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恒安E行
Published by: Heng An Standard Life Insurance Co
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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Is 恒安E行 free?
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恒安E行 is free.
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App Info
- Category
- Utilities
- Publisher
- Heng An Standard Life Insurance Co
- Languages
- Recent release
- 1.1.13 (1 year ago )
- Released on
- Oct 13, 2021 (3 years ago )
- Also available in
- China, Poland, Italy, Japan, South Korea, Kuwait, Kazakhstan, Lebanon, Mexico, Malaysia, Nigeria, Netherlands, Norway, New Zealand, Peru, Philippines, Pakistan, India, Portugal, Romania, Russia, Saudi Arabia, Sweden, Singapore, Thailand, Türkiye, Taiwan, Ukraine, United States, Vietnam, South Africa, Dominican Republic, Argentina, Austria, Australia, Azerbaijan, Belgium, Brazil, Belarus, Canada, Switzerland, Chile, Colombia, Czechia, Germany, Denmark, United Arab Emirates, Algeria, Ecuador, Egypt, Spain, Finland, France, United Kingdom, Greece, Hong Kong SAR China, Hungary, Indonesia, Ireland, Israel
- Last Updated
- 1 month ago