Do it all in one place - download SIDDHI and get access to day-to- day Tata AIA Life business Apps without the need to remember multiple login credentials. This app will provide quick & real-time information on Policy & Customer details, Product, Premium, Commission & Earnings, Business Dashboards, Prospective leads, Learning & Development, News & Updates and much more. The intuitive, highly customisable dashboards and reports also help you to keep a track of your or your team’s business growth and progress and manage them better.
One app, many possibilities.
Reports & Information –
Get simplified reports which are easy to comprehend and tailored to your needs. Get quick and easy access to Policy Admin System, Underwriting & Business performance related KPI in real time. You can easily view your policy/agent related information. Further, you can see pending against policies sourced. Share your digital profile with customers using Whatsapp, SMS, Mail, upload photo, qualification, and certification without any hassle. Utilize the Power of Microsoft BI application to produce insightful and visually appealing reports and dashboards.
Customer Onboarding –
Welcome your customer onboarding in a smooth, seamless and effortless process! Create leads to onboard new customers by filling application form, upload documents, payment of premium, renewal setup, setting up medicals and ensuring efficient handling of any pending issues.