云山
Utilities
Free
专为保险从业者打造的智能移动办公方案，融合拓客工具与客户管理系统，实现客户信息全方位整合管理。
一站式全流程保单管理，覆盖各环节，严谨高效。
轻便似云、坚实如山，如影相伴，业务尽在指尖掌控！
【集中化資料庫】整合客戶、保單、索償與文件，形成 360° 客戶視圖
【續保追蹤】系統自動發出續保提醒與佣金結算報表，減少遺漏與錯誤
【佣金計算】自動計算多層佣金比例，生成報表與對賬結果
【文件中心】文件中心集中儲存，操作紀錄可追蹤，確保準確與合規
Ratings & Reviews
- This app hasn’t received enough ratings or reviews to display an overview.
云山全新上线；
The developer, ASIA PEARL MANAGEMENT PTE. LTD., 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
- Seller
- ASIA PEARL MANAGEMENT PTE. LTD.
- Size
- 93.6 MB
- Category
- Utilities
- Compatibility
Requires iOS 15.5 or later.
- iPhone
Requires iOS 15.5 or later. - iPad
Requires iPadOS 15.5 or later. - iPod touch
Requires iOS 15.5 or later.
- iPhone
- Languages
- English
- Age Rating
4+
- 4+
- Contains
User-Generated Content
- Copyright
- © ASIA PEARL MANAGEMENT PTE. LTD.