Zhanye Home Software

Zhan Ye Home app is a business development tool software for the insurance industry. It can assist insurance companies, insurance agents and other professionals to carry out customer development work more efficiently, and facilitate business operations such as order management, follow-up and distribution. It has a built-in information library and template library to provide insurance practitioners with a variety of insurance products. Promotional materials to facilitate business promotion and performance improvement.

Software features

1. Directly check the customers and customer details in the area you are responsible for, arrange appointment times according to customer needs, and make appointments for visits at any time;

2. Allow agents to record information in a timely manner through the mobile phone, such as customer needs, opinions, etc., to deepen their understanding of customers;

3. Provides a complete insurance order management process, including order creation, modification, review, return visit and other functions.

Software function

1. It also has data analysis functions to improve the status processing and efficiency of the order process;

2. Agents can divide customers into different categories, such as potential customers, intended customers, and transaction customers;

3. Interaction and collaborative work facilitate collective discussion and discussion of business matters, and enhance the awareness of teamwork.

Software advantages

1. Help agents complete the confirmation operations of each link while visiting customers, and the data can be synchronized to the backend;

2. Record customer needs and opinions, meet customer needs in a timely manner, and improve customer service quality;

3. The orderly order management process facilitates company managers to view and process orders in a timely manner and improves management efficiency.

Software review

1. It has an intuitive and simple operation interface that agents can easily master and use;

2. Achieve rapid screening of target customers, improve marketing effects, and recommend products personalized according to customer needs;

3. Integrate the insurance knowledge base for insurance agents to query and learn at any time to solidify the foundation for understanding insurance products.