엔젤플래너

[Angel Planner main features]



1. Customer management: customer consent, customer registration, customer information inquiry, written consent document recognition

2. Activity management: schedule registration and confirmation. Check activity status by customer

3. Contract management: inquiry of contracts held, inquiry of customer windows and required documents

4. Subscription design: Check subscription design details, send subscription design

5. Subscription: Subscription progress status, miscan status, new contract progress supplement status

6. Sales management: New contract status, collection status, maintenance by case, maintenance rate inquiry

7. Knowledge management: Notice, product data room, needs ventilation data room, conversion table, product insurance premium check


This app is an oriental life sales support system

You can perform various tasks related to sales activities through the app.