Singlife Financial Advisers eFNA is a robust and easy-to-use app designed for our financial adviser representatives to sell products from Singlife and other insurers.
This comprehensive end-to-end iPad application makes it easy and effective for advisers to conduct proper fact-find with customers, upload supporting documents, submit them for manager’s review, and submit proposals directly to Singlife’s backend systems for processing.
Key features:
1. Easy submission of fact find form via the app without the need for hard copies
2. Personalised dashboard overview of your existing customer cases
3. User-friendly interface for customer case management with on-the-go document submission feature
4. Comprehensive features for uploading images of supporting documents electronically, either via the camera tool or from phone gallery
5. Advocates safe handling of customer information
6. Requirements for use:
a. Apple iPad with iOS 11.0 (or higher) installed
b. WIFI or 3G/4G data connection
c. Only advisers and managers who are existing users of the Singlife Online portal can log in and use this app.