TATA AIA Siddhi

The SIDDHI application presents a comprehensive platform for accessing daily business tools related to Tata AIA Life, streamlining the need to manage multiple login credentials. This app offers users quick and real-time access to vital information, including policy and customer details, product offerings, premiums, commissions, earnings, business dashboards, prospective leads, and updates on learning and development. Its design includes intuitive and highly customizable dashboards that facilitate effective tracking of individual or team business growth and progress.

The capabilities of the app extend to generating simplified reports that are not only easy to comprehend but are also tailored to user-specific needs. Users can swiftly access critical information from the Policy Admin System, underwriting processes, and key performance indicators related to business performance in real-time. The ability to view policy and agent-related information while tracking pending actions on sourced policies enhances operational efficiency. The option to share digital profiles with customers through platforms like WhatsApp, SMS, or email streamlines communication by allowing users to upload photos, qualifications, and certifications effortlessly.

Furthermore, SIDDHI leverages the power of Microsoft BI for producing insightful and visually appealing reports and dashboards that enhance decision-making. Customer onboarding is designed to be a smooth and seamless experience. The process encompasses creating leads for new customers through application form completion, document uploads, premium payments, renewal setups, medical arrangements, and effective resolution of any pending issues.