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Downloads
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About this app
Mobile financial customer development tool
Sales consultants can generate compliance smart plans within 3 minutes through the mobile phone, intelligently synchronize underwriting and renewal details with insurance companies, automatically calculate multi-level commission bills, and achieve disruptive efficiency improvements.
- Pre-sales: The most comprehensive insurance product library/product comparison/automation plan application in Hong Kong and Macau
- On sale: underwriting follow-up/policy inquiry/renewal reminder
- After-sales: performance statistics/introduction fee calculation/online insurance knowledge/big data analysis of customer intentions
Sales consultants can generate compliance smart plans within 3 minutes through the mobile phone, intelligently synchronize underwriting and renewal details with insurance companies, automatically calculate multi-level commission bills, and achieve disruptive efficiency improvements.
- Pre-sales: The most comprehensive insurance product library/product comparison/automation plan application in Hong Kong and Macau
- On sale: underwriting follow-up/policy inquiry/renewal reminder
- After-sales: performance statistics/introduction fee calculation/online insurance knowledge/big data analysis of customer intentions
Updated on
Safety starts with understanding how developers collect and share your data. Data privacy and security practices may vary based on your use, region and age The developer provided this information and may update it over time.
No data shared with third parties
Learn more about how developers declare sharing
This app may collect these data types
Personal info, Financial info and 3 others
Data is encrypted in transit
What's new
1，預售客戶我的下属只可查看
2，計劃書投保人優化
3，其他問題修復與優化
2，計劃書投保人優化
3，其他問題修復與優化