Activity Management Module in China Ping An Jinling Software. Business people can use this section to arrange their daily work, and then they can also record their plans and goals in this template. In addition, the event reminder function in the template can also remind business personnel of matters that should be paid attention to. Therefore, the activity management template can enable sales staff to better arrange time, complete the target workload and provide better service to customers.
China Ping An Jinling Software Customer Management Module. In this module, the salesman can query the policy information. When the customer wants to query his own policy information, the salesman can tell the customer the information he has found. The template can also query the customer's information, so that the salesman can know the customer in advance, which can lay a good foundation for subsequent insurance.
China Ping An Jinling Software Sales Management Module. There are many proposal templates in this module, and you can make corresponding proposals according to the templates. Because the templates of the proposal are all successful cases, you can better introduce insurance to customers in a comprehensive and detailed way by using these templates. In addition, you can also print insurance policies in this module, which is convenient and quick.
China Ping An Jinling Software Marketing Consulting. In this module, there is all the insurance-related information of China Ping An. When the customer asks the salesman for information, the salesman can use the above information to introduce different insurances.
China Ping An Jinling Software can provide good support for salesmen, and the above four modules can greatly enhance the salesman's ability.