Intelligent remote underwriting platform

Abstract

The invention discloses an intelligent remote underwriting platform. The platform comprises an underwriting system center server side, a network bus and a remote underwriting terminal, wherein the underwriting system center server side is connected with the remote underwriting terminal through the network bus; the underwriting system center server side comprises a center data input device, a center data output device and an underwriting center server, and the underwriting center server, the center data input device and the center data output device are all connected with the network bus; the remote underwriting terminal comprises a data transceiver and a data processor which are mutually connected, and the data transceiver is connected with the network bus. With the adoption of the intelligent remote underwriting platform, underwriting workers of an insurance company can perform remote operation, rules and other data in the underwriting center server are retrieved, and inquiry and underwriting are facilitated; the underwriting workers can process various data acquired on site and send the data to the underwriting center server remotely; the intelligent remote underwriting platform can be widely used in the field of life insurance.

Description

technical field [0001] The invention relates to an underwriting platform in the field of insurance underwriting, in particular to a remote intelligent underwriting platform. Background technique [0002] At present, when insurance business personnel sell insurance and underwrite insurance outside the outlets, they need to hold the insurance manual and operate according to the terms in the manual. Due to the numerous underwriting rules included in the insurance brochure, it is very inconvenient to inquire; and the insurance brochure is often unable to update the underwriting rules in time due to issues such as the printing cycle, and it is necessary to contact the staff of the business outlets to inquire, due to poor information communication Or information understanding or misrepresentation, resulting in on-site underwriting errors; different business personnel have different understandings of the underwriting terms and operating methods, resulting in non-standardized underw...

AI Technical Summary

Problems solved by technology

Due to the numerous underwriting rules included in the insurance brochure, it is very inconvenient to inquire; and the insurance brochure is often unable to update the underwriting rules in time due to problems such as the printing cycle, and it is necessary to contact the staff of the business network for inquiries, due to poor information communication Or information understanding or misrepresentation, resulting in on-site underwriting errors; different business personnel have different understandings of the underwriting terms and operating methods, resulting in unstandardized underwriting work; Most of them are manually entered by the salesman, and the insurer and the insured personnel cannot make corrections in time, which will cause losses to the insurer and affect the reputation of the insurance company.

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