Tutorial Central do Corretor
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Transcript of Tutorial Central do Corretor
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Tutorial
CENTRAL DO CORRETORConheça e saiba como utilizar as
principais funcionalidades desta
plataforma que Protector criou
exclusivamente para você.
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ÍNDICE
Introdução
Conhecendo o ambiente
Criando uma cotação
Realizando uma transmissão
Notificando um sinistro
Personalizando seus websites
Criando e-mails maCriando e-mails marketing
Criando folhetos
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INTRODUÇÃO
Nossa tecnologia foi criadapara ajudar vocêa gerar grandes negócios.
A Central do Corretor é toda sua. Um espaço online completo,
onde você ativa planos, faz renovações, cria suas campanhas,
é informado de sinistros, gera relatórios, faz cotações
e transmissões e gera todo tipo de material personalizado,
além de outras funcionalidades.
Nas próximas páginas, vamos apresentar o passo-a-passo
para você realizar cada uma destas ações com toda facilidade
e rapidee rapidez. Assim, você irá potencializar suas prospecções
e melhorar a relação com seus clientes, incrementando
seu trabalho e gerando grandes negócios.
ŀ
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