-one ABSLI platform for efficient customer servicing and sales management.


Welcome to ABSLI Service Buddy, your comprehensive platform designed to empower agents and managers in servicing customers effectively. This app streamlines your workflow, providing all the essential tools and insights you need at your fingertips.

KEY FEATURES:

DASHBOARD

-Upon logging in with your company-provided User ID and Password, access a dynamic Home Screen that showcases Total Active Customers, Active Policies, and Persistency metrics. Stay updated with daily top actions, including Policies Due for Renewal, Customer Birthdays, and PASA offers.

MY BUSINESS

-Commission Overview: View your Fortnightly Commission Statements, along with the Consolidated Commission Statements feature that allows you to track your earnings over a month, quarter, or year.
-Potential Earning Statement: Understand your potential earnings based on renewals and fresh premiums collected during a particular fortnight.
-Rewards Statement: Monitor your achievements and the rewards received through various contests, including details like Date of Payout, UTR number, and Contest Name & Contest Frequency.

MY CUSTOMER

-All Customers: Manage your customer portfolio with features like Sort by Issuance Date, Product Type. Access all policy details, renewal due management, and downloadable statements.
-Renewal Due: Easily view and manage policies due for renewal, including contacting customers and sending payment links. Effortlessly monitor renewal payments and re-instate lapsed policies.
-Reports: Access critical reports, including eNACH details, transaction statuses, accumulated bonuses, and policy dispatch tracking, to enhance your customer interactions.
-Recommendations: Explore targeted Up-Sell/Cross-Sell campaigns and relevant PASA offers tailored to your customers.

SERVICING

-Customer Level Services: Quickly update customer information such as mobile numbers, email IDs, PAN, and addresses with no manual involvement.
-Policy Level Services: Execute changes like bank details updates, fund switches, and eNACH registrations instantly.
-Document Downloads: Access vital policy-related documents, including Tax Certificates, Policy Contracts, and Premium Receipts, whenever needed.


With robust features tailored for both Agents and Managers, ABSLI Service Buddy ensures you can provide exceptional service, manage your portfolio efficiently, and achieve your sales goals. Join us in transforming the way you connect with your customers and drive your success!

Quoi de neuf dans la dernière version ?

improvements to customer support experience