AdvisorZone

AdvisorZone is a smartphone application for Thailand KTAXA distributors, supporting all aspects of the sales process and administrative activities. All updated information can be accessed anywhere, anytime.

Key Notes:
Q: Why switch from iConnect Life?
A: AdvisorZone offers an improved user experience with offline functionality and end-to-end processing, from quotation to policy issuance. All KTAXA products are available on the AdvisorZone application.

Q: What's available now? What's next?
Now: Distributors can currently generate quotes and create sales proposals for the iProtect series and all eligible riders.

Next release: The share feature will be introduced, allowing distributors to share generated sales proposals. The first investment product and its related riders will also be added to the application's portfolio.