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“答橙计划APP”是为保险从业者、保险金融机构或保险消费者提供综合保险业务相关服务的平台,致力于实现通过科技手段改善保险行业相关人群工作方式,提升业绩的目标。
答橙计划
by Dacheng Technology Co., Ltd.
What is it about?
“答橙计划APP”是为保险从业者、保险金融机构或保险消费者提供综合保险业务相关服务的平台,致力于实现通过科技手段改善保险行业相关人群工作方式,提升业绩的目标。
App Screenshots
App Store Description
“答橙计划APP”是为保险从业者、保险金融机构或保险消费者提供综合保险业务相关服务的平台,致力于实现通过科技手段改善保险行业相关人群工作方式,提升业绩的目标。
-=客户管理=-
全方位记录个人客户信息,信息仅对用户本人开放,保证客户信息私密性;
提供客户生日及保单续期提醒;
-=保单管理=-
管理客户家庭成员,以及家庭保单;
-=活动管理=-
个人用户可以申请加入机构,加入机构后,可以参与所属机构推出的业务活动;
例如:产说会,保单信息或客户信息采集等。
-=绩效管理=-
统计业务员的拜访量(通过完成自建或自动拜访任务后可以增加),并在系统内按月排名,机构行政管理用户可以查询所属机构的业务员用户的拜访绩效。
Disclaimer:
AppAdvice does not own this application and only provides images and links contained in the iTunes Search API, to help our users find the best apps to download. If you are the developer of this app and would like your information removed, please send a request to takedown@appadvice.com and your information will be removed.
AppAdvice does not own this application and only provides images and links contained in the iTunes Search API, to help our users find the best apps to download. If you are the developer of this app and would like your information removed, please send a request to takedown@appadvice.com and your information will be removed.