Taixianglu double recording software
1.1.5
1. It is convenient for insurance personnel to realize dual-recording operations on mobile devices, improving the efficiency and accuracy of dual-recording;
2. Insurance personnel can enter and modify insurance products anytime and anywhere through mobile phones or tablets;
3. Insurance personnel can check customer information and follow-up status, proactively contact customers, and provide insurance services.
1. In the information query module, functions such as policy query, feedback and care can be realized;
2. The application uses cloud storage technology, and the data can be updated synchronously anytime and anywhere;
3. Can clearly understand customer information, including policy status, insurance period, compensation status, etc.
1. Adopting a simple and easy-to-use interface design, insurance personnel can easily master the use of each functional module and improve operational efficiency;
2. Use high-strength security encryption technology to protect sensitive information of customers and the company, and ensure the security of insurance personnel information and customer information;
3. It can be used in various electronic devices and can fully meet the work needs of insurance industry personnel.
1. The application double-records customer information into the company's system, allowing insurance personnel to follow up customer information more conveniently;
2. Support functions such as scheduling, reminders and modifications, so that insurance personnel will not miss any important meetings or activities during their busy work;
3. The application can query all the customer's ledger information, allowing insurance personnel to manage customer information more conveniently.
