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【商机挖掘】计划书轨迹实时追踪,客户行为及投保倾向智能分析,促成就在指尖;

保险方案定制-展业神器

by Zhong Ping

What is it about?

【商机挖掘】计划书轨迹实时追踪,客户行为及投保倾向智能分析,促成就在指尖;

App Details

Version
3.4.7
Rating
NA
Size
35Mb
Genre
工具程式
Last updated
July 4, 2019
Release date
March 11, 2019
More info

App Screenshots

App Store Description

【商机挖掘】计划书轨迹实时追踪,客户行为及投保倾向智能分析,促成就在指尖;
【专业计划书】页面精致,利益秒懂,5秒制作,一键发送,沟通签单无障碍;
【业务看板】首页聚焦展业管理,商机、热销、私人活动量,尽收眼底;
【智能活动量】拒绝低效日志,展业活动量自动记录,从不遗漏,方便自我检视;
【海量产品库】有你没想到,没我做不到,数千款保险产品任你找;
【同业速查】别家热销产品没听过?这里通通有,窥探同业竞品小case;
【产品百科】产品卖点零距离透视,条款艰涩不是问题,只要你会看图看故事;
【测算保费】随手就能改方案,算保费,近距离拿下客户so easy;
【官方彩页】全宇宙独一份,找不出第二家,再不用掏钱买彩页了;
【客户档案】给客户361度做CT,图文并茂有声音,能签多大单心中有数。

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