Used SAP Insurance Sales Assistant for iOS? Share your experience and help other users.
Developer’s Description
With the SAP Insurance Sales Assistant mobile app for iPad, you can sell more, service your customers better, and manage your sales activities like appointments, tasks, and applications on the go. This app is optimized for customer installations based on SAP Best Practices for Insurance 3.0, available in SAP Cloud Appliance Library.
Key features of SAP Insurance Sales Assistant for iPad
Keep track of the onboarding process
View sales assistants' activities, such as sales KPIs, upcoming appointments, open tasks, and upcoming customer birthdays
Access submissions list, submission details, and quote details
Get a customer 360-degree overview with detailed information, such as customer contact details, upcoming appointments, open tasks, pending submissions, customer insurance policies, open reminders, and attachments
Create, change, or delete customers, appointments, notes, attachments, or tasks
Note: To use SAP Insurance Sales Assistant with your business data, you must be a user of SAP Best Practices for Insurance 3.0 for SAP S/4HANA, with mobile services enabled by your IT department.
Used SAP Insurance Sales Assistant for iOS? Share your experience and help other users.
