Order splitting method, device, medium and electronic device for preserving work order

Abstract

The invention provides an order splitting method, a device, a medium and an electronic device of a preservation work order. The method comprises the following steps: receiving a preservation work order sent by an accepting end; at least recording an insurance policy identification of a target insurance policy in the preservation work order; Acquiring data content of the target policy under a specified split latitude according to the policy identification, and designating the split latitude as a pre-configured data item for the split policy; Taking the data content as the filtering condition, and obtaining the historical preservation data of the operators who meet the filtering condition; Select the optimal salesperson from the salesperson according to the preset rules based on the salesperson's historical preservation data, and send the preservation order to the personal agent pool of the optimal salesperson. Based on the invention, the preservation work order can be automatically distributed to the personal agent pool of the optimal salesman, and the preservation extreme operation of manual pick-up is solved, thereby ensuring the preservation timeliness of the preservation work order and improving the customer satisfaction.

Description

technical field [0001] The present invention relates to the technical field of security operations, and more specifically, to a method, device, medium and electronic equipment for dividing security work orders. Background technique [0002] As a guarantee mechanism, insurance has been integrated into people's daily life, and different types of insurance can provide customers with different guarantees. In order to maintain customers, insurance companies usually arrange salesmen to handle the preservation work orders submitted by customers for a certain policy, such as changing contacts. [0003] In the traditional preservation operation mode, the salesman selects the preservation work order from the public agency pool for processing. However, since the functions and process operations of preservation work orders are different in difficulty, complex and difficult-to-operate preservation work orders are often selected and completed last, resulting in polarized preservation tim...

AI Technical Summary

Problems solved by technology

[0004] In view of this, the present invention provides a method, device, medium, and electronic equipment for dividing orders of preservation work orders, so as to solve the problem of polarization of preservation timeliness when processing preservation work orders in traditional preservation operation modes

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