Service Buddy by ABSLI

ABSLI introduces Service Buddy, its revolutionary advisor portal accessible via the ABSLI app. This powerful toolstreamlines business operations, providing partners with essential functionalities. Forget complex logins – access is now effortless via password or OTP. Manage your client portfolio efficiently, viewing policy details and sending statements with a single click. Never miss a crucial action; Service Buddy facilitates sending payment links, renewal reminders, birthday greetings, and more. Sharing documents like account statements, tax certificates, and premium due certificates is simpler than ever. Download Service Buddy today for unparalleled convenience in managing your business.

Key Features of Service Buddy:

• Simplified Login: Enjoy quick and easy access using either a password or one-time password (OTP).
• Centralized Client Portfolio: View all policy details in one convenient location and send statements instantly.
• Actionable Reminders: Stay informed with automated payment links, renewal reminders, birthday wishes, and other important notifications.
• Effortless Document Sharing: Download and share account statements, tax certificates, and premium due certificates with ease.
• Streamlined Communication: Maintain seamless communication with clients for timely and effective interactions.
• Enhanced Efficiency: Boost productivity with a suite of tools designed to optimize your workflow.

In short, Service Buddy by ABSLI offers a user-friendly experience, combining simplified login, comprehensive client portfolio management, timely reminders, efficient document sharing, effective communication, and enhanced productivity. Download the app now for a more efficient and convenient business management solution.

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