Mobile financial customer extension toolThe sales consultant can generate a compliant smart plan within 3 minutes through the mobile terminal, intelligently synchronize the underwriting and renewal details of the insurance company, automatically calculate multi-level commission bills, and achieve subversive efficiency improvements.- Pre-sale: The most comprehensive insurance product library/product comparison/automation plan application in Hong Kong and Macau- Sales: underwriting follow-up/policy inquiry/renewal reminder- After-sales: performance statistics/referral fee calculation/online insurance knowledge learning/big data analysis of customer intentions
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