Insurance policy trial quotation method and device

A technology of insurance policies and insurance types, applied in the field of financial services, it can solve problems such as low processing efficiency, salesman's conversion rate of orders and adverse effects on customer experience, and achieve the effect of improving processing efficiency

Inactive Publication Date: 2018-07-06
PING AN TECH (SHENZHEN) CO LTD
View PDF5 Cites 9 Cited by
  • Summary
  • Abstract
  • Description
  • Claims
  • Application Information

AI Technical Summary

Problems solved by technology

It can be seen that the existing trial quotation process is inefficient, and it is easy to have a negative impact on the salesman's order conversion rate and customer experience

Method used

the structure of the environmentally friendly knitted fabric provided by the present invention; figure 2 Flow chart of the yarn wrapping machine for environmentally friendly knitted fabrics and storage devices; image 3 Is the parameter map of the yarn covering machine
View more

Image

Smart Image Click on the blue labels to locate them in the text.
Viewing Examples
Smart Image
  • Insurance policy trial quotation method and device
  • Insurance policy trial quotation method and device
  • Insurance policy trial quotation method and device

Examples

Experimental program
Comparison scheme
Effect test

Embodiment Construction

[0030] The embodiment of the present invention provides a trial quotation method and device for an insurance policy, which are used to solve the problem of low processing efficiency in the existing trial quotation process.

[0031] In order to make the purpose, features and advantages of the present invention more obvious and understandable, the technical solutions in the embodiments of the present invention will be clearly and completely described below with reference to the accompanying drawings in the embodiments of the present invention. Obviously, the following The described embodiments are only some, but not all, embodiments of the present invention. Based on the embodiments of the present invention, all other embodiments obtained by those of ordinary skill in the art without creative efforts shall fall within the protection scope of the present invention.

[0032] see figure 1 , an embodiment of a trial quotation method for an insurance policy in the embodiment of the ...

the structure of the environmentally friendly knitted fabric provided by the present invention; figure 2 Flow chart of the yarn wrapping machine for environmentally friendly knitted fabrics and storage devices; image 3 Is the parameter map of the yarn covering machine
Login to view more

PUM

No PUM Login to view more

Abstract

The embodiment of the invention discloses an insurance policy trial quotation method, and is used for solving the problem of low processing efficiency of the present trial quotation process. The method comprises the steps that the valid certificate of the target customer is scanned through scanning equipment and the identity symbol of the target customer is acquired; the customer information of the target customer is acquired from a networked database according to the identity symbol; the customer information is matched with each on-sale insurance type so as to obtain the successfully matchedinsurance type schemes; the corresponding quotation schemes of the insurance type schemes are calculated according to the customer information and the successfully matched insurance type schemes; andthe successfully matched insurance type schemes and the quotation schemes are displayed to the target customer according to the preset mode. The embodiment of the invention also provides an insurancepolicy trial quotation device.

Description

technical field [0001] The present invention relates to the field of financial services, in particular to a method and device for trial quotation of insurance policies. Background technique [0002] In the insurance industry, trial quotation refers to the process in which the salesperson provides one or more insurance schemes and the quotation of each insurance scheme to the customer for selection according to the customer information after obtaining the customer information. Customers can choose a satisfactory plan from the quotation results of the trial quotation to apply for insurance, so as to help the salesman to achieve this insurance sale business. [0003] At present, in most of the trial quotation process, the salesman needs to enter a large amount of customer information in the system, and then submit the customer information to the staff in the background of the system to screen the insurance types and manually calculate the preliminary premium, and then give the ...

Claims

the structure of the environmentally friendly knitted fabric provided by the present invention; figure 2 Flow chart of the yarn wrapping machine for environmentally friendly knitted fabrics and storage devices; image 3 Is the parameter map of the yarn covering machine
Login to view more

Application Information

Patent Timeline
no application Login to view more
Patent Type & Authority Applications(China)
IPC IPC(8): G06Q40/08G06Q30/02
CPCG06Q30/0283G06Q40/08
Inventor 吴思佳
Owner PING AN TECH (SHENZHEN) CO LTD
Who we serve
  • R&D Engineer
  • R&D Manager
  • IP Professional
Why Eureka
  • Industry Leading Data Capabilities
  • Powerful AI technology
  • Patent DNA Extraction
Social media
Try Eureka
PatSnap group products

Browse by: Latest US Patents, China's latest patents, Technical Efficacy Thesaurus, Application Domain, Technology Topic.

© 2024 PatSnap. All rights reserved.Legal|Privacy policy|Modern Slavery Act Transparency Statement|Sitemap