【實用工具app】SmartAdvisor|最夯免費app-綠色工廠好玩App

Discovery has developed a solution to make it easier for financial advisers to do their business. With a few swipes and taps, the SmartAdvisor app allows financial advisers to effortlessly access their Discovery client portfolio in minutes. ****You need iOS7 or later to use SmartAdvisor.**** Using intelligent integrated database mining and a re-engineered servicing process, advisers can use SmartAdvisor to:View all their clients and their key information- Identify cross-sell opportunities are available for each client- View opportunities for product integration to maximise value for clients- Conduct a medical needs analysis- Compare Discovery Health plan options-- Quoting a prospective applicant looking to join Discovery Health Medical Scheme-- Submit new business applications-- Track your new business applications