云山
iOS app by ASIA PEARL MANAGEMENT PTE. LTD.. Utilities · ASIA PEARL MANAGEMENT PTE. LTD.
- Store rating
- 0 / 5
- Store rating count
- 0
- Download price
- Free to download
- In-app purchases
- Unknown
- Version
- 1.2.8
- Listing last refreshed
- 2026-09-13
View the original store listing
Store description excerpt
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
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