Service Buddy by ABSLI 1.10

ABSLI Service Buddy is a platform tailored to enhance the efficiency of agents and managers in servicing their customers. This application provides a streamlined workflow, making essential tools and insights readily accessible.

Key Features:

• Dashboard
  • Upon logging in with your company credentials, users can access a dynamic Home Screen displaying Total Active Customers, Active Policies, and Persistency metrics. The dashboard also highlights daily actions, such as Policies Due for Renewal, Customer Birthdays, and relevant offers.
• My Business
  • Commission Overview: Review Fortnightly Commission Statements alongside a consolidated report to track earnings over different periods.
  • Potential Earning Statement: Assess potential earnings from renewals and new premiums collected within a fortnight.
  • Rewards Statement: Monitor achievements and rewards received through various contests, complete with details like Date of Payout and Contest Information.
• My Customer
  • All Customers: Manage your portfolio with sorting options by Issuance Date and Product Type. Access comprehensive policy details and renewal management tools.
  • Renewal Due: Streamline the management of policies due for renewal, including customer outreach and payment link distribution.
  • Reports: Obtain critical reports such as eNACH details and transaction statuses to enrich customer interactions.
  • Recommendations: Discover targeted Up-Sell/Cross-Sell campaigns along with personalized offers aimed at enhancing customer engagement.
• Servicing
  • Customer Level Services: Update customer information like mobile numbers and addresses efficiently with minimal manual involvement.
  • Policy Level Services: Execute policy updates such as bank detail changes or fund switches promptly.
  • Document Downloads: Access important policy documents including Tax Certificates and Premium Receipts on demand.

The comprehensive feature set of ABSLI Service Buddy is designed for both agents and managers, enabling exceptional service delivery, efficient portfolio management, and the attainment of sales objectives. This platform seeks to transform customer interactions positively.