速報APP / 商業 / Sun Advisor App

Sun Advisor App

價格:免費

更新日期:2019-05-08

檔案大小:29.9 MB

目前版本:1.11.004

版本需求:需要 iOS 9.0 或以上版本。與 iPhone、iPad 及 iPod touch 相容。

支援語言:加泰羅尼亞文, 德語, 法文, 波蘭文, 簡體中文, 義大利文, 英語, 葡萄牙文, 西班牙文

Sun Advisor App(圖1)-速報App

Service your clients better and monitor your stats even while on the go!

With the Sun Advisor Mobile App, you can update your clients, greet them on their birthdays, and get a glimpse of your progress with just a few taps on your smartphone

Increase your productivity:

- Send pre-composed messages for birthday greetings or premium reminders

- Monitor your latest Life and MF production summaries

Sun Advisor App(圖2)-速報App

Stay on track with your client’s accounts:

- View your client's VUL and Mutual Fund applications

- Save personal notes for each client

Sun Advisor App(圖3)-速報App

Quickly check your new business:

- View new business status and updates

- View pending requirements for submitted apps

More:

Sun Advisor App(圖4)-速報App

- Call ATS and Client Care directly from the app

- Set and update PIN code for easier login

Sun Advisor App(圖5)-速報App

支援平台:iPhone