Service Buddy by ABSLI vs Properpad

Your all-in-one ABSLI platform for efficient customer servicing and sales management. Welcome to ABSLI Service Buddy, your comprehensive platform designed to empower agents and managers in servicing customers effectively. This app streamlines your workflow, providing all the essential tools and insights you need at your fingertips. KEY FEATURES: DASHBOARD -Upon logging in with your company-provided User ID and Password, access a dynamic Home Screen that showcases Total Active Customers, Active Policies, and Persistency metrics. Stay updated with daily top actions, including Policies Due for Renewal, Customer Birthdays, and PASA offers. MY BUSINESS -Commission Overview: View your Fortnightly Commission Statements, along with the Consolidated Commission Statements feature that allows you to track your earnings over a month, quarter, or year. -Potential Earning Statement: Understand your potential earnings based on renewals and fresh premiums collected during a particular fortnight. -Rewards Statement: Monitor your achievements and the rewards received through various contests, including details like Date of Payout, UTR number, and Contest Name & Contest Frequency. MY CUSTOMER -All Customers: Manage your customer portfolio with features like Sort by Issuance Date, Product Type. Access all policy details, renewal due management, and downloadable statements. -Renewal Due: Easily view and manage policies due for renewal, including contacting customers and sending payment links. Effortlessly monitor renewal payments and re-instate lapsed policies. -Reports: Access critical reports, including eNACH details, transaction statuses, accumulated bonuses, and policy dispatch tracking, to enhance your customer interactions. -Recommendations: Explore targeted Up-Sell/Cross-Sell campaigns and relevant PASA offers tailored to your customers. SERVICING -Customer Level Services: Quickly update customer information such as mobile numbers, email IDs, PAN, and addresses with no manual involvement. -Policy Level Services: Execute changes like bank details updates, fund switches, and eNACH registrations instantly. -Document Downloads: Access vital policy-related documents, including Tax Certificates, Policy Contracts, and Premium Receipts, whenever needed. With robust features tailored for both Agents and Managers, ABSLI Service Buddy ensures you can provide exceptional service, manage your portfolio efficiently, and achieve your sales goals. Join us in transforming the way you connect with your customers and drive your success!

Properpad is a private notepad with a lock. Write notes, checklists, to-do lists and memos in seconds. It works offline, shows no ads and needs no account, so your notes stay on your iPhone and iPad. Open the app and start typing. Every note saves as you write. NOTES, CHECKLISTS & MEMOS • Quick notes, long notes, meeting notes, ideas and journal entries • Rich text: headings, bold, italic, underline, strikethrough, quotes, code blocks and links • Text colors, highlight and font sizes • Bulleted and numbered lists • Checklists with progress for to-do lists, shopping lists and packing lists • Tables with a header row and a total row that adds up numbers for you • Add photos from your camera or photo library • Record voice notes inside any note • Autosave, undo and redo, plus word and character count NOTE SKINS Give any note its own page: a soft color, and ruled, grid or dotted lines. Write on a lined notebook page, plan on a grid, or keep it plain. LOCK YOUR NOTES • Lock Properpad with a 4-digit PIN • Unlock with Face ID or Touch ID. Your PIN always works too. • No account, no sign-in and no cloud. Your notes are stored on your device. • No ads and no advertising tracking • Optional crash reports never include what you write, and you can turn them off REMINDERS • Set a reminder on any note: in an hour, later today, tomorrow, next week or a time you choose • Get a notification when it is time ORGANIZE EVERYTHING • Color folders for work, school, personal, projects and travel • Tags to group notes across folders • Pin important notes to the top, or swipe a note to pin it • Archive notes you do not need every day. They stay searchable. • Deleted notes stay in the trash for 30 days, so you can restore them • List or grid view • Duplicate a note to use it as a template FIND ANY NOTE FAST Search titles, note text, checklist items and tags as you type. Type # to see every note with a tag. BACKUP, RESTORE & PDF • Back up all notes, photos and voice notes to one file, and keep it in Files or wherever you like • Restore on a new iPhone. Restoring adds notes and never overwrites the ones you have. • Export any note as a PDF • Share a note as text, or copy it anywhere CALM, READABLE DESIGN • Dark mode, light mode, or follow your system setting • A comfortable serif for your writing and a clear typeface for everything else • Made for iPhone and iPad WHY PROPERPAD • Works offline. Write and read notes without internet. • No ads, no pop-ups • No account or login • Simple, fast and lightweight • Private: your notes stay on your device Properpad is a notepad, notebook and memo pad for anyone who wants simple notes that stay private. Download it and write your first note.