122. Construction of Agency Portal
The agency does not operate on "distribution." We will integrate projects, materials, prices, and applications into a portal to create a reproducible system for agency sales.
The reason sales are not increasing despite having a network of agents is that the agents do not have the "movable information and procedures." They do not receive the latest materials, prices and conditions are unclear, the handover of inquiries is chaotic, and applications are personalized through email. As these frictions accumulate, agents lower their priorities, and opportunities get buried. In this service, we will build an agent portal that consolidates necessary information, procedures, communications, and project management in one place for agents. It is not just a membership site, but rather a **"pathway where projects are created, processed, and sales increase,"** designed with authority, document database, application flow, notifications, history, and KPIs. ■ Provided Content (3 Points) 1. Construction of the agent portal (members, authority, documents, notifications) 2. Business flow design (applications, project registration, estimate requests, support) 3. Operation/headquarters collaboration design (approvals, version management, logs, KPIs) Deliverables: Complete agent portal (site + management + operational design) *First, please tell us the "actions you want agents to take (project registration/estimate requests/document distribution/applications)." We will narrow down the functions and build it as quickly as possible.*
- Company:アンドワン 本社、東京支社、川崎営業所
- Price:Other