KB스마트비서

KB손해보험

About this app

Simple login, smart target/schedule management, easy and fast guarantee analysis, and familiar activity content all with a smartphone!
Easily handle customer registration, subscription work, contract inquiry, shipping, attachment, and financial work!

* “KB Smart Assistant”, the best digital sales support app for KB Insurance
-“Tiring~” Automatically guides today's target/schedule through Push notification. You can see schedule/target/sales/income at a glance on the first login screen.
On the way to work, a consultation schedule with customers is registered in the scheduler, and data on needs ventilation related to cancer insurance required for coverage analysis are transmitted to the customer through SNS.
Prior to meeting the customer, we check the customer's shortage collateral through the guarantee analysis, and sign/receive/contract after solicitation by purchasing the appropriate product.
After searching for nearby customers using location-based services on the way home. Conduct TA and ask hello.
In the late evening, product-related content that was usually curious about is connected to Dream Campus to proceed with the training course, and tomorrow's schedule is checked before going to bed and saved in a memo.

[Key functions of KB Insurance “KB Smart Secretary”]
1.Today's target: Automatically provide product/activity/business/automobile-related targets based on prospects and customers
2. Today's schedule: The function to see at a glance the schedule with customers, company schedule, training schedule, etc. through the monthly calendar
3. Sales/Income: Real-time sales (long-term/car/general), the ability to quickly and easily view the status of income
4. Mentor of the Month: Select your own mentor, compare your progress, and improve your activity.
5. Digital business card: Send digital business card to customers through SNS such as photo business card, vertical business card, and horizontal business card
6. Guaranteed Analysis: A function to check the customer's insurance subscription details and recommend customized products
7. Familiarity/needs ventilation data: A function to send content to customers with greetings, life information, and insurance-related needs
8.Event: Today's Roulette, Today's Quiz to earn points every day
9.Long-term subscription: Inquiry, amendment, and change of the contents of long-term insurance subscription are possible, and a function to send proposals
10.MY Menu: A function that allows you to edit your own menu at will and use it for business

[Other User Guide]
-If the application is forged/modified, or if the smartphone is arbitrarily modified from the time of purchase, the normal service provision will be restricted.