Multi-channel Marketing & Sales Platform
The “Multi-channel Marketing & Sales Platform” is a comprehensive solution designed to enhance the efficiency and reach of insurance companies through various systems to be pre-designed as ONE platform, which include:
Multi-channel Insurance Proposal System, Mobile Insurance Application System, Remote Insurance Application System by Recognized Faces, Multi-channel Commission Management System, Proactive Insurance Policy Portfolio Health Diagnosis System and Customer Service Chatbot.
By pre-designed the above systems to be ONE platform, the “Multi-channel Marketing & Sales Platform” empowers insurance companies to enhance customer engagement, improve operational efficiency, ensure security and compliance, and drive growth through data-driven insights and superior customer service.
Multi-channel Insurance Proposal System
Mobile Insurance Application System
Mobile Insurance Application System
The "Multi-Channel Insurance Proposal System" software offers a comprehensive suite of multi-channel functionalities including individual customer management, personal insurance proposals, marketing support, system maintenance, user management, lifestyle needs analysis (optional), and channel version management (optional). Its benefits f
The "Multi-Channel Insurance Proposal System" software offers a comprehensive suite of multi-channel functionalities including individual customer management, personal insurance proposals, marketing support, system maintenance, user management, lifestyle needs analysis (optional), and channel version management (optional). Its benefits for insurance companies include detailed recording and management of customer data and behavior, group email and SMS dispatches for timely customer service, personal policy management with quick report displays to analyze coverage gaps, and standardized insurance proposals to support the promotion of new life insurance products.
Mobile Insurance Application System
Mobile Insurance Application System
Mobile Insurance Application System
The "Mobile Insurance Application System" is a versatile software platform that streamlines the creation of insurance applications, underwriting processes, and related operations. Key features include electronic signatures on tablets (with an option for biometric data collection), application progress tracking, agent information maintenan
The "Mobile Insurance Application System" is a versatile software platform that streamlines the creation of insurance applications, underwriting processes, and related operations. Key features include electronic signatures on tablets (with an option for biometric data collection), application progress tracking, agent information maintenance, system management, and backend API integration. Additionally, it offers integration options with enterprise app portals and online payment mechanisms. This system significantly reduces manual operation costs by enabling online verification of products and data, and its user-friendly interface is optimized for tablet performance. With a highly flexible design, it easily integrates with frontend apps.
Proactive Insurance Policy Portfolio Health Diagnosis System
Mobile Insurance Application System
Proactive Insurance Policy Portfolio Health Diagnosis System
The "Proactive Insurance Policy Portfolio Health Diagnosis System" is an advanced software platform designed to enhance insurance management and client relations. Key features include customer management, activity management (with personal and team performance reviews), insurance product information, policy portfolio health diagnosis, con
The "Proactive Insurance Policy Portfolio Health Diagnosis System" is an advanced software platform designed to enhance insurance management and client relations. Key features include customer management, activity management (with personal and team performance reviews), insurance product information, policy portfolio health diagnosis, concept sharing, financial assistance tools, organizational permissions/membership center, and optional modules like Business Opportunities 365, tiered support operations, team calendar, sales goal management, and enterprise-specific functions. This system is accessible via brand browsers on various mobile devices, Its stylish, touch-friendly interface enhances professional image.