AValue
Manage insurance orders and client data
Elite Cloud Technology(Global)Limited
iPhone Screenshots
Description
Track insurance policies and client data. Set reminders for birthdays and contract expiration dates. Send follow-up messages to agents. Manage agent and client relationships. Sync with partnership companies.
運行環境：iOS系統 10.1以上
AValue as an insurance group is the one of synthesis insurance service in HK and it had many clients and agents in Hong Kong. It's hard to manage all customer insurance order and personal data, close co-operation with Partnership Company to keep a stable and long-term relationship. It is hard to notice the client birthday, contract end day in a traditional calendar and push a reminder message to an agent to follow up. So that we make an improvement on about operation & management control. And now we have an insurance industry information management Application.