Individual insurance sales method and device, electronic equipment and computer readable storage medium

An electronic device and electronic signature technology, applied in computing, instruments, finance, etc., can solve the problems that the insurance time affects the customer's insurance experience, improve the actual effect, and the customer's time is long, so as to achieve the effect of improving the insurance experience

Pending Publication Date: 2019-05-31
CHINA PING AN LIFE INSURANCE CO LTD
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  • Summary
  • Abstract
  • Description
  • Claims
  • Application Information

AI Technical Summary

Problems solved by technology

Under the existing process, the above links are difficult to omit and each link takes a certain amount of time to complete. It takes a long time for the customer to receive the insurance policy from sending out the insurance intention and it is difficult to greatly improve the actual effect
Therefore, the traditional marketing model affects the customer's insurance experience due to the long insurance period

Method used

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  • Individual insurance sales method and device, electronic equipment and computer readable storage medium
  • Individual insurance sales method and device, electronic equipment and computer readable storage medium
  • Individual insurance sales method and device, electronic equipment and computer readable storage medium

Examples

Experimental program
Comparison scheme
Effect test

Embodiment 1

[0052] figure 1 It is a schematic diagram of the application environment of the personal insurance sales method of the present invention.

[0053] refer to figure 1 As shown, the individual insurance sales method is applied to the electronic device 1 . The electronic device 1 is connected to a server 3 through a network 2 . Wherein, the network 2 may be a wired network or a wireless network, such as radio, wireless fidelity (Wireless Fidelity, WIFI), cellular, satellite, broadcast, and the like. In one embodiment, the electronic device 1 may be a notebook computer, a desktop computer, a tablet computer, a mobile phone or the like. The server 3 may be a server group or a cloud server.

[0054] figure 2 It is a flowchart of an embodiment of the personal insurance sales method of the present invention. According to different requirements, the order of the steps in the flowchart can be changed, and some steps can be omitted.

[0055] refer to figure 2 As shown, the indiv...

Embodiment 2

[0099] Figure 6 It is a structural diagram of a preferred embodiment of the personal insurance sales device 60 of the present invention.

[0100] In some embodiments, the personal insurance sales device 60 runs in an electronic device. The individual insurance sales device 60 may include a plurality of functional modules composed of program code segments. The program codes of each program segment in the individual insurance sales device 60 can be stored in a memory, and executed by at least one processor to execute the function of individual insurance sales.

[0101] In this embodiment, the personal insurance sales device 60 can be divided into multiple functional modules according to the functions it performs. refer to Figure 6 As shown, the personal insurance sales device 60 may include a product introduction module 601, a customer information acquisition module 602, an insurance type acquisition module 603, an agreement file generation module 604, a verification module...

Embodiment 3

[0131] Figure 7 It is a schematic diagram of a preferred embodiment of the electronic device 1 of the present invention.

[0132] The electronic device 1 includes a memory 71 , a processor 72 and a computer program 73 stored in the memory 71 and executable on the processor 72 . When the processor 72 executes the computer program 73, it realizes the steps in the above embodiment of the personal insurance sales method, for example figure 2 Steps S201 to S208 are shown. Alternatively, when the processor 72 executes the computer program 73, it realizes the functions of each module / unit in the embodiment of the individual insurance sales device, for example Figure 6 Modules 601-608 in .

[0133] Exemplarily, the computer program 73 can be divided into one or more modules / units, and the one or more modules / units are stored in the memory 71 and executed by the processor 72 to complete this invention. The one or more modules / units may be a series of computer program instructio...

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PUM

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Abstract

The invention relates to the field of financial sales service, in particular to an insurance sales method and device, electronic equipment and a computer readable storage medium. The method comprisesthe following steps: receiving client information input by aiming at a client data page and storing the client information; Receiving a confirmation instruction input by aiming at the product selection interface and used for selecting and purchasing insurance type products, and displaying a plurality of main insurance options matched with the client information on the product selection page according to the client information; Generating an insurance protocol file according to the client information and an insurance type product corresponding to the confirmation instruction; Checking the insurance protocol file and outputting a checking result; When the verification result of the insurance protocol file is passed, obtaining electronic signature information of a salesman on the insurance protocol file and signature information of a client corresponding to the client information; And displaying the insurance premium to be paid on the charging interface. The invention can improve the userinsuring experience.

Description

technical field [0001] The present invention relates to the field of financial sales services, in particular to an individual insurance sales method, device, electronic equipment and computer-readable storage medium. Background technique [0002] Existing insurance usually needs to go through steps such as establishing the intention to apply for insurance, filling out the insurance application form, submitting the documents, preliminary examination, deducting the payment, taking effect, printing the policy, and delivering the policy. Under the existing process, the above links are difficult to omit and each link takes a certain amount of time to complete. It takes a long time for the customer to receive the insurance policy from sending out the insurance intention and it is difficult to greatly improve the actual effect. Therefore, the traditional marketing model affects the customer's insurance experience due to the long insurance period. Contents of the invention [000...

Claims

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Application Information

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Patent Type & Authority Applications(China)
IPC IPC(8): G06Q40/08
Inventor 陈琳谢海丁艳阳
Owner CHINA PING AN LIFE INSURANCE CO LTD
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