B-Connect APP
Key functionalities offered by the App:
Policy Management-
Allows advisors to view their customer policies and related details.
This includes an advanced search facility to track both Life and General insurance policies enabling advisors to be updated with latest policy-related activities of their clients.
Sales performance statistics-
Advisors are provided with individual performance details whereas organizers can view statistics based on their team performance as well.
Other Facilities:
Branch Information
Product/Company portfolios