|
Insurance Agents are always on move and outside the office. Nevertheless access to information does not have to be such a difficult task even when they go out into the field for sales. PentaAGENT© helps agents to create their own virtual office, which caters for the overall needs of an agent to serve his customers effectively, anytime, anywhere. Following functions the agents can take advantage of:
> Selling
> Servicing
> Keep Track
> Self-Appraising
> Self-Training
> Customer information management
> Prospect Information Management
> Portfolio View of Customer (General Enquiry)
> Customer Contact History
> Product Presentations
> Sales Presentation
> Follow-Up
|
