챙김 - 설계사 영업 노트

Chaengim is an all-in-one sales note app for insurance agents.

Managing the daily flood of customers, checking terms and conditions, scheduling, and taking notes... Organize your scattered sales tasks into a single tool called 'Chaengim'.

■ Customer Management
Names, contact information, dates of birth, and vehicle details all at a glance. Classify customers by Non-life, Life, or Auto, and we automatically keep track of renewals, birthdays, and unreached customers.

■ Terms and Conditions Expert

"Which page is this coverage on?" Select an insurer and product, then search by keyword to quickly locate the relevant clause. No need to carry around heavy policy manuals.

■ Secretary Im (Voice Memo)

Even while driving, a single phrase like "Kim Cheol-su visiting tomorrow at 3 PM" is all it takes. Leave customer memos via voice.

■ Customer Map

Display your customers on a map. Manage unreached customers and those nearing expiration based on location, and efficiently plan your visit routes.

■ Schedule Management
Manage consultation, visit, and expiration schedules on a calendar, and check your auto insurance expiration ledger all in one place.

Chaengim ■ My Data Is Mine

Customer information is encrypted and stored only on the agent's own device and account. Chaengim does not use customer information for advertising, marketing, or provision to third parties.

Scattered sales, now unified with Chaengim.

Both agents and customers — Chaengim takes care of them.

Operated by: Vince | Contact: lky3233@gmail.com