This system provided a one-stop service. Customers can first select their insurance products and then make their appointments. The customers will be further arranged by various departments in an attempt to help them complete the signing.
Sort and Filter
Customers can filter out the inappropriate insurance products according to the type of protection, age and price. They can find out their applicable choice and input the insured person’s information to make an appointment eventually.
With the system’s built-in calendar, our clients can manage the appointments for each customer and signer, including the chosen insurance products, custom’s details etc.
The system will allocate the appointments to their professionals in different departments, so they can instantly communicate with their customers and request the relevant documents from them.