華佗祕書secretary

"Secretary Hua Tuo" is the personal secretary of the insurance salesman! List the list of customers whose payment will be due in the near future. You can also check the policy information at any time, take a photo of the policyholder's paper policy in real time, and store it as customer information to help the salesman maintain a good interaction with the customer!

《華佗祕書簡介》

『華佗祕書』就像保險業務專員的私人小祕書！不只可列出近期該提醒繳費日期等將到期之客戶名單，也可隨時查詢保戶資料及保單資料，即時拍攝保戶紙本保單，儲存為電子保單，或拍攝保戶名片，儲存為客戶基本資料，協助業務專員與客戶保持良好互動！

有以下功能：

【客戶關懷】

【快速查詢】

【新增資料】

【擷取資料】

【系統設定】