C H A T P O I N T

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Your safest option to work

Cater to your client’s need as quickly as possible.

  • Insurance Agent (Individual)
  • Insurance Agent (Team Head)

What You Can Achieve​

  • The built-in tool structurally stores and categorizes files of insurance products, comparisons, plans, client details
  • Remark & further insert attachments on any files to indicate the selling opportunities, comparison ranges, and notes
  • Keep customer, communication and file records such as proposals delivery and plans ever prepared
  • Powerful search engine enables easy retrieval and working out proposals for clients
  • Any file can be attached with comments and various doc types such as video and audio, and all are searchable. This precisely empowers to have only one single file record per customer while still keeping all associated info and attachments on it

Document management

Keep track of document versions and traceable file-comments to greatly improve the internal operation need.

Efficient access to records

A file can be attached with comments and various doc types such as video and audio, and all are searchable. This precisely empowers to have only one single file record per customer while still keeping all associated info and attachments on it.

All your customer info in one place

Keep customer, communication and file records such as proposals delivery and plans ever prepared.

Easy access to information

High integration of file chats and documents makes relational information traceable across groups.

Keyword record system

The built-in engine of user-definable keyword tables and values construct a handy record system to help identify the required data records.

All-round search capabilities

An extensive search mechanism that includes filters like file names, file content and boolean, file types, file comments, user-definable structural keyword groups and values, dates, etc.

What You Can Achieve​

  • 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
  • Keep track of document versions and traceable file-comments to greatly improve the internal operation need
  • Any file can be attached with comments and various doc types such as video and audio, and all are searchable. This precisely empowers to have only one single file record per customer while still keeping all associated info and attachments on it
  • Allow new group members to access historical messages and files in your specified groups to speed up their learning

Document management

Keep track of document versions and traceable file-comments to greatly improve the internal operation need.

Efficient access to records

A file can be attached with comments and various doc types such as video and audio, and all are searchable. This precisely empowers to have only one single file record per customer while still keeping all associated info and attachments on it.

Historical knowledge sharing

Assign new members to access historical messages and files in specified groups to speed up their learning.

Multi-task handling

Tackle multi-customers, insurance products and services, team members, training, and meetings.

All your customer info in one place

Keep customer, communication and file records such as proposals delivery and plans ever prepared.

Extensive user management

User roles and various info and discussion groups, and user space allocation.

User removal not auto–announced

User removal is not auto-announced to all other members, preventing unnecessary operation impact.

Keyword record system

The built-in engine of user-definable keyword tables and values construct a handy record system to help identify the required data records.

All-round search capabilities

An extensive search mechanism that includes filters like file names, file content and boolean, file types, file comments, user-definable structural keyword groups and values, dates, etc.