SBI Life Smart Advisor

SBI Life Smart Advisor gives insurance advisors instant access to essential business data on their mobile device. Built for SBI Life Insurance professionals, this app streamlines day-to-day operations and helps you track performance, manage client relationships, and process transactions in real time.

Stay on top of your business metrics with a dashboard that displays your month-to-date and year-to-date performance at a glance. Use the integrated planner to organize your client meetings and manage your schedule efficiently. Access detailed reports covering policy lists, customer information, renewal schedules, maturity dates, and more — all the information you need to serve your clients better.

Handle commissions and premium calculations with ease. The app includes a premium calculator and detailed product information so you can quote accurately and answer client questions immediately. Browse NAV updates, download forms, and stay connected to the latest news and updates from SBI Life without leaving the app.

Payment processing is now simplified with the integrated payment acknowledgement module. For renewal premiums, enter the policy number and date of birth to retrieve customer details automatically, then record cheque or draft information and submit. Processing new business is equally straightforward — enter the proposal number, add cheque details, and sync with a single tap.

Log in using your Agency online ID and password to access all features. Whether you're in the office or meeting clients in the field, SBI Life Smart Advisor puts the tools you need within reach. Track your pipeline, monitor your earnings, and complete transactions without delays.

Download SBI Life Smart Advisor today and simplify how you manage your insurance business.