Introducing Service Buddy by ABSLI, the ultimate tool for our partners to conduct business efficiently. With the all-new Advisor Portal, phase-1 of Service Buddy comes packed with powerful features that will make your life easier. Say goodbye to complicated login procedures - now you can login using either a password or OTP, and even save up to 10 User IDs for quick access. Accessing customer portfolios has never been easier - with just one click, you can view details of all policies and send statements instantly. Stay on top of important actions by sending payment links, reminders for renewals, birthday wishes, and more. And when it comes to sharing important documents, Service Buddy has you covered - easily send account statements, tax certificates, and premium due certificates with just a few clicks. Say hello to simplicity and efficiency with Service Buddy by ABSLI!
Features of Service Buddy by ABSLI:
- Easy & Simplified login: The App allows users to log in easily using either a password or OTP. Additionally, it also provides the convenience of saving up to 10 User IDs for quick access.
- Customer portfolio in one view: Users can access all the details of their policies and easily send statements with just one click. This feature provides a comprehensive overview of their insurance portfolio.
- Don't miss out on important actions: The App enables users to send payment links, reminders for renewals, birthday wishes, and more. This feature ensures that users stay updated and never miss any important deadlines or opportunities.
- Download & share with ease: Users can now easily download and share important documents such as account statements, tax certificates, and premium due certificates. This convenient feature saves time and effort by eliminating the need for manual paperwork.
- Personalized notifications: The App notifies users about upcoming premium payments, policy updates, and other important information related to their insurance policies. This helps users stay informed and take timely action.
- User-friendly interface: The App's interface is designed to be intuitive and user-friendly, making it easy for users to navigate through different sections and access the desired features effortlessly.
Conclusion:
Service Buddy by ABSLI App is an essential tool for insurance advisors and policyholders. With its easy and simplified login process, comprehensive customer portfolio view, and features like payment reminders and document sharing, it streamlines the insurance management process. The user-friendly interface and personalized notifications make it a must-have app for anyone looking to efficiently manage their insurance policies. Download it now to experience the convenience and power of this all-in-one advisor portal.
