InsPal Mini Rolls Out New Feature – AFQ
(Ask For Quote)
This new feature allows you to ask for quote from any of insurance intermediaries in Hong Kong, with priority on our 150+ InsPal clients. Through this function, you can find the more reasonable insurance for your clients while earning the highest referral fee.
InsPal Mini – AFQ is extremely suitable for the following users:
1. New-comer insurance agents: InsPal has a pool of 150+ insurance intermediary companies. If you want the best insurance premium with the highest referral fee, AFQ is the choice. 2. InsPal clients:AFQ can help you to communicate the quote with your referrers faster. Through the Whatsapp/WeChat-like user-interface, you can confirm the deal with your referrer effectively and win their trust.
Update
Journal Voucher Import Function
Journal voucher entry you can use the import button to batch enter voucher data in Excel format. If you want to know the excel input format, please contact the customer service imm
Document Image is Optimized and Upgraded
Document Image Upload the function is optimized and upgraded. Now the operation is more convenient and humanized. Users can know the upload progress through data. The error prompt
CRM Group Calendar Upgrade
CRM Module Calendar function has been upgraded. Now you can use this function to announce events only to a certain group of users (e.g. Accounts). If you want to experience this, p
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