1. Users can conveniently manage their customers in the customer management module;
2. You can also view the list of applied policies and premium payment status and other information;
3. Provides a complete sales management process, including first visit, follow-up, appointment and other functions.
1. It can help users clearly record the sales process associated with each customer, making key information clear at a glance;
2. Through the module, users can display products and view product details anytime and anywhere;
3. Provide customers with a comprehensive insurance experience, thereby increasing customers’ willingness to purchase.
1. A more convenient team recruitment process, which not only improves the efficiency of team management, but also allows you to obtain more performance rewards;
2. It also provides a variety of practical auxiliary functions, such as online text messages, phone calls, WeChat and other communication modules;
3. It facilitates users to quickly contact customers and team members within one platform.
1. Convenient sales data reports, promotion materials and other modules allow users to easily manage and improve their exhibition efficiency;
2. As a mobile business development tool developed for small and medium-sized insurance practitioners, our app has been deeply loved by the majority of users;
3. We have been working hard to provide users with better products and bring more value to insurance practitioners.