eAdvisor for Android

Quick summary

Softlogic Life — eAdvisor is a tablet app built for life insurance advisors who need mobile access to client and policy information. The application centralizes policy data, documents and transactional tools in a straightforward touch interface so advisors can work from the office, the field, or at home.

Core functions

• Create and submit in-tablet proposals and issue insurance on the spot.
• Make premium payments whenever needed through the app.
• Lodge hospitalization or medical claims directly from the tablet.
• Examine policy specifics, including benefits, commencement date, payment frequency, term length, and policy classification.
• Retrieve personal account details for customers and advisors.
• Contact the company or send feedback and suggestions without leaving the application.

Policy details you can view

• Policy benefits and associated coverages.
• Policy start/commencement date.
• The selected premium payment mode (monthly, annual, etc.).
• Policy duration and term information.
• The specific policy type or product name.

Documents you can request

• Embassy letters and travel-related authorizations.
• Bonus statements and allocation summaries.
• Surrender value certificates for early exit calculations.
• Tax-related letters and documentation.
• Historical payment records.
• Premium breakdowns and summary reports.

Communication, customization and support

Softlogic Life — eAdvisor includes tools to share feedback with the insurer and to store company contact details for fast support. The interface is designed to be configurable for advisors, letting you tailor the workflow and quick-access screens to your selling style.

Why advisors find it useful

• Consolidates client profiles, policies and paperwork in one device.
• Enables transactions and claim submissions while meeting clients in person.
• Reduces paperwork by delivering digital documents on demand.
• Speeds up proposal submission and policy issuance at the point of sale.
• Simplifies follow-up with stored company contacts and direct feedback channels.

Recommended alternative

BombSquad (Free) is suggested as an alternative for advisors seeking a no-cost option with complementary feature sets.