快保-保险顾问展业服务平台

快保-保险顾问展业服务平台

by Datong Insurance Sales & Service Co.Ltd.

3 ratings
20 reviews
Free
In-App Purchases

Details

Released
July 27, 2015
Updated
November 4, 2026

Features

快保-保险顾问展业服务平台 screenshot #1 for iPhone
快保-保险顾问展业服务平台 screenshot #2 for iPhone
快保-保险顾问展业服务平台 screenshot #3 for iPhone
快保-保险顾问展业服务平台 screenshot #4 for iPhone
快保-保险顾问展业服务平台 screenshot #5 for iPhone
快保-保险顾问展业服务平台 screenshot #6 for iPhone
快保-保险顾问展业服务平台 screenshot #7 for iPhone
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ipad
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About

This platform empowers insurance professionals with comprehensive tools for sales, client management, and professional development. It offers access to a vast product catalog, streamlined plan generation, and client acquisition support.

✓Online policy submission
✓Team management
✓Client relationship management
✓Access to 140+ insurance companies
✓Generate insurance proposals
✓Customer acquisition support
✓Online learning resources
Show original description
+1

What's New in 快保

6.2.3

November 4, 2026

1.修复已知问题 2.更新若干功能

10

Subscriptions & In-App Purchases

$15.99

98学贝

花费98元购买98学贝

User reviews

快保是个保险知识好助理

界面设计很专业,内容涵盖特别广,可以保单托管、可以客户管理、团队管理,非常多的实用小工具,✌️✌️✌️

快保使用效果

强大的平台友好的界面

视觉做的很好

整体UI非常整洁,一眼就可以找到自己想要的入口

怎么回事

为什么进不去啊,打开就说要更新,然后循环

不错

产品很全,方案对比很好用!提供很多工具,还有学习平台。

Developer apps

FAQ

What is 快保?

快保 is a platform designed to provide comprehensive service support for insurance practitioners. It offers features like online policy submission, team management, client management, and access to a wide range of insurance products.

How many insurance companies and products does 快保 support?

The platform connects with over 140 insurance companies and offers access to more than 1,000 insurance products, ensuring a broad selection to meet diverse client needs.

Can 快保 help with generating insurance proposals?

Yes, 快保 allows users to generate insurance proposals in as little as 30 seconds and analyze products in 1 minute, with clear policy terms to facilitate online signing.

Does 快保 assist with acquiring new clients?

The platform provides a client acquisition empowerment system that precisely matches insurance prospects, aiming to solve acquisition challenges and boost sales.

What are the customer management features in 快保?

快保 offers systematic real-time collection of customer information and integrates multi-scenario marketing strategies to enhance customer loyalty and engagement.

Is 快保 available on multiple devices?

快保 is supported on iPhone, iPad, and iPod devices, making it accessible for insurance professionals on the go.

What is the update frequency for 快保?

The latest version of 快保 is 6.2.3, and it was last updated on November 4, 2026. This indicates a commitment to ongoing development and improvements.

What is the age rating for 快保?

快保 has an age rating of 17+, suggesting it is intended for adult users due to its professional and potentially complex financial content.