SAP Insurance Sales Assistant

SAP Insurance Sales Assistant

iOS iPad Business

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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.

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What's New

User abilities:
• Create or edit customer relationship management (CRM) customer accounts
• Display, create, edit, or delete notes in CRM customer accounts
• Create, edit, or delete attachments in CRM customer accounts

My Workday overview:
• Access submissions list, submission details, quote details

Customer 360 overview:
• List insurance policies, policy details, and contract details
• List previous activities, including preview section
• List submissions, submission details, and quote details
• Display open payment items in addition to open reminders
• View reminders history

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