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公勝保經eGolden APP服務平台,提供業務員即時查詢受理進度、保單資料、客戶資料、銷售支援

eGolden

by hansung chen

What is it about?

公勝保經eGolden APP服務平台,提供業務員即時查詢受理進度、保單資料、客戶資料、銷售支援...等功能

App Details

Version
1.0.3
Rating
NA
Size
19Mb
Genre
生產力工具
Last updated
July 24, 2019
Release date
July 5, 2019
More info

App Store Description

公勝保經eGolden APP服務平台,提供業務員即時查詢受理進度、保單資料、客戶資料、銷售支援...等功能

受理通知:提供新契約受理進度、保服受理進度及繳費異常狀態
課程通知:提供出席率概況.、課程查詢及報名
客戶通知:提供客戶近期生日、近期增歲、客戶拜訪紀錄等功能
銷售支援:提供商品銷售年期、佣率、各保險公司窗口電話等功能
業績進度:提供每日受理業績概況、競賽業績進度等資訊

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