Smart Advisor Desktop April 2018 Introduction Smart Advisor

Smart Advisor Desktop April 2018

Introduction Smart Advisor Desktop is the revamped version of the Smart Advisor + application with the following salient features: - ØEnhanced Look and Feel. ØUser friendly Design. ØSmart Navigation. ØAdditional Features.

Registratio n • On the Registration Page the user has to enter necessary detail.

Login • On the Login Page the user has to select OPS login and enter user Id and PIN and click on Login button.

Home (Login As a OPS) Home Page of OPS login includes Renewals(1 st screen). You can view by clicking Renewals

Renewal Due List To go Renewal Due List. Click on Policy Servicing.

Renewal Due List Now click on Renewal Due List.

Renewal Due List Following screen appears by clicking Renewal Due List from the previous screen. - Select date range, channel type and branch code and click of OK button to get the Renewal Due List (next screen).

• Select Disposition from the drop down menu and sub disposition. Following pop-up of Renewal Remarks will appear on the screen.

SBI Life Remark • Click on SBI Life Remark of any Policy. Following pop-up will be visible.

• After clicking on SBI Life Remarks of any Policy. Following pop-up will be visible.

Call Center Remark • Click on Call Center Remark of any Policy.

Call Center Remark • After clicking on Call Center Remark following pop-up will be visible.

• On click of Policy Number following Policy details pop-up will be visible.

• On click of Policy Number following Policy details pop-up will be visible.

• Policy Number will blink when any of the contact number(Mobile, Residence, office) is not present. As shown in the following screen.

Filter You can filter report by Premium Amount , RRB.

Filter Amount range for filtering shown in below screen.

Filter RRB Bank shown in below screen.

Search by Policy Number You can search report by entering policy number(Marked in screen).

Search by Policy Number Searched Policy Number report displayed in following screen.

Sort To Sort report Click on Title. E. g. Policy Number

Sort Report after sorting.

Persistency To go Persistency. Click on Policy Servicing.

Persistency Now click on Persistency.

• After clicking on Persistency following screen appears. Enter Inputs to get Report.

Dashboard To go Dash. Board. Click on Policy Servicing.

Dash. Board Now click on Dash. Board.

Dash. Board After clicking Dashboard following screen appears.

Dash. Board Click OK to get Summary.

Rinn Raksha Due List To go Rinn Raksha Due List. Click on Policy Servicing.

Rinn Raksha Due List Now click on Rinn Raksha Due List.

Rinn Raksha Due List After clicking Rinn Raksha Due List following screen appears.

Rinn Raksha Due List Now click Ok to get Rinn Raksha Due List Report.

Revival To go Revival. Click on Policy Servicing.

Revival Now click on Revival.

Revival After clicking Revival following screen appears.

Revival Now click Ok to get Revival Report.

Revival Quotation Click Revival Quoatation.

Revival Quotation Revival Quoatation displayed in below screen.

Revival Quotation Revival Quoatation displayed in below screen.

Send SMS To Send SMS click Via SMS

Maturity To go Maturity. Click on Claims.

Maturity Now click on Maturity

Maturity After clicking Maturity following screen appears.

Maturity Now click Ok to get Maturity Report.

SB Due List To go SB Due List. Click on Claims.

SB Due List Now click on SB Due List

SB Due List After clicking SB Due List following screen appears.

SB Due List Now click Ok to get SB Due List Report.

Requirement Upload Click on Requirement Upload.

Requirement Upload Enter Proposal Number to Proceed.

Upload the Document as per Requirement.