Instead of asking what is insurance agent management software, it is a set of customer management software specially designed for insurance agents, which can easily realize scientific and efficient customer management, policy management and compensation, and help insurance intermediaries or insurance agents make decision analysis through statistical data, thus improving their performance.
Insurance agent management software
At present, most of the insurance agent management softwares on the market are at different levels, and the three ones with good reputation are insurance industry, OSPAR insurance agent management system and Ma Xiao Bao Yun. Details are as follows: 1. Insurance industry. The insurance industry is a powerful insurance agent management software. Docking with dozens of insurance companies, insurance products are rich and diverse. Customers can log in directly to buy insurance through WeChat.
Its biggest highlight is that it can generate its own insurance supermarket with one click. All the contents of the supermarket can be configured in the background, and the official WeChat account can be linked with its own addon domain. This software developed and operated by Hunan Youbao Information Technology Co., Ltd. has been developed by Hunan Youbao Information Technology Co., Ltd. for many years. It not only has independent brand control, but also enriches products, realizes electronic management of all documents, saves manpower and material resources and improves work efficiency.
Second, the management system of OSPAR insurance agency. OSIP Insurance Agency Management System is a software developed and operated by Beijing Bao Hui Network Technology Co., Ltd., covering online business activities, e-commerce, business information consultation and so on. It is a software platform that runs both online and offline.
Third, Ma Xiao Bao Yun. Ma Xiao Bao Yun is an insurance agent management software, produced by Hangzhou Bao Yun Holding Group Co., Ltd., which owns many powerful enterprises such as Yundu Youpin and Yunjubao. Icons can be automatically generated in the background to analyze premium scale, team performance, profit income and so on. The insurance agent's commission and handling fee can be automatically matched without manual work, which is very fast and convenient.