Take it with you app It is an insurance assistant software. It provides a quick and convenient learning platform for insurance salesmen, so that users can better understand customer needs and each salesman has his own performance.
Introduction to the official version of the portable dictionary
1. It is best to use exhibition tools to get on the shelves, free of charge. Now, 10 yuan is free for registration!
2. The portable insurance code is a free exhibition tool serving 3 million insurance sales personnel nationwide. It integrates the insurance product library with the largest number of products, the richest content and the easiest operation in the industry, and can help marketing personnel calculate premiums, query terms and customize insurance plans for customers anytime and anywhere in the exhibition process.
3. One click plan generation, customized personal electronic business cards, and more practical and easy-to-use functions make sales easier, easier to communicate with customers, richer means of business development, and greatly improve sales performance. Download the portable protection code immediately and take the first step in mobile exhibition industry!
Free version of carry on protection
1. Q&A community:
Put forward your doubts in the question and answer community of PCP, let enthusiastic friends and specially invited insurance experts answer for you one-on-one, browse others' questions, use your insurance expertise to answer, and gradually become an expert in the insurance field.
2. Insurance information:
Four major modules - selective recommendation, product evaluation, face-to-face and in class classes for celebrities, comprehensive access to market trends, detailed product advantages and disadvantages, listening to the growth process of celebrities, and learning insurance knowledge.
3. Proposal system:
The intelligent and clear plan system makes the calculation experience simple and smooth! The presentation form of the generated proposal makes the detailed data of insurance products clear! One click to share the plan with 2265 customers, which is easy to read, understand and order.
Software highlights
·Insurance products:
Integrated insurance products of the whole industry, covering all mainstream products of Guoshou, Ping An, Taibao, PICC Life, PICC Health, Taikang, Xinhua, Taiping, Sunshine, AIA, Sino Italian, Sino British, Sino Dutch, Tongfang Global, Sino German Allianz and other companies. Special Hong Kong insurance and high-end medical products are only for you.
·Customer maintenance ：
The proposal, free insurance and auto insurance realize customer information association and automatic consolidation, which is convenient for tracking target users. More thoughtful greeting cards, gently delivered with care
·Insurance broadcast room
Senior insurance training instructors bring various insurance training topics, and users can also open classes freely to share their experience in the exhibition industry. Free classes, paid classes, free courses, create the most intimate insurance knowledge sharing platform only for professional you!
Update content
V8.4.1 Version
Optimize experience details
Resolve known problems
V7.8.0
Four system courses are newly classified and launched
V7.6.2
[Get a guest story] Follow the hot spot to update in real time, help you lock in customers and let them come to your door actively
[Sign in Plan] Sign in and get gold coins as money to pay for classes
[Good class empowerment] 16 hot courses to help you upgrade to wealth management consultant
V7.3.0 Version
New official course evaluation and scoring
Q&A supports anonymous questions
Course details and content page style optimization
V5.8.1
-Search function optimization to improve user experience
-The new classification of courses helps the development of the industry
-Video live broadcast excellent lecturer recruitment
V4.9.3
1、 player Fast forward for 15 seconds, fast backward for 15 seconds, and double play
2. Create a course in PPT mode. The voice can be bound to the PPT. The recorded page will be bound to the PPT automatically. The played voice will be positioned to the current PPT
3. Exhibition Tools - New in Calculator Collection - Pension Calculator
V3.5.0 Version
1. Audio, PPT, manuscript, triple cool learning mode online
2. Course audition function online
3. Basic function optimization of station notification
V3.1.0 Version
A new premium record entry is added. Your premium history is here!
Product error correction page optimization, reward for fault finding, not yet
