New contract policy return visit method, device and storage medium
A technology of insurance policies and contracts, applied in data processing applications, finance, instruments, etc., can solve problems such as high labor costs, manual return visits, and timeliness that cannot meet business requirements, and achieve the effect of improving the timeliness of return visits
Active Publication Date: 2021-07-13
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] Such as 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 cer...
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The present invention proposes a return visit method, device and storage medium for a new contract insurance policy. The method includes: setting the policy category according to the delivery method, setting the first proportion of policies in various types of policies for manual return visits, and the second proportion of policies for intelligent Voice return visit; read the new contract insurance policy that has been concluded within a preset time from the core business system; determine the category of the policy; calculate the first number of policies that require manual return visits among various new contract insurance policies, and the policies that require intelligent voice return visits the second quantity of insurance policies of various types of new contracts; read the policies of the first quantity and distribute them to the first system; read the policies of the second quantity and distribute them to the second system; and Carry out manual return visits to the new contract insurance policies of the second system, and carry out intelligent voice return visits to the second number of new contract insurance policies in the second system. The method allocates and manages the return visit business of the new contract insurance policy of the insurance institution, and improves the timeliness of the return visit of the new contract insurance policy.
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