保险团队业务管理系统使用说明目录1.系统说明..................................................................................................................................32.操作说明.......................................................................................................................................32.1基本设置....................................................................................................................................52.1.1机构信息设置.............................................................................................................52.1.2区域设置.........................................................................................................................52.1.3员工职级设置.................................................................................................................82.1.4团队机构设置.................................................................................................................92.1.5保险机构设置...............................................................................................................122.1.6险种类别设置...............................................................................................................142.1.7保险险种设置...............................................................................................................162.1.8批量导入车险产品........................................................................................................222.1.9批量导入非车险产品....................................................................................................222.1.10批量导入寿险产品.....................................................................................................232.1.11批量导入团险产品......................................................................................................232.2资料查询..................................................................................................................................242.2.1员工查询.......................................................................................................................242.2.2客户查询.......................................................................................................................252.2.3理赔查询.......................................................................................................................262.2.4公文查询.......................................................................................................................272.2.5应收查询.......................................................................................................................272.2.6保费查询.......................................................................................................................282.3员工管理..................................................................................................................................282.3.1员工信息管理...............................................................................................................282.3.2员工职级变更...............................................................................................................332.3.3员工生日列表......................................................................................
