Sales Assist 3.0
Finance
Only for iPhone
Free · Designed for iPhone. Not verified for macOS.
iPhone
* Anytime, Anywhere, Paperless login
* Ease in customer on-boarding – Complete the entire customer on-boarding in just few minutes from anywhere, without the need to travel back to office for login completion
* Compatible to any IOS device - Now use your personal devices like iPhone
* Offline Capability – After BI generation the entire process can be completed even without internet connectivity
* Alerts and Notifications – Receive alerts and notifications and a quick preview on important actionables like CFRs raised, cheque bounces, completed logins, upcoming renewal, customer and advisor birthdays etc
* Product Basket – Get access to product brochures, presentations, leaflets, videos.etc and move ahead to BI and application form filling directly
* Need Analysis Tools – Make selling a science to recommend a suitable product to the customer with various calculators and Life planner the scientific sales pitch
* Improved issuance TAT – Digital is consistently performing better with the issuance TATs, make the best use of it for faster issuance
* Application Tracker – Get complete status on the applications logged in till the policy document delivery to the customer
* CFR notification and upload – Check for CFR requirements and upload CFR related documents straight from your device
* Dashboard – Get your business related reports and details as summary and details. Search, sort, filter the data based on various parameters
* Manager Login – Login upto ZM level, select a FLS/Sales Manager/Advisor from the hierarchy and login a case as the selected sales person
* News and Updates – Get updated on industry and company specific news and updates
Ratings & Reviews
- This app hasn’t received enough ratings or reviews to display an overview.
Enhancements & Bug fixes
The developer, IndusInd Nippon Life Insurance Company Limited, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .
Data Not Linked to You
The following data may be collected but it is not linked to your identity:
- Location
- Contacts
- User Content
- Identifiers
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Seller
- IndusInd Nippon Life Insurance Company Limited
- Size
- 34.5 MB
- Category
- Finance
- Compatibility
Requires iOS 13.0 or later.
- iPhone
Requires iOS 13.0 or later. - iPod touch
Requires iOS 13.0 or later. - Mac
Requires macOS 11.0 or later and a Mac with Apple M1 chip or later. - Apple Vision
Requires visionOS 1.0 or later.
- iPhone
- Languages
- English
- Age Rating
18+
- 18+
- This app has an age rating of 18+ with content restrictions.
Some content may be rated higher, and may therefore be restricted and managed by the developer through in-app controls. - In-App Controls
Age Assurance
- Copyright
- © 2001 Reliance Nippon Life Insurance Company Limited