Baoyitou

Baoyitu is an insurance agency software with comprehensive functions, easy operation, safe and reliable, and is suitable for the majority of insurance agents to carry out daily business management and customer service work.

Main functions

Online insurance: Supports online insurance quotations for non-auto insurance, life insurance and auto insurance, allowing agents to provide customers with convenient insurance services anytime and anywhere.

Plan production: Provides a plan production function. Agents can create personalized insurance plans according to customer needs, and demonstrate and share them to help customers better understand insurance products and choose a protection plan that suits them.

Customer management: It has all-round customer management functions, including customer information entry, query, update, etc. It also supports 360-degree customer analysis to help agents better understand customer needs and formulate targeted sales strategies.

Growth system and polite sharing: According to the agent’s level, each order can receive corresponding level rewards. In addition, through invitation and sharing functions, both parties can receive rewards, helping to expand the business network.

Policy management: Agents can view and manage their own policies, including policy details, status updates, etc.

Business card management: Supports editing and modifying business card information, and scanning QR codes to identify customer business cards, making it easy to quickly establish customer contact.

Product filtering and browsing: The product center has set up a variety of filter columns and conditions, which can filter insurance products according to categories, promotion fees, hot sales or new products, helping agents quickly find products suitable for customers.

FAQ

Possible reasons: out-of-date software version, network delay, insufficient device performance, etc.

Solution: Try to update the software to the latest version and ensure a stable network connection; if the device performance is insufficient, try closing other resource-consuming programs or upgrading the device hardware.

Interface operation is not intuitive

Solution: Be familiar with the software interface layout and check the software usage guide or tutorial; if the interface design is indeed unintuitive, you can provide feedback to customer service to suggest improvements.

1: Brand new interface, refreshing, simple and efficient

2: Performance is getting better and better