Insurance agent (team head)
- Track staff easily of their profile and trade records with their own clients with this overview
- Bird eyes view of your whole insurance agent team gives you quick evaluation of team’s performance
- Reduce emails which easily lose communication integrity and miss past connections of participants, messages and attachments.
- Offer a high integration of documents and chats, making messages and shared files traceable across groups, and enabling you to instantly realize the current need of clients and team members
- Tackle multi-customers, insurance products and services, team members, training, and meetings
