Method, system and equipment for intelligently formulating sales performance plan of insurance agent

Abstract

The invention discloses a method for intelligently formulating a sales performance plan of an insurance agent. The method comprises the following steps: constructing an insurance product classifier model; collecting data of salespersons and customer data of the salespersons, inputting the data and the customer data into the insurance product classifier model, predicting whether the data and the customer data are met or not, if yes, allocating the product once, and excluding customer resources; continuing to input the data of the next customer until the maximum number of the products which can be distributed to the salesman is calculated; circulating the decision-making tree model of the next product, and continuing to distribute until the calculation of the saleable product list of all salespersons and the maximum number of sold products of the product is completed; and matching the sales plan indexes, and outputting an insurance agent sales performance plan.

Description

technical field [0001] The invention relates to the field of artificial intelligence, in particular to a method, system and equipment for intelligently formulating sales performance plans for insurance agents. Background technique [0002] In recent years, artificial intelligence has achieved rapid development in terms of data, algorithms, and computing power, ushering in a new round of development under the background of the digital transformation of the global economy. The influence of this wave of artificial intelligence is far greater than before, and the most notable feature is that the influence has spread from the professional field to the popular field. [0003] At present, the performance plan of the insurance company is based on the sales data of the previous year combined with the market development plan of this year, and the sales plan is set after formulating the overall sales target. The plan includes the number of sales of various insurance products that each ...

AI Technical Summary

Problems solved by technology

[0005] The distribution of sales staff's performance plan is a relatively difficult thing for insurance companies at present. Often the distribution of sales plans is irregular and highly arbitrary. After the annual plan is formulated, the plan assigned to the individual is determined by the sales department. Leaders assign tasks based on experience, and often the assigned tasks are not directly related to the ability of the sales staff and the success rate of sales tasks. Moreover, the distribution efficiency is low, and it is easy to make calculation errors, which leads to the expansion of business risks and makes it difficult to guarantee the achievement of assigned tasks. , so in view of this situation, an intelligent method is needed to reasonably assign tasks to specific executors, so that the implementation of the plan is more guaranteed, and the implementation of the plan is smoother

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