The insurance expert app is a trade assistant for insurers, and combines numerous services, such as project books, product comparison, and security analysis, providing easy and efficient marketing services for insurance marketing staff. Timely access to information sent by clients and timely responses. Let's download if you need a friend
Insurance specialist software features
1. Real-time alerts, with the home page showing not only the rich service functionality applications, but also the occasional delivery of information such as the product down shelf
2. A rich home page service covering customer management, sharing assistants and needs assessment
3. A wide variety of help desk fields, including open services, to-do sales and to-do consultations
4. There is also an easy and clear programme alert section, and the home page also sets up my schedule section and displays the schedule for the near future
5. Promotion of a wide range of messages, with the information centre providing users with information on the chat room, the insurance policy, the system etc.
6. Clear calendar management presentation page, which presents the daily schedule to users in the form of a calendar view。
Insurance specialist software functionality
1. Add a new calendar immediately by clicking on it when viewing it
2. View the contents of the previous plan and support clicking on other dates to view history while looking at the calendar
3. Timely access to and response to client messages, immediate access to client information and immediate response through instant communication channels
4. Assessing user demand movements, using the needs assessment function in the software to allow immediate measurement of demand movements
5. By comparing different products, access to the product comparison page provides immediate access to the respective advantages of different products
Client information is immediately available and all customer information is available in the client management area。
