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恒安E行
Published by:
恒安标准人寿保险有限公司
Description
1、销售页面分为建议书与投保、续期、保单服务办理、销售
建议书与投保大部分功能围绕交易型功能建设，例如建议书、投保、回执、照会等。
销售主要是预收数据的统计，主要包含预收统计、KPI预收、销售人员汇总等统计。
保单服务办理主要提供与保单相关的保全服务，例如证件信息变更、联系方式变更等保全项。
续期主要包含孤儿单接收、个人继续率、续期扣款查询功能
2、团队页面主要提供代理人团队管理等先关功能。例如签到、招募、团队考核、创说会、团队继续率等相关非交易功能。
3、我的页面主要是展示代理人个人信息及自己相关数据的查看。主要分为个人信息展示区、快捷功能入口区、个人考核指标、预警考核结果。
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建议书与投保大部分功能围绕交易型功能建设，例如建议书、投保、回执、照会等。
销售主要是预收数据的统计，主要包含预收统计、KPI预收、销售人员汇总等统计。
保单服务办理主要提供与保单相关的保全服务，例如证件信息变更、联系方式变更等保全项。
续期主要包含孤儿单接收、个人继续率、续期扣款查询功能
2、团队页面主要提供代理人团队管理等先关功能。例如签到、招募、团队考核、创说会、团队继续率等相关非交易功能。
3、我的页面主要是展示代理人个人信息及自己相关数据的查看。主要分为个人信息展示区、快捷功能入口区、个人考核指标、预警考核结果。
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恒安E行 FAQ
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恒安E行 is free.
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App Info
- Category
- Utilities
- Publisher
- 恒安标准人寿保险有限公司
- Languages
- Recent release
- 1.1.13 (1 year ago )
- Released on
- Oct 13, 2021 (3 years ago )
- Also available in
- China , Mexico , Philippines , Peru , New Zealand , Norway , Netherlands , Nigeria , Malaysia , Pakistan , North Macedonia , Lebanon , Kazakhstan , Kuwait , South Korea , Japan , Italy , India , Poland , Portugal , Romania , Russia , Saudi Arabia , Sweden , Singapore , Thailand , Türkiye , Taiwan , Ukraine , United States , Vietnam , South Africa , Denmark , Armenia , Argentina , Austria , Australia , Azerbaijan , Belgium , Brazil , Belarus , Canada , Switzerland , Chile , Colombia , Czechia , Germany , United Arab Emirates , Dominican Republic , Algeria , Ecuador , Egypt , Spain , Finland , France , United Kingdom , Greece , Hong Kong SAR China , Hungary , Indonesia , Ireland , Israel
- Last Updated
- 3 months ago
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