This is a mobile app designed for users, such as insurance agents, who have subscribed to and been granted access to the service, to handle sales and business tasks.
It is configured to allow the simultaneous use of design and subscription request workflows linked to the web, as well as customer and schedule information.
Key Features
• Dashboard: Check work status, including today's schedule and memos, at a glance.
• Customer Management: View and manage customer information.
• Schedule Management: Calendar-based schedule management.
• Request Management: Process transaction (request) tasks, such as design and subscription requests.
• Memos: Register and edit memos in various formats, including calls, voice recordings, files, and images; display converted text and user-corrected text.
• Chat: Collaborative communication via 1:1 and group conversations.
• Notices: View notice lists and details (registration and editing are possible depending on permissions).
• Access Permission Guide: The app provides information on permissions required for using features such as the camera, photos, files, and microphone.