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保代帮—保险代理人展业神器!专业、便捷、成单必备!

保代帮-保险代理人展业神器

by 北京恒荣汇彬保险代理股份有限公司

What is it about?

保代帮—保险代理人展业神器!专业、便捷、成单必备!

App Details

Version
6.7.9
Rating
(34)
Size
111Mb
Genre
工具
Last updated
August 1, 2024
Release date
January 11, 2017
More info

App Screenshots

App Store Description

保代帮—保险代理人展业神器!专业、便捷、成单必备!
更专业、更效率、让客户更信任!

【快速投保】:
专属计划书一键生成,计划书图文并茂,展现专业风采,促成线下签单;
在线出单支持,精选主流经代渠道,通过保代帮进行线下产品线上出单,省时又省力!

【展业中心】:
行业文章、展业技巧、培训课件、合规政策,各类专业技巧干货十足;
巩固专业知识、快速入职检测,时时刻刻快人一步!

【保单托管】: 
个人客户信息、历史计划书情况,清晰明了尽在掌握;
节假日提醒、生日祝福,客户关怀自动提醒,与客户贴合更紧密!

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