Mobile Sales Support
The tool supports seamless integration across mobile and PC platforms, allowing sales personnel to perform business operations through smartphones or computers, enabling policy sales and customer service anytime, anywhere.
Insurance Intermediary Sales Tool
By integrating features such as online insurance product sales, client follow-up, and performance analysis, the tool offers powerful support for insurance intermediaries, enabling sales teams to quickly respond to market demands and optimize customer service experiences.
Core Features
Insurance Product Management and Sales
The system allows intermediaries to flexibly configure and manage various insurance products (such as auto and property insurance) and sell them online via the sales tool. Sales personnel can access, recommend, and sell insurance products that match customer needs anytime, anywhere, and complete policy issuance and transaction processes.
Performance Analysis and Report Management
The system includes a performance analysis module that helps sales teams and managers monitor business progress and individual sales performance in real time. The tool automatically generates sales reports, providing performance rankings and sales statistics.
Client Follow-up and Management
The sales tool integrates Customer Relationship Management (CRM) features, enabling sales personnel to track policy statuses and customer needs in real time.
Real-Time Policy Processing
The tool provides real-time policy processing features, allowing sales personnel to perform policy inquiries, quotations, issuance, and renewals through mobile or PC, ensuring efficiency and timely policy handling.
Marketing and Promotion Support
The sales tool supports the planning and execution of diverse marketing campaigns for insurance intermediaries. Sales personnel can quickly share product offers, promotional events, and marketing content via the tool, attracting potential clients and expanding business reach.
Application Scenarios
Daily Sales Activities of Insurance Intermediaries
Daily Sales Activities of Insurance Intermediaries
This tool helps the sales teams of insurance intermediaries efficiently manage product sales, client follow-ups, order processing, and performance tracking, improving overall sales efficiency and customer satisfaction.
Personalized Client Services
Personalized Client Services
The sales tool generates detailed service records for each client, enabling sales personnel to respond quickly to client needs and provide customized insurance product recommendations and services.
Mobile Sales and Real-Time Operations
Mobile Sales and Real-Time Operations
Whether sales personnel are in the office or working remotely, the sales tool supports insurance product recommendations, policy issuance, and follow-ups through mobile devices, facilitating efficient sales anytime, anywhere.
System Advantages
Automated Policy Creation and Management
The system simplifies policy creation, review, and management processes, allowing sales personnel to quickly complete policy entry and issuance with minimal effort.
Real-Time Data and Performance Feedback
The system provides real-time data and report analysis, helping managers and sales personnel track business progress, customer conversion rates, and sales trends, ensuring teams can optimize their sales strategies based on the data.
Flexible Marketing Support
By supporting various marketing campaign planning and execution, the sales tool helps intermediaries enhance their marketing effectiveness and attract more potential clients.