Basic information column
Dynamic communication
Insurance assistant
Applied language
simplified Chinese
software platform
Android, IOS
Apply the latest version
Version 4.5.2
Application type
tool
Application slogan
Put wings on your exhibition industry.
developer
Zhengzhou yibao network technology co., ltd
user group
insurance company
uptime
20 14 September 17
Latest update time
2016 65438+1October 2 1
Product background
Insurance agents have always been called "insurance runners", and their time is largely wasted on the road. In the process of serving the intended policyholders, the opportunity is often missed because of the slow process of making plans. With the development of mobile Internet, if the scheme can be generated and sent to prospective customers by one-click mobile phone, it will save some tedious exhibition processes such as carrying business manuals and printing schemes, and the insurance exhibition industry will enter the E era.
Product introduction
The Insurance Assistant APP is a hand-held tool tailored for insurance agents based on the mobile terminal. It belongs to Zhengzhou Yibao Network Technology Priority Company, a gathering group, and is committed to creating a relaxed, convenient, professional and efficient display and communication platform for insurance agents. Insurance assistants can help insurance agents reduce costs to the greatest extent, improve the efficiency of exhibition industry, and finally obtain a large number of insured users in a convenient form through mobile terminals.
eigenfunction
1, qualification certificate query
You can check whether the information of the agent is true according to the ID card, insurance qualification certificate and practice license number.
2. Customer consultation
Agents can provide professional answers to customers' questions, and then meet to get prospective customers. Stay at home and understand the customer's problems.
3, customer customization
The applicant fills in the basic information and demand information of insurance in the column of "insurance customization" through your personal micro-station. The agent can directly check the customized information in the assistant, provide insurance purchase suggestions for the insured, make insurance plans, or contact the insured directly by telephone.
Step 4 find a way
1) All insurance companies have clauses: a powerful database, including clauses of major insurance companies, and any company's scheme can be done.
2) Analysis of technical terms: highlight the professional level of agents and make customers more trustworthy.
3) One-click plan generation: According to the basic information of the insured, the plan can be automatically generated with one click, and multiple terms can be freely combined, so that the protection scheme for users is more perfect. The generated scheme can be directly sent to customers, which breaks the time and space constraints and is more convenient for customers to read.
5. Product Library
Collect the insurance products of major insurance companies for the policyholders to choose.
6. Automobile insurance calculation
Through the auto insurance calculator, you can easily calculate the specific insurance quotation and total cost according to the basic information and types of vehicles. The generated auto insurance quotation can be directly shared with customers through QQ, WeChat, SMS and other channels, which is convenient for customers to read.
7. Personal micro-site management
Build brand, drive traffic and promote contract signing. Tailor-made personal micro-site to avoid point-to-point. "