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内部员工使用展业工具:

保险云助理

by 中融慧金(北京)保险代理有限公司

What is it about?

内部员工使用展业工具:

App Details

Version
1.1.4
Rating
(10)
Size
52Mb
Genre
工具
Last updated
January 22, 2024
Release date
August 21, 2019
More info

App Store Description

内部员工使用展业工具:
【核心功能】
计划书管理:保费试算、投保须知展示、计划书制作及计划书分享。
续期管理:续期清单、续期提醒。
佣金管理:业绩查询、薪资查询。
客户管理:客户生日提醒、客户保单状态管理。

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