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Underwriter Highlights
Comprehensive learning support
The Insurance App provides a rich variety of insurance information and professional skills introduction, helping insurance workers quickly grasp industry trends and professional knowledge. In particular, the "Insurance Deeper" column invites a large number of insurance celebrities to give video explanations. With their rich experience and unique insights, these celebrities provide valuable learning resources for novices and help them win at the starting line.
Personalized business development tools
In terms of business development, the Insurance App also provides strong support. Users can create high-quality plans anytime and anywhere, and generate accurate benefit demonstrations with one click, making customers more satisfied. In addition, the App also provides a personalized insurance electronic business card design function, allowing users to stand out and better display their professional image.
Characteristics of underwriters
Efficient customer management
The Insurance App also has convenient file management functions, allowing users to effectively manage customer information. More importantly, the App can automatically match high-intent target customers, greatly saving users’ time and energy and improving order signing efficiency. When the plan is read, the system will notify the user as soon as possible so that the user can follow up in time and get closer to the customer.
Real-time interactive learning
In order to further improve users’ sales skills, Insurance App also launched a live broadcast platform. Big names and sales champions in the insurance industry live online to share their sales experience and contract signing tips. Users can learn from other people's successful experiences by watching live broadcasts and gradually grow into celebrities.
Additional revenue opportunities
In addition to the above functions, the Insurance App also provides users with additional income opportunities. Users can earn considerable promotion rewards by promoting selected hot-selling insurance products. This not only helps users expand their business, but also increases their revenue sources.
Insurance function
Insurance knowledge base: A continuously updated and improved insurance knowledge base, covering the characteristics, clause explanations, claims procedures, etc. of various insurance products, helping insurance workers quickly master professional knowledge.
Online courses and training: Provide a wealth of online courses and training courses, including basic insurance knowledge, sales skills, customer service, etc., to support users' independent learning and improve their professional quality.
Industry information and trends: Real-time updates of insurance industry dynamics, policy interpretations, market trends and other information to help users grasp the pulse of the industry and adjust business strategies in a timely manner.
Intelligent plan generation: Based on customer needs and insurance product characteristics, intelligently generate personalized insurance plans, including benefit demonstration, risk assessment, etc., to improve customer satisfaction and signing success rate.
Electronic business cards and promotional materials: Provide a variety of electronic business cards and promotional material templates, support user-customized designs, and display personal professional image and brand image.
Online insurance application and payment: Support customers to fill in insurance information, select insurance products and complete payment online, simplifying the insurance application process and improving business efficiency.
Customer file management: Establish a complete customer file system, including basic customer information, purchase records, communication records, etc., to facilitate users to review and follow up at any time.
Intelligent customer classification: Automatically classify and label customers based on factors such as customer purchase intention and spending power, helping users accurately identify target customers.
Customer care and reminders: Provide customer care functions such as birthday wishes, policy expiration reminders, and renewal notifications to enhance customer stickiness and improve customer satisfaction.
Insurers FAQ
Personal information leaked
The Insurance App is committed to protecting user privacy and taking a variety of security measures to prevent the leakage of personal information.
Users should properly keep their account numbers and passwords to avoid leaking account information to others.
If you find that your personal information has been leaked, you should contact customer service immediately and report it to the police.
Account stolen
If you find that your account has been stolen, you should immediately use the password retrieval function or contact customer service to regain control of your account.
Also check personal information and transaction records to ensure there are no abnormal operations or capital losses.
Strengthen account security measures, such as setting complex passwords and turning on two-factor verification.
Underwriter update log:
1: Brand new interface, refreshing, simple and efficient
2: Performance is getting better and better
Huajun editor recommends:
After seeing the introduction provided by the editor of Huajun Software Park above, are you already ready to make a move? Then download Insurance Manager quickly and use it. Huajun Software Park also providesStock trading with Flush,Shizuishan Bank,Jiangnan Rural Commercial Bank,Zhangjiakou Bank,Everbright TrustWaiting for you to download and use.
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