You are using an outdated browser. Please
upgrade your browser to improve your experience.
【客户管理】供保险从业人员管理自己跟进的企业客户信息
极安保险
by 北京星度网络科技有限公司
What is it about?
【客户管理】供保险从业人员管理自己跟进的企业客户信息
App Store Description
【客户管理】供保险从业人员管理自己跟进的企业客户信息
【客户拜访】供保险从业人员记录自己跟进的企业客户拜访情况，包括拜访的时间、地点、沟通经过、企业意向等
【保前评估】供保险从业人员对自己跟进的企业客户，在客户决定投保之前收起企业相关信息
【保费试算】供保险从业人员对自己跟进的企业客户，根据企业实际情况和保险产品设置收集相关信息，测算保费之用
【企业服务】供保险从业人员为自己跟进的企业客户向使用“极安专家”的专家提出服务邀请之用
【服务提示】供保险从业人员向自己跟进的企业客户发送服务性内容，主要为气候异常、事故案例等信息
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.
