Salesperson: Can conduct business through the software, search for qualified car owner information directly through the software, make customer calls (requires hardware support) and send text messages (requires hardware support), calculate premiums and record customer information in real time, and can Implement caller ID. The software provides an expiration reminder function.
Manager level: can examine the workload and performance of salespeople.
Leadership: can obtain real-time premium income and expenditure status, generate salesperson wages, obtain the company's cash flow statement and reconciliation function in real-time.
Other features:
1. The software can be set through permissions so that users can only use specific functions: for example, it can calculate premiums but cannot open financial functions;
2. The software can set permissions so that users can only access specific customer data: for example, a salesperson can only access his own data, a manager can access the data of all salesmen in the department, and the general manager can access all data;
3. The software provides a backup function to minimize data loss caused by computer failure;
4. The software provides a data import function so that your previous data can be imported into the system;
5. The software provides a data export function, you can export data and create personalized analysis reports;
6. You can directly input the insurance company’s preferential policies into the software to make the premium calculation more in line with your local reality;
7. The software can use the local database or the database of the intranet, which is flexible to use and easy to manage;
8. Others.
Provides a compulsory traffic insurance inquiry platform and the following functions:
1. Premium calculator for more than 50 insurance companies (new rates after February 2008)
2. Telephone agent function (hardware support required)
3. SMS platform (hardware support required)
4. Intelligent maintenance of insurance company rate policies
5. Reminder function
6. Database of 50,000 types of motor vehicles (cars, buses, trucks, special vehicles, motorcycles, etc.)
7. Customer Management
8. Claims management
9. Document Management
10. Cash Flow Statement
11. Policies and premiums during statistical calculation period
12. Salary table generation
13. Reconciliation
14. Generate common files
15. Sending and receiving faxes
16. User rights management
17. Log Management
18. Data backup
19. Data import and export (EXCEL)
20. Customer violation inquiries
it works
it works
it works