EzSub is a robust and simple-to-use app designed for financial adviser representatives selling Singlife’s products. This comprehensive end-to-end mobile application makes it easy and effective for you to do business with your customers – prospects and existing clients.
You can complete and submit your clients’ product application forms quickly and conveniently through your iPad – anytime, anywhere!
Key features:
- Easy submission of your client application forms via the app without the need for hard copies
- Personalised dashboard overview of your existing clients’ cases
- Friendly interface for client case management with easy-to-use document submission feature on-the-go
- Comprehensive features for uploading images of necessary receipts/documents electronically, either via the camera tool or from gallery
- Safer handling of sensitive customer documents without the need to carry around hard copies
Requirements for use:
- Apple iPad with iOS 11.0 (or higher) installed
- WIFI or 3G/4G/5G data connection
- Only advisers who are existing users of the Singlife Online portal are able to log in and use this app