DownloadIntroducing ABSLI's Service Buddy: The Streamlined Advisor Portal
ABSLI's new Advisor Portal, Service Buddy, empowers partners with efficient business tools. This app simplifies access with password or OTP login, eliminating complicated procedures. Manage your client portfolio effortlessly, viewing policy details and sending statements with a single click. Stay on top of crucial tasks – send payment links, renewal reminders, and even birthday greetings – all within the app. Sharing documents like account statements, tax certificates, and premium due notices is now incredibly easy. Download Service Buddy today for a more convenient business management experience.
Key Features of Service Buddy:
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Simplified Login: Access the app quickly and easily using either a password or one-time password (OTP).
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Centralized Client Portfolio: View all policy details in one location and send statements instantly.
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Actionable Reminders: Receive payment links, renewal reminders, birthday wishes, and more to ensure you never miss important actions.
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Effortless Document Sharing: Download and share account statements, tax certificates, and premium due certificates with ease.
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Streamlined Communication: Maintain seamless communication with clients for effective and timely interactions.
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Increased Efficiency: Powerful features boost productivity, saving you time and improving workflow.
In short, Service Buddy by ABSLI provides a user-friendly interface with simplified login, comprehensive client portfolio management, timely reminders, easy document sharing, efficient communication tools, and enhanced productivity features. Download the app now for a more streamlined and convenient business experience.
