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Insurance scheme matching method, system and related device

A matching method and scheme technology, applied in the field of insurance services, can solve problems such as inability to guide customers to quickly and accurately purchase insurance, and achieve the effect of easy understanding

Pending Publication Date: 2020-05-22
徐德文
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  • Summary
  • Abstract
  • Description
  • Claims
  • Application Information

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Problems solved by technology

[0004] However, the existing self-service insurance business methods cannot guide customers to quickly and accurately choose suitable insurance.

Method used

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  • Insurance scheme matching method, system and related device
  • Insurance scheme matching method, system and related device
  • Insurance scheme matching method, system and related device

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Embodiment Construction

[0037] In order to enable those skilled in the art to better understand the solutions of the present invention, the following will clearly and completely describe the technical solutions in the embodiments of the present invention in conjunction with the drawings in the embodiments of the present invention. Obviously, the described embodiments are only It is an embodiment of a part of the present invention, but not all embodiments. Based on the embodiments of the present invention, all other embodiments obtained by persons of ordinary skill in the art without making creative efforts shall fall within the protection scope of the present invention.

[0038] The terms "first", "second", "third" and the like in the description and claims of the present invention and the above drawings are used to distinguish different objects, rather than to describe a specific order. Furthermore, the terms "include" and "have", as well as any variations thereof, are intended to cover a non-exclus...

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Abstract

The invention discloses an insurance scheme matching method, a system and a related device. The method comprises the following steps: acquiring demand information submitted by a user through a user terminal, publishing the demand information to a plurality of insurance agents, and receiving at least one insurance scheme submitted by at least one insurance agent through an agent terminal; and simplifying the at least one insurance scheme, forming a comparison page and pushing same to the user terminal, and the comparison page comprises simplified content of the at least one insurance scheme, sothat a user can compare and select the simplified content conveniently. According to the scheme of the invention, multiple insurance schemes are combined to generate the comparison page for the userto compare, and instead of all contents, the simplified content of the insurance scheme is displayed in the comparison page, so that a client can be helped to quickly and accurately select and purchase proper insurance.

Description

technical field [0001] The invention relates to the technical field of insurance services, in particular to an insurance plan matching method, system and related devices. Background technique [0002] In recent years, the insurance business has achieved rapid development. With the increasing number of insurance types, how to help customers quickly and accurately purchase suitable insurance has become a problem that insurance service agencies / personnel need to solve. [0003] Some insurance service organizations have launched the service of self-service insurance purchase. By providing self-service equipment or dedicated terminals, it is convenient for customers to input information, and through communication with the remote service background, the transaction is completed. For example, the Chinese patent whose publication number is "CN102930654B" discloses a method for self-service insurance business. [0004] However, the existing self-service insurance business methods c...

Claims

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Application Information

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Patent Type & Authority Applications(China)
IPC IPC(8): G06Q10/06G06Q40/08
CPCG06Q10/0637G06Q40/08
Inventor 徐德文
Owner 徐德文
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