Centrally manage customer information, including personal information, policy records, contact history, etc.
Classify policies into general insurance, life insurance, medical insurance, MPF, etc. to facilitate unified management and inquiry
Alert and track policy renewal and renewal processes to ensure timely processing and avoid missing important deadlines
Manage and store relevant insurance documents, including application forms, declarations, insurance clauses, etc.
Track and manage customer purchase cases, including detailed information such as insurance type, insurance amount, beneficiary, etc.
Supports multiple commission-sharing parties, flexibly adjusts commission-sharing ratios, and automatically calculates and tracks commission-sharing amounts
Integrated accounting functions to facilitate management of financial records, income and expenditure flow, settlement, etc.
Generate various reports, such as performance reports, sales reports, policy statistics reports, etc., to help analyze business performance