Data pushing method, device, equipment and storage medium

A technology of data and data pairs, applied in data processing applications, instruments, business, etc., can solve problems such as customer distress and negative customer impressions

Pending Publication Date: 2018-11-02
PING AN TECH (SHENZHEN) CO LTD
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  • Abstract
  • Description
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  • Application Information

AI Technical Summary

Problems solved by technology

In the renewal sales process, when the customer information is issued to the sales customer seat (hereinafter referred to as the seat), if the auto insurance expires for a long time, if the seat contacts the customer for sale

Method used

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  • Data pushing method, device, equipment and storage medium
  • Data pushing method, device, equipment and storage medium
  • Data pushing method, device, equipment and storage medium

Examples

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[0026] In order to make the objectives, technical solutions and advantages of the present invention clearer, the following further describes the present invention in detail with reference to the accompanying drawings and embodiments. It should be understood that the specific embodiments described herein are only used to explain the present invention, but not to limit the present invention.

[0027] For ease of understanding, please refer to figure 1 , The embodiment of the present invention provides a method for pushing data, and the method for pushing data includes:

[0028] Step S10. Obtain the customer's insurance participation data, and obtain the insurance expiration date from the insurance participation data.

[0029] In step S10, the insurance participation data refers to the relevant information involved when the customer participates in the insurance, such as the customer’s personal identity information, contact information, and insurance participation information. By retrie...

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Abstract

The invention relates to the technical field of the financial product marketing, and provides a data pushing method, device, equipment and storage medium. The data pushing method comprises the following steps: acquiring insured data of a customer, and acquiring insurance expiring date according to the insured data; judging the difference day between the current date and the insurance expiring dateachieves the preset marketing day; temporally storing the insured data of the customer when judging that the difference day between the current date and the insurance expiring date does not achieve the preset marketing day; and rating the customer willingness according to the insured data when judging that the difference day between the current date and the insurance expiring date achieves the preset marketing day. The judgment on the marketing time and the analysis on the customer willingness are realized, the customer can be instantly contacted to participate into the insurance, and the customer de-insurance risk is reduced; the conditions that the insurance is marketed when the insurance expiring date is a long time coming and the unnecessary trouble is caused for the customer are avoided, the purchasing willingness of the customer can be understood more accurately according to the insured data and the rating result, the marketing policy is adjusted, the centralized marketing is performed for the customer with high purchasing willingness, and the marketing efficiency is improved.

Description

Technical field [0001] The present invention relates to the technical field of financial product sales, in particular to a method, device, equipment and storage medium for pushing data. Background technique [0002] When the customer insurance is about to expire, the insurance company generally renews the contract with the customer some time in advance, and renews the insurance in advance to prevent the auto insurance from having a "window period" in order to prevent the customer from being out of insurance and causing unnecessary risks and losses. At present, insurance companies often use telephone marketing methods to renew auto insurance sales. During the renewal sales process, when the customer information is issued to the sales customer seat (hereinafter referred to as the seat), if the car insurance expires for a long time, if the agent contacts the customer for sales at this time, it will cause unnecessary trouble to the customer; at the same time; Repeated contact with s...

Claims

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Application Information

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IPC IPC(8): G06Q30/06G06Q40/08
CPCG06Q30/0631G06Q40/08
Inventor 蔡灵敏
Owner PING AN TECH (SHENZHEN) CO LTD
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