New contract insurance policy return visit method and apparatus, and storage medium
A technology of insurance policies and contracts, applied in business, equipment, finance, etc., can solve problems such as high labor costs, manual return visits and timeliness that cannot meet business requirements, etc., and achieve the effect of improving the timeliness of return visits
Active Publication Date: 2018-04-03
PING AN TECH (SHENZHEN) CO LTD
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Problems solved by technology
[0004] At present, new contract insurance policies are returned by manual return visits. However, with the increase in business volume, labor costs are getting higher and higher, and the manual return visits and timeliness can no longer meet business requirements.
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[0039] In order to make the technical problems, technical solutions and beneficial effects to be solved by the present invention clearer and clearer, the present invention will be further described in detail below in conjunction with the accompanying drawings and embodiments. It should be understood that the specific embodiments described here are only used to explain the present invention, not to limit the present invention.
[0040] like figure 1 Shown is an application environment diagram of a preferred embodiment of the new contract insurance policy return visit system 10 of the present invention.
[0041] figure 1 It includes multiple related systems within the enterprise, such as: core business system A, first system B, and second system C, and the multiple related systems communicate through the network 420 . In this embodiment, the first system B may be a telemarketing system of a certain financial service institution, such as the telemarketing system within a certai...
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The invention provides a new contract insurance policy return visit method and an apparatus, and a storage medium. The method comprises the following steps of according to a policy sending mode, setting an insurance policy type, and in various insurance policies, setting a first proportion of insurance policies to carry out manual return visit and a second proportion of insurance policies to carryout intelligent voice return visit; reading new contract insurance policies which are transacted in preset time from a core service system; determining types that the insurance policies belong to; calculating a first number of the insurance policies which need manual return visit and a second number of the insurance policies which need the intelligent voice return visit in various types of the new contract insurance policies; reading the first number of the insurance policies so as to distribute to a first system and reading the second number of insurance policies so as to distribute to a second system from the various types of the new contract insurance policies; and carrying out the manual return visit on the first number of the new contract insurance policies in the first system and carrying out intelligent voice return visit on the second number of the new contract insurance policies in the second system. The method is used to carry out distribution and management on a new contract insurance policy return visit service of an insurance mechanism, and return visit time efficiency of the new contract insurance policies is increased.
Description
technical field [0001] The invention relates to the technical field of policy return visits, in particular to a new contract policy return visit method, device and computer-readable storage medium. Background technique [0002] Insurance policies are generally divided into two types: renewal policy and new contract policy. Renewal policy refers to the insurance contract that the customer signs with the insurance company after the expiration of the previously signed policy. The new contract policy refers to the insurance contract that the customer signs with the insurance company for the first time. . [0003] At the request of the China Insurance Regulatory Commission, insurance companies need to conduct follow-up visits to policyholders of newly underwritten long-term insurance and one-year compensation-type personal medical insurance. The insurance company inquires about the important content of the insurance contract to ensure that the customer fully understands the rele...
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IPC IPC(8): G06Q10/06G06Q30/00G06Q40/08
CPCG06Q10/06311G06Q30/016G06Q40/08
Inventor 张政
Owner PING AN TECH (SHENZHEN) CO LTD