PHL OneBiz Phu Hung Life is not just an application, but also a useful tool that helps insurance agents optimize their workflows and boost business performance. With PHL OneBiz, every step, from consultation to contract signing, becomes easier and faster than ever before.
Key Features:
Fast Consultation: Analyze financial needs, create illustrations and insurance application files in just minutes. Files are processed and digitally signed directly on your device, allowing you to close deals anytime, anywhere.
Secure and Transparent: Integrated consultation recording function - allowing direct recording or submission of audio files, and eKYC/eSign functionality for identity verification and electronic signing.
Smart Management: All customer information and file information are continuously updated and absolutely secure. You can easily find and nurture customers to build lasting relationships.
Maximum convenience: Use it anytime, anywhere, even without an internet connection thanks to the draft saving feature.
Improved efficiency: Easily access and update incentive programs, helping you seize opportunities to boost sales. A powerful tool to help you master your work, increase your income, and shine on your career path.