Niva Bupa UNO

Introducing Niva Bupa UNO, the ultimate app for agents and agency managers looking to streamline their insurance policy sales and agent onboarding process. With integrated access to all NBHI core systems, agents can effortlessly sell policies across multiple platforms. Meanwhile, agency managers can easily onboard new agents with a simple launch process right from the app's home screen. Gain valuable insights by viewing a list of pending onboarding cases and analyzing reasons for delays, such as incomplete documentation or pending verifications. Upload and verify agents' documents directly within the system, and even schedule IC 38 exams for the issuance of fresh agent licenses. Plus, easily add prospective agents and view the agent prospect list for effective follow-ups. Niva Bupa UNO is the game-changing solution you need for seamless insurance management.

Features of Niva Bupa UNO:

❤️ Simplified agent on-boarding: The app allows agency managers to easily launch the process of on-boarding new agents directly from the home screen.

❤️ Streamlined on-boarding process: Agency managers can view a list of pending on-boarding cases and analyze various reasons, such as incomplete documentation or pending verifications, to ensure a smooth agent on-boarding process.

❤️ Document management: Agents can easily upload their documents through the app and have them verified in the system, eliminating the need for manual paperwork.

❤️ Schedule agent licenses: The app enables agency managers to schedule the necessary IC 38 exams for the issuance of fresh agent licenses, ensuring compliance with regulations.

❤️ Prospective agent management: Agency managers can add details of prospective agents through the app, making it convenient to keep track of potential leads. The app also provides a view of the agent prospect list for easy follow-up.

Conclusion:

Niva Bupa UNO is a user-friendly app that revolutionizes the way insurance agents and agency managers operate. With its simplified on-boarding process, streamlined document management, and convenient scheduling of agent licenses, the app empowers agents to sell insurance policies seamlessly across all platforms. Agency managers can efficiently onboard new agents and effortlessly manage the entire process. Experience the convenience and efficiency of Niva Bupa UNO by downloading the app today.