中介机构业务管理系统使用说明1.系统说明..................................................................................................................................32.操作说明.......................................................................................................................................32.1基本设置....................................................................................................................................42.1.1机构信息设置.............................................................................................................52.1.2区域设置.........................................................................................................................52.1.3员工职级设置.................................................................................................................72.1.4组织机构设置.................................................................................................................92.1.5保险机构设置...............................................................................................................142.1.6险种类别设置...............................................................................................................162.1.7保险险种设置...............................................................................................................172.1.8批量导入车险产品........................................................................................................242.1.9批量导入非车险产品....................................................................................................242.1.10批量导入寿险产品.....................................................................................................252.1.11批量导入团险产品......................................................................................................252.2资料查询..................................................................................................................................262.2.1员工查询.......................................................................................................................262.2.2客户查询.......................................................................................................................272.2.3理赔查询.......................................................................................................................282.2.4公文查询.......................................................................................................................292.2.5应收查询.......................................................................................................................292.2.6保费查询.......................................................................................................................302.3员工管理..................................................................................................................................302.3.1员工信息管理...............................................................................................................302.3.2员工职级变更...............................................................................................................342.3.3员工生日列表..........................................................................................
