[Introduction of main functions of Bank Diary]
➤ Customer insurance management and insurance analysis
- A system that allows easy inquiry and analysis of customer's insurance is fully equipped. (Available for inquiry when the customer has designated and agreed to as an expert in charge)
➤ Artificial Intelligence Guaranteed Analysis Program
- Professional financial planning services can be provided to customers by utilizing an accurate and fast guarantee analysis program.
- By comparing in detail before and after insurance remodeling, you can print a stylishly designed insurance analysis report and use it for insurance counseling.
- You can analyze your customer's insurance even in the professional app.
➤ Comparison of car insurance quotes
- By comparing and estimating direct car insurance that is cheaper than general car insurance, you can guide customers to the most advantageous car insurance.
➤ Promote your professional career
- You can save your insurance solicitor registration certificate and professional certifications in the app and present it to customers right away.
- You can promote to customers by uploading photos or videos of your career, qualifications, and sales activities to the app.
➤ Secure the consultation application DB
- Experiences and activities registered in the expert app are promoted in the customer's app, and you can request for consultation at any time.
➤ Non-face-to-face remote consultation service
- You can send a guarantee analysis report to the customer's app in real time without meeting the customer and conduct financial consultation while viewing the screen at the same time.
- You can explain insurance plans, proposals, and consultation materials non-face-to-face.
➤ One-on-one chat consultation
- You can consult with customers who inquire through chat at any time even before a formal consultation request is received.
➤ Various functions for customer management
- Consultation schedule management calendar
- Customer issue notification service (birthday, seniority date, consultation date)
- Automatic text sending service
- Provision of sales forms, market analysis data, insurance information, etc.
- Provide mobile business card template
- Various congratulation mobile card templates provided
✓ If you use the professional bank diary effectively, you can give trust and impression to customers.
[Guidance on using guarantee analysis program]
- You can use the guarantee analysis program on the bank diary expert website.
- The guarantee analysis result screen can be viewed on both the PC and the app.
Bank diary expert website: https://www.bankdiary.co.kr
Service inquiries: email@example.com