Insurance policy distribution method and device, medium and electronic equipment

A distribution method and policy technology, applied in the fields of instruments, finance, data processing applications, etc., can solve problems such as customer conflicts, company losses, and impact on company profits, and achieve the effect of improving willingness, improving company profits, and avoiding customer conflicts

Inactive Publication Date: 2019-05-10
TAIKANG LIFE INSURANCE CO LTD
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Problems solved by technology

Per capita insurance penetration is an important indicator to measure a country's insurance development level. Although the speed of China's insurance industry has slowed down, the per capita insurance penetration is relatively low
At the same time, insurance sales practitioners are characterized by strong mobility. Due to the resignation of the marketing business, a large number of customers will pass away and insurance policies will b

Method used

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  • Insurance policy distribution method and device, medium and electronic equipment
  • Insurance policy distribution method and device, medium and electronic equipment
  • Insurance policy distribution method and device, medium and electronic equipment

Examples

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Embodiment Construction

[0037] Example embodiments will now be described more fully with reference to the accompanying drawings. Example embodiments may, however, be embodied in many forms and should not be construed as limited to the examples set forth herein; rather, these embodiments are provided so that this disclosure will be thorough and complete and fully convey the concept of example embodiments to those skilled in the art.

[0038] Furthermore, the described features, structures, or characteristics may be combined in any suitable manner in one or more embodiments. In the following description, numerous specific details are provided in order to give a thorough understanding of embodiments of the invention. However, those skilled in the art will appreciate that the technical solutions of the present invention may be practiced without one or more of the specific details, or other methods, components, means, steps, etc. may be employed. In other instances, well-known methods, apparatus, implem...

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Abstract

The invention provides an insurance policy distribution method, and the method comprises the steps: obtaining the information of a client which is a client responsible for an insurance salesman in a demission state; determining all insurance policies of the client according to the information of the client; Extracting the insurance policy responsible for the insurance salesman in the demission state from all insurance policies; according to the organization structure of the organization where the insurance salesman in the demission state is located, obtaining the insurance salesman; distributing the insurance policy responsible for the insurance salesman in the demission state to the insurance salesman which is associated with the insurance salesman and is in the on-duty state, In this way, the client insurance policies are distributed, the situation that different insurance policies of one client are distributed to different insurance salesmen is effectively avoided, the situation that negative effects are caused to client conflicts and even to client experience is avoided, the willingness of the client to pay insurance premium and the efficiency of redevelopment are improved, andtherefore company profits are improved.

Description

technical field [0001] The present invention relates to the technical field of insurance policy distribution, in particular, to a policy distribution method, device, medium and electronic equipment. Background technique [0002] The insurance industry refers to a sales-oriented industry. As the development of China's insurance industry slows down, it is very important to dig deeper into incremental customers. Per capita insurance penetration is an important indicator to measure a country's insurance development level. Although China's insurance industry is slowing down, the per capita insurance penetration is relatively low. At the same time, insurance sales practitioners are characterized by strong mobility. Due to the resignation of the marketing business, a large number of customers will be lost and insurance policies will become invalid, causing heavy losses to the company. The disorderly allocation of customer resources left by the sales staff often leads to the alloca...

Claims

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Application Information

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IPC IPC(8): G06Q10/06G06Q40/08
Inventor 杨旺明
Owner TAIKANG LIFE INSURANCE CO LTD
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