This system will help to evaluate and analyze clients by storing clients-related information. It will record communication processing in different forms and so to help you know all the communication details. You could use these data to depict clients’ preference and better serve your insurance marketing.

Comprehensive records and real-time monitoring system help you to know the details and performance of junior-level personnel sent outside for insurance promoting. You can be informed with the content and status of all projects whenever and wherever you like. Not only will managers be assisted by the system to manage and supervise all issues in a certain project, but also the insurance salesmen will benefit by marking the status of a certain client on the system and further knowing the current situation.

You are enabled to mark housing resources and reassign the person in charge of a certain customer, so to avoid the loss of clients resulted from salesmen departure. The system will help to categorize and rank different clients, and it will assist you to build marketing teams.

This system will help you to organize a series of clients-attracting activities and will also help to record the effect of the activity, the budget, the number of people involved, the deals done and the number of newly developed clients in each activity. The system will also help you to analyze data related to different activities and help the marketing team to make more effective and scientific strategies.