FinNet vs Insuraim Workspace

“财富易 App”是中国精英理财师群体首选的Fintech服务平台和线上社群，为中国理财师提供前、中、后台的一站式服务和智能化解决方案，助力理财师从获客到成交、从产品补充到服务提升的全面突破和持续发展。 【超强展业工具】 展业营销素材库，精心挑选，精良制作，省时省心省力 【精品培训课程】 精品课程唾手可得，大幅提升专业知识和展业能力 【首创线上社群】 加入线上社群，即可与全国理财精英互动，且可轻松赚取积分 【专属会员特权】 会员专享活动和权益，会员折扣，积分抵扣，积分兑好礼，更有神秘会员礼物直接送到家，还不赶快下载 财富易 App体验更多会员特权啦！ 【关于财阜荟Riches Elite】 财富易 App由财阜荟Riches Elite开发和运营，而Riches Elite则是财阜集团（香港）旗下专注于金融科技开发和应用的品牌，也是中国首创和唯一的会员制理财师社群和服务平台。 【联系我们】 如有问题或意见，欢迎联系我们。 财阜荟官网：www.richesme.com 服务热线：0755-22216550

Insuraim Workspace is a mobile business workspace for insurance brokerages, advisors, and operations teams. It works alongside the Insuraim web workspace to bring client and household records, follow-ups, insurance product information, proposals, and application workflows into one structured environment. CLIENTS AND HOUSEHOLDS Maintain client details, tags, household members, follow-up history, and related documents, so authorized team members can understand the context behind every relationship. FOLLOW-UPS AND SCHEDULES View today’s, upcoming, and overdue items, record outcomes, and plan the next action without losing track of important client commitments. PRODUCT INFORMATION Review insurer and product information, save frequently used products, and compare supported products within the same category. PROPOSALS AND CALCULATION TOOLS Create and monitor proposal tasks for supported products, and use premium or benefit calculation tools enabled by your organization. APPLICATION WORKFLOWS Create appointments, maintain applicant, insured, and beneficiary details, upload documents, and follow each application through its configured stages. TEAM ACCESS AND WORKING FILES Organizations can configure role-based access. Team members can use schedules, messages, personal files, and knowledge resources to keep work consistent. Insuraim Workspace is intended for authorized insurance brokerages, advisors, and their operations teams. Accounts and features are provided and configured by the user’s organization. Product content and tools may vary by organization and region. Important: Insuraim Workspace is business management and collaboration software. It is not an insurer, does not underwrite policies, and does not provide personal insurance, investment, legal, or tax advice. Users remain responsible for applying relevant regulations, organizational policies, and professional judgment. Terms of Use (EULA): https://www.apple.com/legal/internet-services/itunes/dev/stdeula/