LinksBee Description
Mobile financial customer extension tool
The sales consultant can generate a compliant smart plan within 3 minutes through the mobile terminal, intelligently synchronize the underwriting and renewal details of the insurance company, automatically calculate multi-level commission bills, and achieve subversive efficiency improvements.
- Pre-sale: The most comprehensive insurance product library/product comparison/automation plan application in Hong Kong and Macau
- Sales: underwriting follow-up/policy inquiry/renewal reminder
- After-sales: performance statistics/referral fee calculation/online insurance knowledge learning/big data analysis of customer intentions
The sales consultant can generate a compliant smart plan within 3 minutes through the mobile terminal, intelligently synchronize the underwriting and renewal details of the insurance company, automatically calculate multi-level commission bills, and achieve subversive efficiency improvements.
- Pre-sale: The most comprehensive insurance product library/product comparison/automation plan application in Hong Kong and Macau
- Sales: underwriting follow-up/policy inquiry/renewal reminder
- After-sales: performance statistics/referral fee calculation/online insurance knowledge learning/big data analysis of customer intentions
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