Insurance sale real-time monitoring method, apparatus and device, and storage medium

A real-time monitoring and table technology, applied in the field of equipment and storage media, devices, and insurance sales real-time monitoring methods, can solve problems such as affecting the real-time performance of the sales monitoring process, affecting the judgment and timely adjustment of sales strategies, and wasting agent time.

Active Publication Date: 2018-11-06
PING AN TECH (SHENZHEN) CO LTD
View PDF9 Cites 7 Cited by
  • Summary
  • Abstract
  • Description
  • Claims
  • Application Information

AI Technical Summary

Problems solved by technology

During the sales process, the agent will manually record business data; although it is aimed at different customers and different businesses, there will be a large number of repeated or similar conversations in the process of each sale; Recording, this will waste the

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 sale real-time monitoring method, apparatus and device, and storage medium
  • Insurance sale real-time monitoring method, apparatus and device, and storage medium
  • Insurance sale real-time monitoring method, apparatus and device, and storage medium

Examples

Experimental program
Comparison scheme
Effect test

Embodiment Construction

[0028] In order to make the object, technical solution and advantages of the present invention 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.

[0029] The insurance sales real-time monitoring method provided by this application can be applied in such as figure 1 In the application environment of , among them, computer equipment / terminal equipment / mobile phone / landline communicate with the server through the network. Among them, computer equipment / terminal equipment / mobile phone / landline can be but not limited to various personal computers, notebook computers, smart phones, tablet computers and portable wearable devices. The server can be implemented by an independent server or a server cluster composed of multiple servers.

[0030] Such ...

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 invention relates to the technical field of financial product sale, and provides an insurance sale real-time monitoring method, apparatus and device, and storage medium. The insurance sale real-time monitoring method comprises the steps of, when an incoming call of a client terminal is connected, playing preset voice information to the client terminal; according to a service type selected by the client terminal based on the preset voice information, connecting an agent client corresponding to the service type, and sending a service table to the agent client; obtaining a voice call record between the agent client and the client terminal, converting the voice call record into a word record, and carrying out content filling on the service table on the basis of the word record to obtain atarget service table; and generating an index list according to the target service table, generating a sale performance file according to the index list and reporting the sale performance file to a monitoring end. According to the insurance sale real-time monitoring method, apparatus and device, automatic recording of sale information in a sale process is achieved, so that the sale statistics delay time is shortened; and the sale situation can be fed back to management personnel in real time, so that the management personnel can judge and timely adjust a sale strategy.

Description

technical field [0001] The invention relates to the technical field of financial product sales, in particular to a method, device, equipment and storage medium for real-time monitoring of insurance sales. Background technique [0002] At present, agents use remote sales to complete business consultation or achieve business sales, accounting for an increasing proportion. During the sales process, the agent will manually record business data; although it is aimed at different customers and different businesses, there will be a large number of repeated or similar conversations in the process of each sale; Recording, this will waste the time of the agent; it will also delay the sales statistics time, which affects the real-time performance of the sales monitoring process, cannot reflect the sales situation in real time, and affects the judgment and timely adjustment of sales strategies. Contents of the invention [0003] The purpose of the present invention is to provide a re...

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
IPC IPC(8): G06Q10/06G06Q40/08H04M3/42H04M3/51
CPCH04M3/42221H04M3/51G06Q10/06393G06Q40/08
Inventor 蔡灵敏
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