事業e祕書

Productivity

Free · Designed for iPad. Not verified for macOS.

事業e秘書整合《遠雄人壽》展業人員開拓業務時所需要的數位功能，不論是在職場、捷運或客戶家中，都能快速透過事業i秘書的功能，即時完成各項任務。 【壽險通路專區Portal】 Portal是一個整合所有系統功能的入口，透過登入Portal後，即可便利進入「CRM客戶關係管理系統」、「我的事業園地」等遠雄系統，無須再輸入帳號密碼，達成一站式體驗服務。 【CRM客戶關係管理系統】 CRM是一個整合與活化客戶資料的系統，提供快捷且多元的客戶資料查詢功能。展業人員能為客戶進行保單健診或保險需求分析，可產製保單健診報告書，為客戶分析保障缺口及推薦商品，創造成功銷售機會。 【我的事業園地】 提供保單查詢、保單照會、商品資訊、保單提醒通知、保單進度查詢、業績查詢、行政表單下載等各項展業支援功能。 另可連結至【旅行險受理系統】及【建議書系統】。

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修正商品百科出現系統載入錯誤

Version 1.2

The developer, 遠雄人壽, 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.

    Privacy practices may vary, for example, based on the features you use or your age. Learn More

    Accessibility

    The developer has not yet indicated which accessibility features this app supports. Learn More

    Information

    Seller
    • FARGLORY LIFE INSURANCE CO., LTD.
    Size
    • 2.3 MB
    Category
    • Productivity
    Compatibility
    Requires iOS 15.0 or later.
    • iPhone
      Requires iOS 15.0 or later.
    • iPad
      Requires iPadOS 15.0 or later.
    • iPod touch
      Requires iOS 15.0 or later.
    • Mac
      Requires macOS 12.0 or later and a Mac with Apple M1 chip or later.
    • Apple Vision
      Requires visionOS 1.0 or later.
    Languages
    • English
    Age Rating
    18+
    Copyright
    • © 遠雄人壽
  • Privacy Policy

    • More by 遠雄人壽

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