Activity Planner

Activity Management APP - a tool to enhance insurance agents’ productivity.

Through the APP, you can schedule your daily tasks through our built-in calendar. A push notification would be sent out to remind you for important meetings. You can message or call your clients directly through the APP (if you import your contact list). Besides, after you submit the monthly targets and your daily works to our BI system, we will generate a report to you bases on the Asian’s Best Practice (with 60 years’ experience in Insurance industry),to let you know your weaknesses and recommend you a solution for a better performance.

Apart from the personal performance, if you are a team leader, you can read the performance of EACH of your team member as well as the performance of the whole team, data includes:

1) FYC
2) Average FYC
3) Number of Customers
4) Number of Policy
5) Conversion rate of each activity in the sales loop