보험관리

Insurance Management is a task management app for insurance agents and consulting organizations. You can view and manage customer information, insurance contracts, schedules, anniversaries, announcements, and team feeds all in one place. Key Features - Customer Information Management: Manage names, contacts, addresses, dates of birth, tags, and notes - Insurance Information Management: Manage products, premiums, payment cycles, and attachments - Schedule and Anniversary Management: Check upcoming schedules and customer birthdays/anniversaries, and mark them as completed - Team Communication: Feeds, comments, announcements, and branch-level information sharing - Text Messaging Support: Quickly connect to the text composition screen to send messages to customers - AI Composer Assistance: Create context-appropriate greeting and anniversary message drafts - Q&A based on attached customer insurance materials - Notification Support: Provide alerts for important changes and schedules Insurance Management helps reduce repetitive tasks and allows for more systematic customer management and follow-up.