Siddhi 2.0 6.4

The Siddhi app presents a comprehensive solution for users seeking to streamline their access to various services offered by Tata AIA Life.

Instead of juggling multiple applications, Siddhi consolidates essential features into one user-friendly platform. This integration allows for a seamless experience across related functionalities.

Users can expect real-time insights into critical aspects such as policy information, customer details, commissions, and earnings. The app also facilitates the management of prospective leads, ensuring that both recruitment and customer business processes, including new business and renewals, are efficiently handled.

Additionally, Siddhi empowers advisors by providing the tools needed for generating sales illustrations and organizing daily activities, such as morning huddles and income planning. This holistic approach not only saves time but also enhances productivity within the advisory framework.