Electronic realization method, device and storage medium of an insurance business letter document

An implementation method and electronic technology, applied in word processing, electronic digital data processing, instruments, etc., can solve the problems of low efficiency and high cost, and achieve the effect of saving cost and improving customer service efficiency.

Active Publication Date: 2020-12-01
CHINA PING AN LIFE INSURANCE CO LTD
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  • Claims
  • Application Information

AI Technical Summary

Problems solved by technology

[0008] In view of the deficiencies of the prior art above, the purpose of this application is to provide a method, device and storage medium for electronically implementing insurance business documents, aiming at solving the problem of using paper business documents for customer confirmation in the prior art. High cost and inefficiency in the sell-back process

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  • Electronic realization method, device and storage medium of an insurance business letter document
  • Electronic realization method, device and storage medium of an insurance business letter document
  • Electronic realization method, device and storage medium of an insurance business letter document

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Embodiment Construction

[0060] This application provides an electronic realization method, equipment and storage medium of insurance business letter documents. In order to make the purpose, technical solution and effect of this application clearer and more definite, the following describes this application in detail with reference to the accompanying drawings and examples. It should be understood that the specific embodiments described here are only used to explain the present application, not to limit the present application.

[0061] see figure 1 , is a flow chart of a preferred embodiment of the electronic realization method of the insurance business letter document described in this application. Such as figure 1 As shown, the electronic realization method of the insurance business letter file includes the following steps:

[0062] Step S100, detecting whether a business letter file acquisition request is received, and if a business letter file acquisition request is detected, the business lette...

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PUM

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Abstract

The invention provides an electronization implementation method and equipment of insurance business letter files as well as a storage medium. The method comprises steps as follows: whether a businessletter file acquisition request is received is detected, and if the business letter file acquisition request is detected, a business letter file is sent to a corresponding client; feedback information, corresponding to the business letter file, sent by the client is received, a preset business letter file template is filled with the feedback information, and the business letter file template is converted into a file in a required format; the file in the required format and a prestored return file corresponding to the file in the required format are sent to the corresponding client; when the electronic signature confirmed file in the required format is detected to be added and the electronic signature confirmed return file is detected to be added, a case corresponding to the business letterfiles is cancelled. Electronization of the business letter files is realized, printing of paper business letter files is not required, a large amount of cost is saved, a user can check and sign in the files on an APP client, automatic cancelling can be completed after signature, and the service efficiency is improved.

Description

technical field [0001] The present application relates to the technical field of electronic documents, in particular to an electronic realization method, equipment and storage medium of insurance business letter documents. Background technique [0002] An insurance policy (referred to as a policy) is a formal written proof that an insurance company has entered into an insurance contract with the insured. The insured can also be called the customer of the insurance company. Before the policy is generated, the insurance company will underwrite the insurance information provided by the customer. If a problem is found during the underwriting process, the insurance company will send a paper letter to the customer or business personnel. After the customer or business personnel fills in the relevant information in the paper letter, it will be returned to the insurance company. The insurance company will respond to the customer or business personnel. The information filled in by t...

Claims

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Application Information

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Patent Type & Authority Patents(China)
IPC IPC(8): G06F16/178G06F40/18G06F21/33G06Q40/08
CPCG06F21/33G06Q40/08G06F16/1794G06F40/18
Inventor 梁绍宝
Owner CHINA PING AN LIFE INSURANCE CO LTD
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