Insurance agent (individual)
- Track trade records and deal details with this bird eye view
- Flexibly set up and assign deal status and plan details with just several clicks
- Remark & further insert attachments on any files to indicate the selling opportunities, comparison ranges, and notes
- Keep customer, communication and file records such as proposals delivery and plans ever prepared
- Powerful search engine enables easy retrieval and working out proposals for clients
- Any file can be attached with comments and various doc types such as video and audio, and all are searchable. This precisely empowers to have only one single file record per customer while still keeping all associated info and attachments on it
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