Digital Tools And Training Support

  CRM (客戶關係管理平台)
 

  • Exclusive customer relationship management tool in the market
  • One-click to see customer and potential customer portfolios (including policies information, customers relationship, and AI-recommended product suggestion etc.)
  • Ride on the iSay platform to discover sales and recruitment opportunities
  iPA (智能助理)
 

  • Personal assistant for individual financial planner
  • One-click to see sales performance of oneself and the team
  • Immediate assistance from responsive chatbot
  i-Recruit (友招募)
 

  • 24/7 One-stop digital recruitment platform
  • Fully support training, interview and contracting
  • Unique Aptitude test (Career Aptitude Test) in the market to explore individual's potential
  • AI interview to select potential prospects
  iAcademy (友學院)
 

  • Online learning and resources hub with courses over 14000 hours
  • Reliable learning partner in IIQE and on career path
  • Comprehensive materials about insurance product, compliance and sales techniques
  • AI recommendation engine to provide tailor-made training advice
  iPOS (友邦電子銷售平台)
 

  • Electronic point-of-sales application
  • Always keep financial planners accompany during sales
  • Policy proposal generation and application
  iFHC (全保理財分析)
 

  • Financial calculator to check financial health
  • Big data analysis for saving/health/ financial needs to achieve all-round protection coverage
  • Enhance convincingness and efficiency
  iEngage (友幫手)
 

  • Portal to delivery latest market and company news
  • Timely notification of new opportunities
  • Performance tracking on sales and large-scale contest
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