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Special agreement configuring method and system

A configuration method and configuration system technology, applied in the insurance field, can solve problems such as low efficiency of manual configuration work, and achieve the effects of improving user experience, improving configuration efficiency, and reducing workload

Inactive Publication Date: 2018-10-16
PING AN TECH (SHENZHEN) CO LTD
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  • Summary
  • Abstract
  • Description
  • Claims
  • Application Information

AI Technical Summary

Problems solved by technology

[0004] The main purpose of the present invention is to provide a special appointment configuration method and system, aiming to solve the technical problem of low efficiency in manual configuration of special appointments

Method used

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  • Special agreement configuring method and system
  • Special agreement configuring method and system
  • Special agreement configuring method and system

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Embodiment Construction

[0040] It should be understood that the specific embodiments described here are only used to explain the present invention, not to limit the present invention.

[0041] refer to figure 1 , the first embodiment of the special appointment configuration method of the present invention provides a special appointment configuration method, the special appointment configuration method includes:

[0042] Step S10 , when receiving the input quotation inquiry instruction, obtain quotation inquiry parameters according to the quotation inquiry instruction.

[0043] When the present invention is applied to inquiring about quotations, it can automatically search for matching special agreements and bring them out to the quotation list. Because in the prior art, the special agreement is entered manually according to each quotation, the present invention saves a lot of human resources, and avoids the special agreement of the insurance policy from being missed artificially, causing losses to c...

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PUM

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Abstract

The invention discloses a special agreement configuring method. The method comprises the steps of: when receiving an input quotation inquiring instruction, acquiring quotation inquiring parameters according to the quotation inquiring instruction; correspondingly configuring a quotation sheet according to the quotation inquiring parameters; and acquiring special agreements corresponding to the quotation inquiring parameters according to pre-configured agreement information; and configuring the special agreements into the quotation sheet. The invention also discloses a special agreement configuring system. By means of the method disclosed by the invention, the automatic configuration of the special agreements in the quotation sheet is realized and the configuration efficiency of the specialagreements is improved.

Description

technical field [0001] The present invention relates to the technical field of insurance, in particular to a special agreement configuration method and system. Background technique [0002] A special agreement in the insurance business is an additional special agreement or clause agreed upon by the policyholder and the insurance company. At present, when issuing quotations, the staff usually inquires whether there are special agreements based on the insurance type and institution purchased by the insured, and then adds the found special agreements to the quotation of the insured. [0003] Since each quotation requires manual labor to spend a lot of time on specially agreed configurations, the workload is heavy and the efficiency is low, which seriously wastes the time and energy of the staff. Moreover, there may be omissions in the special agreement of manual allocation, which will cause losses to the insurance company. Contents of the invention [0004] The main purpose...

Claims

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Application Information

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IPC IPC(8): G06Q40/08
CPCG06Q40/08
Inventor 凌剑姜云鹏吴海波马向东丁杰
Owner PING AN TECH (SHENZHEN) CO LTD