Insurance information management system (life insurance personal computer software)

As an insurance marketing expert, you feel comfortable and confident in the process of selling policies to insurance customers. However, along with the joy of successfully signing the policy comes the question of how to manage the policy efficiently and how to further strengthen communication with customers. You may feel inexplicable troubles about this... In daily life, when we meet customers to sell insurance policies, we may always say three things about our business: insurance.
On a customer's birthday, a congratulatory phone call, a warm wish, and a bouquet of flowers, which are affectionate greetings, may be the best way for us to communicate emotionally with our customers. This commemorative day may be the best opportunity for customers to add insurance and sign orders... The company has another competition and is about to hold a product briefing meeting. How to select the most ideal customers from the customer base to participate in the product briefing meeting to ensure the best results... The customer's insurance policy has expired again. When will the policy renewal be due? It's really annoying... How can I effectively manage my policy and how can I effectively manage my customers... When you install the "Insurance Information Management System" on your computer, all the above problems will be solved and your worries will go away... The main functions are as follows: Customer management, policy management, commission calculation management, itinerary plan management, team management, customer birthday reminder, renewal fee reminder, insurance code and insurance liability query, intelligent query of customer information by name, phone number, policy number, policy information, statistical analysis of customer insurance status, perpetual calendar, calculator, data security backup, etc. to help you select potential customers from existing customers to improve the effectiveness of your visits...
Notes: (1) Please go to Control Panel -> Regional and Language Options -> Customize -> Date -> Short Date Format, and set the date format to yyyy-MM-dd. When entering the period, for example, May 18, 1996 is entered as 1996-05-18 or 96-05-18 on the computer, and enter "-" between the year, month and day. (2) In the birthday column, for example, if the customer’s birthday is May 8, enter 0508; if the customer’s birthday is May 18, enter 0518.