- QuickPlanner™
- QuickLink
- QuickManage
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QuickPlanner™- An all-in-one agent-selling-assisted tool comprises of 18 prospect-approaching, financial needs analysis presentation, objection handling and sales presentation ideas: |
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1. University Savings
2. Retirement Savings
3. Replacement Income
4. Pension Fund
5. Human Life Value
6. Million Dollar Child
7. Dollar Cost Averaging
8. Create and Save
9. How Long Will My Savings Last?
10. Costs of Delay
a) Calculate Monthly Savings
b) Calculate Total Savings
11. Rate of Return Calculations
a) On Regular Investments (ROR)
b) On Irregular Investments (IRR)
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12. Comparison of Investments
13. Car Loan
14. Property Loan
a) Calculate Monthly Repayment
b) Calculate Interest Rate
c) Calculate Maximum Loan
d) Loan Repayment Schedule
15. Saving in Bank vs. Life Insurance
a) Regular Savings (Bank)
vs.
Regular Premium (Life Insurance)
b) Lump Sum Savings (Bank)
vs.
Single Premium (Life Insurance)
16. Saving in Pension Fund vs. Insurance
17. Investing in Property vs. Insurance
18. Risk-Return Matrix
19. Video Training (PC version) |
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With comprehensive, up-to-the-minutes policyholder information at their easy disposal, this is an extremely useful tool for agents to provide efficient after-sales service to their clients, anytime anywhere… |
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QuickLink is an effective tool to:
1. Manage prospects and clients personal details and information anywhere anytime.
2. Enable users to obtain relevant and useful information in the field thereby enhancing/raising their
productivity (and income/production).
3. Provide prompt and efficient after service to your clients. |
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Basically, QuickLink is made up of 2 modules:
1. Prospect Database Management Module – Manage a prospect’s or an existing client’s personal
data, life & general insurance policy information.
2. Policyholders Information Module– Enable users to manage, retrieve & view their existing
policyholders information which are downloaded from back-end server. |
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QuickLink consists of the following functionalities:
• Policyholder information & data download.
• Comprehensive enquiry & search functions for
policyholder information.
• Synchronization of data between user’s PC & mobile
device.
• Printing of reports & mailing lists (PC version).
• Reminder function – Birthdays & policy due dates.
• Chinese character input. |
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This is a comprehensive, first-of-its-kind agent field activity and agency management tool in the market. The program consists of 2 major modules as follows: |
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