E-check查單易

CheckEasy provides a mobile platform that connects various cooperative brokerage companies to allow customers and cooperative institutions to check policy information.

CheckEasy provides a mobile platform that connects various cooperative brokerage companies to allow customers and cooperative institutions to check policy information.

Users can review policies, customer details, and premium payment status. Works with the backend system to manage the latest update status of various customers and policies.

The one-stop comprehensive platform has set up authority and user management, can quickly process records, and has multiple functions in place to coordinate with the development of the brokerage company industry.

Through the system, you can click on any required auxiliary information, and all information on the system will be updated in real time to ensure that the information is the most up-to-date.

Users will also receive real-time notifications when the data is updated to ensure that users are provided with the latest and most timely information when facing customers.

The back-end system creates copies and details of all transaction-related documents, allowing users to understand the current status of customers at a glance, and provides more real-time services that can be browsed on mobile phones.

A complete process tracking and confirmation system, all processes must be carried out in accordance with standard operating procedures to ensure that every transaction is foolproof and avoid damage to the rights and interests of channels and customers and unnecessary trouble.