보험설계사 고객관리

Tapp

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About this app

Key information (name, phone number, email) is encrypted and stored.

The following features are provided for insurance planners:
- Customer Management
Manage new, existing, growing, promising, and lapsed customers
Identify nearby customers using customer addresses

- Anniversary Management
Manage birthdays, wedding anniversaries, etc.

- Schedule Management
Manage insurance planners' schedules

- Consultation Management
Manage consultation schedules

Other features include family information, disease management, and insurance management.