Service Buddy by ABSLI

ABS LI's Service Buddy: Streamline Your Business with the New Advisor Portal

ABS LI proudly introduces Service Buddy, a revolutionary advisor portal accessible via the ABS LI app. Designed for efficiency, Service Buddy provides partners with the tools to manage their business seamlessly.

Forget complicated logins! Access the portal effortlessly using either a password or one-time password (OTP). The integrated customer portfolio feature lets you view complete policy details and send statements with a single click. Never miss a crucial action again – send payment links, renewal reminders, birthday greetings, and more directly through the app. Sharing documents, including account statements, tax certificates, and premium due certificates, is now simpler than ever. Download Service Buddy today and experience unparalleled convenience in managing your business.

Key Features of Service Buddy:

• Simplified Login: Log in quickly and easily using either a password or OTP.

• Centralized Customer Portfolio: Access all policy details in one convenient location and send statements instantly.

• Actionable Reminders: Stay informed with 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 efficient interactions.

• Boosted Productivity: Powerful features designed to optimize your workflow and increase productivity.

In short, Service Buddy by ABS LI offers a user-friendly interface, streamlined login, comprehensive customer portfolio management, timely reminders, easy document sharing, efficient communication tools, and ultimately, enhanced productivity. Download the app now for a more efficient and convenient business experience.