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SAP Insurance Sales Assistant

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

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

SAP Insurance Sales Assistant

by SAP SE
SAP Insurance Sales Assistant
SAP Insurance Sales Assistant
SAP Insurance Sales Assistant

What is it about?

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.

SAP Insurance Sales Assistant

App Details

Version
1.1.0
Rating
NA
Size
59Mb
Genre
Business Finance
Last updated
April 23, 2018
Release date
December 8, 2017
More info

App Screenshots

SAP Insurance Sales Assistant screenshot-0
SAP Insurance Sales Assistant screenshot-1
SAP Insurance Sales Assistant screenshot-2
SAP Insurance Sales Assistant screenshot-3
SAP Insurance Sales Assistant screenshot-4

App Store 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.

Disclaimer:
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