# 保险合伙人

> 保险合伙人 (iPhone/iPad app by CreditEase Insurance Sale&Service(Beijing) Co., Ltd..)

- Source: https://appshunter.io/ios/app/id1365530484 (this page in markdown: same URL + `.md`)
- Developer: [CreditEase Insurance Sale&Service(Beijing) Co., Ltd.](https://appshunter.io/developer/1295544420)
- Category: Finance
- Price: Free
- Age rating: 17+
- Requires: iOS 9.0 · 74 MB
- Languages: Chinese (Simplified, China)
- Released: 2018-04-22
- Data updated: 2026-06-01
- User reviews in markdown: https://appshunter.io/ios/app/id1365530484/reviews.md

## What is 保险合伙人?

保险合伙人旨在解决代理人在保险销售过程中的痛点，我们的使命是帮助代理人更高效，更简单，更有尊严的销售保险。
【功能特点】
1 任务体系
   做任务得智金币，让工作更有趣，边玩儿边挣钱。
2 计划书
   一键生成保险方案，高端大气有品位。
3 工作室
   自定义个人工作室，一键分享，为自己客户定制专属的保险店铺。
4 客户管理
   客户相关事项全方位提醒，潜客提醒，客户跟进轻松完成。
5 产品定制
   专业产品设计师从用户需求出发，个性化定制产品。
6 智能保险
   智能分析客户特征，大数据精准计算，准确识别客户需求，制定最佳保险方案。
5 学习成长
   精选内容，行业大咖为您的专业技能保驾护航。


## Version history (last 5 releases)

### 6.1.5 — 2024-02-07

AI拜年定制视频功能上线，赶紧抢先体验，解锁拜年新姿势，做春节的AI达人。

### 6.1.4 — 2023-12-26

1、客服系统升级
2、修复已知bug

### 6.1.3 — 2023-11-16

1. ICP备案.
2.修复已知bug.

### 6.1.2 — 2022-08-09

1、新增IP属地
2、修复已知bug

### 6.1.1 — 2022-07-25

最新版本修复了若干安全问题，并对性能进行了优化

## Apps similar to 保险合伙人

| App | Rating | Price | Category |
| --- | --- | --- | --- |
| [Rubies Junior](https://appshunter.io/ios/app/rubies-junior/id1528977560) | — | Free | Finance |
| [KRAKONS Wallet](https://appshunter.io/ios/app/krakons-wallet/id1524413440) | — | Free | Finance |
| [Currency Now](https://appshunter.io/ios/app/currency-now/id1525402900) | — | Free | Finance |
| [Banco Río Token](https://appshunter.io/ios/app/banco-rio-token/id1526318960) | — | Free | Finance |
| [Private Client Services](https://appshunter.io/ios/app/private-client-services/id1528067380) | 4.4 (10) | Free | Finance |
| [Azucko](https://appshunter.io/ios/app/azucko/id1529876100) | — | Free | Finance |

---

*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-06-01.*
