Guardian Business のアプリ分析 1月4日

Welcome to the Guardian Business App – the smarter, faster, and more reliable way to manage your insurance business with Guardian Life Insurance Limited. Designed exclusively for our sales partner channel, this powerful digital platform brings all your business needs into one app. From managing policies to tracking premiums, from proposal submission to team performance – everything you need to grow your business is now just a tap away. With Guardian Business, you save time, stay informed, and serve clients better – helping you achieve more with less effort. Key Features & Benefits 1. Business View & Details: Get a complete view of your business in one screen – total business, client base, and sales updates. 2. Policy Ledger & Tracking: Access client policies instantly, monitor active, lapsed, and due policies, and follow up with confidence. 3. Proposal Management: Submit proposals digitally, check proposal summaries, and track status in real-time. 4. Team Management: Guide, monitor, and track your sales team’s progress to achieve collective growth. 5. Due & Premium Management: Stay on top of premium dues, collections, and client reminders for timely service. 6. Target vs Achievement: Measure performance against your goals with real-time progress updates. 7. Announcements & Alerts: Get important updates, circulars, and company announcements instantly. 8. Performance Report: Track your personal and team achievements with detailed performance analytics. 9. Learning Management: Access training modules and digital learning to sharpen your skills and grow as a professional. 10. Commission & Incentives: View commission details, track your earnings, and monitor incentive status anytime. 11. Branch Details: Quickly find your branch information, contacts, and support whenever you need. 12. Premium Calculator & Benefits Illustration: Easily calculate premiums, generate benefit illustrations, and present clients with clear financial insights. Who Can Use This App? · Sales Partners of Guardian Life Insurance Limited. · Agents, Advisors, and Business Leaders in Guardian Partner Channels. · Team Managers and Sales Professionals seeking growth and performance insights. Secure & Reliable The app ensures data privacy and security with advanced encryption. Your business and client information always remain safe.