SBI Life SmartAdvisorPlus vs VSCRM AI

SBI Life Smart Advisor is a Mobile Application specifically developed to provide SBI Life Insurance Advisors access to their key business data like Policy & Customer details, Product & Premium details, News & Updates on SBI Life etc. To register please use your Agency online id (example IA99999999) & agency online password. The application have many useful features for you, like : - Dashboard containing summary of your MTD & YTD business - Planner to manage your meetings - Reports to check Policy List, Policy Details, Customer Details, Renewal Due List ,Maturity List etc. - Commission details - Links to our website to check NAV, Download Forms etc. We have integrated the payment acknowledgement module in this release of Smart advisor . Advisor has to select Renewal premium option from the menu they have simply key the policy number and dob of the customer on click button policy details will populate . Once data would populate they have to key cheque or draft details and finally click on submit button. In case of new business they have simply key the proposal number and cheque details and finally click on synch button.

VSCRM AI is a mobile workspace app for managing AI assistants, customer conversations, leads, analytics, knowledge bases, API keys, team members, billing, and integrations — all from your phone. The app helps businesses monitor and manage their AI-powered customer support and sales assistant on the move. Create and configure assistants, review conversations, track visitor activity, manage knowledge base content, test AI responses, view usage analytics, manage team access, and monitor subscription and billing details — anytime, anywhere. KEY FEATURES - Manage AI Assistants & Chatbots Create, configure, and fine-tune your AI chatbot settings directly from your mobile device. - Conversations & Leads View customer conversations and visitor leads in real time, so you never miss an opportunity. - Knowledge Base Management Configure knowledge bases and fallback responses to keep your AI assistant accurate and helpful. - AI Playground & Quality Checks Test AI responses before they go live, ensuring quality and consistency across every conversation. - API Key Management Securely manage API keys for external AI access and integrations. - Analytics & Insights Review detailed analytics, traffic sources, and visitor activity to understand your customers better. - Team Management Manage team members and control module-level permissions for your organization. - Billing & Usage Track credits, usage, and payment history, all in one place. - Website Widget Integration Access integration tools to set up and manage your website chat widget with ease. VSCRM AI is designed for business teams that use AI assistants to support customers, capture leads, and automate website conversations — helping you stay connected to your customers and your business, wherever you are.