픽앤플래너 - 설계사용앱

PRIME ASSET

About this app

No more looking for customers.
At Pick and Planner, customers are looking for you.

● Suggest a product
- No more looking for customers. Check the products requested by customers connected through the algorithm of Pick & Planner and make product suggestions!
- Alternatively, you can proceed with the conclusion of a contract through chat consultation with a customer who wants to sign up for the product right away.


● Consult with an insurance expert
- With the chat service provided by Pick & Planner, you can consult with customers as much as you like and sign contracts through consultation!

● Insurance & Answer
- See and answer customer questions in Insurance & Answer! You can connect with your customers through the answers I've given you.
- You can be promoted to a regular member based on the number of likes your answer received from customers.

● User Guide
- The Pick & Planner app can only be used by designers belonging to Prime Asset.
- If you want to use Pick and Planner, apply now as a prime asset designer!
(https://primeasset.kr)

● Authorization information for service use
- Required: None
- select
Camera: Take pictures while chatting
Storage space: Used to store photos and proposals when chatting

● Customer Support
- Introduction of pick and planner service: https://primeasset.kr/?page_id=21496
- Inquiries about pick and planner related services: [e-mail]

● Things to know
- The app is operated by the insurance agency "Prime Asset".