{"id":9,"date":"2020-12-09T14:32:03","date_gmt":"2020-12-09T14:32:03","guid":{"rendered":"http:\/\/www.davalgroup.com\/?page_id=9"},"modified":"2021-02-27T14:46:58","modified_gmt":"2021-02-27T06:46:58","slug":"poweragent","status":"publish","type":"page","link":"https:\/\/www.davalgroup.com\/?page_id=9","title":{"rendered":"PowerAgent"},"content":{"rendered":"\n<figure class=\"wp-block-table\"><table><tbody><tr><td>\u65bc1997\u5e74\u958b\u59cb\u63a8\u51fa\u7684 PowerAgent \u7cfb\u7d71\uff0c\u6210\u529f\u5354\u52a9\u8ca1\u52d9\u7b56\u5283\u9867\u554f\u6709\u6548\u5730\u8655\u7406\u65e5\u5e38\u4e8b\u52d9\uff0c\u63d0\u6607\u5c08\u696d\u670d\u52d9\u8cea\u7d20\u3002<br><br>Released since 1997, the PowerAgent System is packed with all the proven functions that support financial consultants in handling routine works effectively and efficiently.  <br><br>\u529f\u80fd\u5305\u62ec\uff1a<br>\u3002\u7ba1\u7406\u8a73\u7d30\u5ba2\u6236\u53ca\u4fdd\u55ae\u8cc7\u6599\uff0c\u4e00\u76ee\u4e86\u7136<br>\u3002\u9023\u7d50\u5176\u4ed6\u5bb6\u5ead\u6210\u54e1\u8cc7\u6599<br>\u3002\u751f\u65e5\u3001\u7d50\u5a5a\u9031\u5e74\u3001\u4fdd\u55ae\u9031\u5e74\u63d0\u793a <br>\u3002\u5099\u5fd8\u9304\u53ca\u8ddf\u9032\u4e8b\u9805\u63d0\u793a<br>\u3002\u5217\u5370\u90f5\u5bc4\u6a19\u7c64\u53ca\u4fe1\u5c01<br>\u3002\u6587\u4ef6\u6383\u63cf\u5132\u5b58\uff0c\u5feb\u901f\u67e5\u95b1<br>\u3002\u5feb\u901f\u8cc7\u6599\u67e5\u8a62\u53ca\u7d71\u8a08<br><br>Functions include:<br>\u3002Management of Clients information and portfolio. Intuitive presentation of information<br>\u3002Grouping of family members and provide family summary and analysis<br>\u3002Alert of Birthday, wedding anniversary and policy anniversary<br>\u3002Reminders and follow up <br>\u3002Printing envelope and letter with mail merge <br>\u3002Document management<br>\u3002Effective and flexible data query<br><br><\/td><\/tr><\/tbody><\/table><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>\u65bc1997\u5e74\u958b\u59cb\u63a8\u51fa\u7684 PowerAgent \u7cfb\u7d71\uff0c\u6210\u529f\u5354\u52a9\u8ca1\u52d9\u7b56\u5283\u9867\u554f\u6709\u6548\u5730\u8655\u7406\u65e5\u5e38\u4e8b\u52d9\uff0c\u63d0\u6607\u5c08\u696d\u670d\u52d9\u8cea\u7d20\u3002 Released since 1997, the PowerAgent System is packed with all the proven functions that support financial consultants in handling routine works effectively and efficiently. \u529f\u80fd\u5305\u62ec\uff1a\u3002\u7ba1\u7406\u8a73\u7d30\u5ba2\u6236\u53ca\u4fdd\u55ae\u8cc7\u6599\uff0c\u4e00\u76ee\u4e86\u7136\u3002\u9023\u7d50\u5176\u4ed6\u5bb6\u5ead\u6210\u54e1\u8cc7\u6599\u3002\u751f\u65e5\u3001\u7d50\u5a5a\u9031\u5e74\u3001\u4fdd\u55ae\u9031\u5e74\u63d0\u793a \u3002\u5099\u5fd8\u9304\u53ca\u8ddf\u9032\u4e8b\u9805\u63d0\u793a\u3002\u5217\u5370\u90f5\u5bc4\u6a19\u7c64\u53ca\u4fe1\u5c01\u3002\u6587\u4ef6\u6383\u63cf\u5132\u5b58\uff0c\u5feb\u901f\u67e5\u95b1\u3002\u5feb\u901f\u8cc7\u6599\u67e5\u8a62\u53ca\u7d71\u8a08 Functions include:\u3002Management of Clients information and portfolio. Intuitive presentation of information\u3002Grouping of family members and provide family summary and analysis\u3002Alert of Birthday, wedding anniversary and policy [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":[],"_links":{"self":[{"href":"https:\/\/www.davalgroup.com\/index.php?rest_route=\/wp\/v2\/pages\/9"}],"collection":[{"href":"https:\/\/www.davalgroup.com\/index.php?rest_route=\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.davalgroup.com\/index.php?rest_route=\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.davalgroup.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.davalgroup.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=9"}],"version-history":[{"count":5,"href":"https:\/\/www.davalgroup.com\/index.php?rest_route=\/wp\/v2\/pages\/9\/revisions"}],"predecessor-version":[{"id":151,"href":"https:\/\/www.davalgroup.com\/index.php?rest_route=\/wp\/v2\/pages\/9\/revisions\/151"}],"wp:attachment":[{"href":"https:\/\/www.davalgroup.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=9"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}