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Insurance transaction method and device

A transaction and solution technology, applied in the field of communication, can solve the problems of increasing time cost, cumbersome operation steps, poor user experience, etc., and achieve the effect of improving efficiency, simplifying operation, and increasing the degree of promotion

Inactive Publication Date: 2018-01-09
新智云数据服务有限公司
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  • Summary
  • Abstract
  • Description
  • Claims
  • Application Information

AI Technical Summary

Problems solved by technology

[0007] However, in this way, users are required to input all user information one by one during the insurance transaction process, and the operation steps are cumbersome, which reduces the efficiency of insurance transactions, increases time costs, and poor user experience

Method used

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  • Insurance transaction method and device

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Embodiment Construction

[0054] The technical solutions in the embodiments of the present application will be clearly and completely described below in conjunction with the accompanying drawings in the embodiments of the present application. Obviously, the described embodiments are only some of the embodiments of the present application, not all of them. Based on the embodiments of the present application, all other embodiments obtained by persons of ordinary skill in the art without creative efforts fall within the protection scope of the present application.

[0055] In order to improve the efficiency of insurance transactions, simplify the operation steps of insurance transactions, and save time and cost. In the embodiment of the present application, a method of insurance transaction is designed. The method is to determine whether the gas service requested by the user is completed, ask the user whether to conduct an insurance transaction, and obtain the stored information locally when determining th...

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Abstract

The application embodiment discloses an insurance transaction method and device; the method comprises the following steps: processing a gas business according to a user gas business indication; finishprocessing the gas business, and displaying an insurance transaction page for the user, wherein the insurance transaction page is used for querying the user whether to conduct the insurance transaction or not; obtaining a user assigned insurance scheme if the user determines to conduct the insurance transaction; forming an insurance order according to the obtained business personnel identity information and the insurance scheme, and finishing the insurance transaction. The method can promote insurance businesses for the users requesting gas businesses, and can directly obtain local user information when executing the insurance business transaction process flow, thus improving the insurance business popularization level, simplifying the insurance transaction operations, greatly improving the insurance transaction efficiency, and ensuring the user insurance transaction user experiences.

Description

technical field [0001] The present application relates to the technical field of communications, and in particular to a method and device for insurance transactions. Background technique [0002] With the development of Internet technology, in order to improve the efficiency of insurance sales, save time and cost, and simplify the cumbersome operations of insurance transactions due to excessive procedures and documents, more and more insurance salespersons conduct insurance transactions with users through communication sales. . [0003] Under the existing technology, the insurance transaction through communication sales mainly adopts the following methods: [0004] The first way is: the insurance salesperson communicates with the user on the insurance business and submits the insurance order through the phone to complete the insurance transaction. Wherein, the insurance salesperson records the voice of the telephone communication as the insurance sales certificate during t...

Claims

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Application Information

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Patent Type & Authority Applications(China)
IPC IPC(8): G06Q30/06G06Q40/08
Inventor 吴艳溪温雅静
Owner 新智云数据服务有限公司