mAgent行動華佗

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mAgent是一款提供給壽險專業顧問的軟體,將客戶資料透過行動平台帶著走,一手掌握自己的行程,隨時了解客戶狀態,不論何時何地,精準回答客戶問題,創造業績的高峰。

行程管理_時間管理的秘訣來自mAgent
利用mAgent有效率地查詢客戶訪談安排,讓您輕鬆管理行程。可利用「生日」、「繳費」以及「訪談」模式,快速抓出需要安排行程的客戶。

客戶管理_mAgent讓您客戶帶著走
支援強大客戶管理系統,讓您幾乎忘記是在手機操作,不但輕易抓住您的客戶,還幫您找到淺在的客群。可針對客戶個人資料、公司資料、家屬資料及訪談紀錄幫您做管理,您同時可透過資料下載功能,下載保單資料及基金資料讓您瀏覽,輕鬆幫您管理客戶資料。

資料下載_帶著mAgent翱翔天際吧
mAgent同時支援多家保險公司保戶資料下載及轉入mAgent行動華佗,讓您省略重新輸入資料的寶貴時間! 透過網路,您的保戶資料隨時跟著您。目前支援:
南山人壽
三商美邦
安聯PDA
幸福人壽
遠雄人壽
超級華佗(SIC)
壽險華佗(PCS)
mAgent is a professional consultant to the insurance software, customer information through mobile platforms move with one hand and grasp your own itinerary, keep abreast of customer status, regardless of when and where, precisely to answer customer questions, creating peak performance.

Time Management Tips for travel management _ from mAgent
Use mAgent customer inquiries efficiently arrange interviews, allows you to easily manage itinerary. Available "birthday", "payment" and "interview" mode, quickly grasping the need to arrange travel customers.

Let your customer account management _mAgent the go
Support powerful customer management system that allows you almost forget the phone to operate, easy to grasp not only your customers, but also to help you find the light in the customer base. Available for customers' personal information, company information, family information and interviews to help you make records management, you also can download through the data, download data and fund information policy allows you to browse easily help you manage customer data.

Download _ with mAgent soar above it
mAgent also supports a number of insurance companies and policyholders data download into mAgent action Hua, let you omit valuable time to re-enter the information! Through the network, your data at any time to follow your policyholders. Currently supports:
Nan Shan Life
MassMutual Mercuries
Allianz PDA
Happy Life
Far Glory Life
Super Hua (SIC)
Hua Life Insurance (PCS)
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What's New

修正客管查詢,選生日年份,在Android 7.x會閃退
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Additional Information

Updated
October 23, 2017
Size
11M
Installs
10,000+
Current Version
7.6
Requires Android
2.3 and up
Content Rating
Everyone
Permissions
Offered By
SOFTBI CORPORATION LIMITED
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