J Business Partner

J Business Partner

0.0 43.43MB 0 免费
版本 1.6.8 更新 2026-09-14 开发者 RAINTY SQUARE IT SOLUTIONS
  • J Business Partner screenshot
  • J Business Partner screenshot
  • J Business Partner screenshot
  • J Business Partner screenshot
  • J Business Partner screenshot
J Business Partner screenshot
J Business Partner screenshot
J Business Partner screenshot
J Business Partner screenshot
J Business Partner screenshot

Description

J Business Partner CRM is a smart, secure companion for insurance agents

J Business Partner CRM is a smart, secure companion for insurance agents. Capture qualified suspects, manage client birthdays and touchpoints, view policy details at a glance, generate polished sales proposals, and monitor your agency ranking.

Key Features:
*Pipeline & Contacts: organize qualified suspects and clients with notes, stages, and tasks
*Birthday & Follow-Ups: timely reminders for meaningful client touchpoints
*Policies: quick access to client policy info and coverage status
*Sales Proposals: generate professional proposals in minutes
*Agency Ranking: track your performance within the team
分类: 商务(160056) 版本: 1.6.8 BundleId: com.jbusinesspartner.app 开发者: RAINTY SQUARE IT SOLUTIONS 最近更新: 2026-09-14

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