企業家 Description
Mobile financial customer development tool
Sales consultants can generate compliance smart plans within 3 minutes through the mobile phone, intelligently synchronize underwriting and renewal details with insurance companies, automatically calculate multi-level commission bills, and achieve disruptive efficiency improvements.
- Pre-sales: The most comprehensive insurance product library/product comparison/automation plan application in Hong Kong and Macau
- On sale: underwriting follow-up/policy inquiry/renewal reminder
- After-sales: performance statistics/introduction fee calculation/online insurance knowledge/big data analysis of customer intentions
Sales consultants can generate compliance smart plans within 3 minutes through the mobile phone, intelligently synchronize underwriting and renewal details with insurance companies, automatically calculate multi-level commission bills, and achieve disruptive efficiency improvements.
- Pre-sales: The most comprehensive insurance product library/product comparison/automation plan application in Hong Kong and Macau
- On sale: underwriting follow-up/policy inquiry/renewal reminder
- After-sales: performance statistics/introduction fee calculation/online insurance knowledge/big data analysis of customer intentions
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