RM-Upsell

OneInsure向上銷售應用是向上銷售和銷售的內部團隊成員

OneInsure Upsell is an offline app designed and developed for the use of OneInsure’s internal teams. This app is primarily useful for Sales & Upsell Teams to create to do list, understand client requirements, store client details, and monitor& manage daily/weekly/yearly tasks at various levels.

As an offline app you can use this even without any network connectivity, but to sync and update your data on the server you will need network connectivity.

Features & Use of OneInsure Upsell

1. My Campaign: See the running and closed campaigns, their leads, set meeting and other reminders related to those customers and much more.

2. Reminders: See all reminders across all divisions at one place.

3. Hot Leads: See hot leads on daily, weekly and monthly basis.

4. References: See all customer references with complete details at one place.

5. My Customers: Add your customer database and sync it directly with the server& your mobile contacts

6. In Progress: Check the status of your tasks and campaign’s progress.

7. Task For Today: See your appointments, follow up list, customer’s premium dues, their birthdays and other occasions.

8. Service Request: Check your customer’s service request status

9. Calendar: Master time management with handy calendar features

10. Call Logs: Check your call logs made to your customers.

11. Backup: Backup your raw data on server at any point of time.

12. Sync: Always sync to update & restore all data available on server.

This app tracks all the communications made via calls, emails, SMS & Whatsapp by all RMs of Robinhood.

OneInsure Upsell App is powered by Robinhood Insurance Broker Pvt. Ltd. With over 9 years of experience and 25,000 happy customers, Robinhood Insurance Broker is one of the most trusted and reputed name in the Insurance Industry.