SIA (Santam Intermediary App)

By Santam on AppTrack Ninja.

SIA

SIA enables intermediaries to better understand the existing and prospective risks of a commercial client. The information collected will not only aid in proactively advising clients but also introduces appropriate steps to minimize the risk of loss. The features available include the: ability to access and record a client’s policy information, aiding in appropriate and accurate risk profiling, with associated risk info through tools such as Google Maps prompting of upfront risk assessments, questionnaires and creating visual records of the risk with associated notes, Auto-generate client ris…

Categories: Productivity, Finance

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