宝保-专注服务代理人
Business
Only for iPhone
Free · Designed for iPhone
iPhone
应用介绍
“宝保”APP是一款保险展业工具，专业为保险从业人员打造个人IP，通过提供营销服务，产品推荐，方案制作，保单管理，等精准营销服务从而实现客户转化。
【客户管理】
记录客户信息，随时查看（补充）客户相关资料；
【保单整理】
告别传统手动整理保单，支持图片一键上传。10秒左右的解析速度遥遥领先其他保单整理工具，准确率高达95%；
【风险测评】
将客户名下保单快速整理，拆分重组，得出保障缺口；协助保险代理人了解客户基本情况和购买意愿，提出个性化的保险方案和建议，开展精准化营销，为保险代理人提高产能和营销结果；
【产品计划书】
一键对比站内保险产品，客观公正，让客户选择最优保障；
内部收益率（IRR）计算器，投资回报率（ROL）计算器工具加持，利益演示更具说服力；
一键制作计划书，支持个性化编辑或导出分享客户；
Ratings & Reviews
This app has not received enough ratings or reviews to display an overview.
1、版本更新
2、问题修复
The developer, 凯泰铭科技(北京)有限公司, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .
Data Not Collected
The developer does not collect any data from this app.
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Provider
- KaiTaiMing Beijing Tehchnology Co., LTD
- Size
- 52.8 MB
- Category
- Business
- Compatibility
Requires iOS 12.0 or later.
- iPhone
Requires iOS 12.0 or later. - iPod touch
Requires iOS 12.0 or later. - Mac
Requires macOS 11.0 or later and a Mac with Apple M1 chip or later. - Apple Vision
Requires visionOS 1.0 or later.
- Languages
- English
- Age Rating
4+
- 4+
- Copyright
- © 2019凯泰铭科技（北京）有限公司