Insurance practitioners training platform and training methods

Abstract

An insurance practitioner training platform, the training platform includes: an input module, the input module is used to input the current business level and basic information of each insurance practitioner into the server and store them; a calculation module, the calculation module is used to calculate and formulate each insurance practitioner training plan based on the current business level and basic information of each insurance practitioner; a verification module, the verification module is used to secondary verify the information of the insurance practitioner so that the insurance practitioner training plan is transmitted to the insurance practitioner host computer; a transmission module, the transmission module is used to perform a transmission operation to transmit the insurance practitioner training plan; an evaluation module, the evaluation module is used to quantitatively evaluate the business level of the insurance practitioner after the execution of the training plan, so as to verify the effectiveness of the training plan.

Description

Technical field:

[0002] The present invention relates to a training platform and a training method for insurance practitioners. Background technology:

[0004] The insurance industry is a business that uses funds pooled through contracts to compensate insureds for their financial interests. The insurance market is where insurance is bought and sold, where insurance contracts are signed. It can be a centralized, tangible market or a decentralized, intangible one.

[0005] Generally speaking, an insurance company's insurance business is often carried out and sold to insurance users by insurance practitioners. The professional level of insurance practitioners will directly determine the efficiency of the insurance company. In order to improve the professional level of insurance practitioners and speed up the sales of insurance products, insurance companies often need to conduct centralized training. Since the existing centralized training method lacks an inspection link, it is impossible to accurately quantify the professional level of each insurance practitioner, so the training effect of the insurance company cannot be guaranteed. At the same time, the existing training platform does not have enough monitoring power for each insurance practitioner, and cannot regulate the behavior of each insurance practitioner, thereby failing to effectively improve the professional level of each insurance practitioner. Summary of the invention:

[0007] The embodiment of the present invention provides an insurance practitioner training platform and training method. The structure and method are reasonably designed. Based on the mutual cooperation of multiple functional modules and combined with corresponding algorithms and steps, it can provide each insurance practitioner with a customized training plan based on the existing business level and basic information of the insurance practitioner, replacing the existing centralized training method, effectively improving the training effect of the insurance company and the business level of the insurance practitioners. At the same time, it can also effectively regulate the business behavior of the insurance practitioners and monitor the training progress of each insurance practitioner, so that the business level of the insurance practitioners in the insurance company is at a higher standard, solving the problems existing in the prior art.

[0008] The technical solution adopted by the present invention to solve the above technical problems is:

[0009] Insurance practitioners training platform, the training platform comprising:

[0010] An input module, which is used to input the current business level and basic information of each insurance practitioner into the server and store them;

[0011] A calculation module, which is used to calculate and formulate a training plan for each insurance practitioner based on the current business level and basic information of each insurance practitioner;

[0012] A verification module, which is used to secondary verify the information of the insurance practitioners so that the insurance practitioners' training plan can be transmitted to the insurance practitioners' host computer;

[0013] A transmission module, configured to execute a transmission operation to transmit the insurance practitioner training plan;

[0014] An evaluation module is used to quantitatively evaluate the professional level of insurance practitioners after implementing the training plan to test the effectiveness of the training plan.

[0015] The input module includes:

[0016] A determination module, the determination module is used to determine the current business level of each insurance practitioner and form a business level level set A;

[0017] A collection module, which is used to collect basic information of each insurance practitioner and form a basic information set B;

[0018] A storage module is used to store the service level grade set A and the basic information set B in the server.

[0019] The operation module includes:

[0020] A calling module, the calling module is used to call out required information from the service level grade set A and the basic information set B in the server;

[0021] The clock module is used to record the time node T corresponding to the call information and pass the clock function E RW (T) = 1 / 2e T LT is used to obtain the time check code so that the calling action and the time node correspond one to one, where L is the Laplace matrix corresponding to the time node;

[0022] The execution module is used to select a pre-stored training plan in the server according to the judgment formula Q (a, b), wherein a is an element in the business level grade set A, displayed in binary digits; b is an element in the basic information set B.

[0023] The transmission module includes:

[0024] A modeling module, wherein the modeling module is used to establish multiple parallel data transmission channels for transmitting the training plan;

[0025] A marking module, the marking module is used to perform number annotation according to the order of data transmission channels;

[0026] The trigger module is used to send a photoelectric trigger instruction to the data transmission channel to put the data transmission channel into a working state.

[0027] The evaluation module includes:

[0028] A setting module, the setting module is used to set multiple quantitative evaluation standards;

[0029] A comparison module, which is used to compare the existing quantitative evaluation parameters of insurance practitioners with the quantitative evaluation standards to obtain the training effect of the training plan;

[0030] The uploading module is used to upload the training results to the server.

[0031] A method for training insurance practitioners, comprising the following steps:

[0032] S1, input the current business level and basic information of each insurance practitioner into the server and store them;

[0033] S2, calculate and formulate a training plan for each insurance practitioner based on their current business level and basic information;

[0034] S3, secondary verification of the insurance practitioner's information so that the insurance practitioner training plan can be transmitted to the insurance practitioner's host computer;

[0035] S4, executing a transmission operation to transmit the insurance practitioners training plan;

[0036] S5. Conduct a quantitative assessment of the professional level of insurance practitioners after implementing the training program to verify the effectiveness of the training program.

[0037] Inputting the current business level and basic information of each insurance practitioner into the server and storing them includes the following steps:

[0038] S1.1, determine the current business level of each insurance practitioner and form a business level set A;

[0039] S1.2, collect basic information of each insurance practitioner and form basic information set B;

[0040] S1.3, store the service level set A and the basic information set B in the server.

[0041] Calculating and developing a training plan for each insurance practitioner based on their current business level and basic information includes the following steps:

[0042] S2.1, retrieve the required information from the service level set A and basic information set B in the server;

[0043] S2.2, record the time node T corresponding to the call information, and pass the clock function E RW (T) = 1 / 2e T LT is used to obtain the time check code so that the calling action and the time node correspond one to one;

[0044] S2.3. Select a pre-stored training plan in the server according to the judgment formula Q(a, b), where a is an element in the business level set A, displayed in binary digits; b is an element in the basic information set B.

[0045] The following steps are involved in transferring the insurance practitioner training program:

[0046] S4.1, establish multiple parallel data transmission channels for transmitting training plans;

[0047] S4.2, number the annotations according to the order of data transmission channels;

[0048] S4.3, sending a photoelectric trigger instruction to the data transmission channel to put the data transmission channel into working state.

[0049] Conducting a quantitative assessment of the professional level of insurance practitioners after implementing the training plan to verify the effectiveness of the training plan includes the following steps:

[0050] S5.1, set multiple quantitative evaluation criteria;

[0051] S5.2, compare the existing quantitative evaluation parameters of insurance practitioners with the quantitative evaluation standards to obtain the training effect of the training program;

[0052] S5.3, upload the training results to the server.

[0053] The present invention adopts the above-mentioned structure, and inputs the current business level and basic information of each insurance practitioner into the server and stores them through the input module; calculates and formulates each insurance practitioner training plan according to the current business level and basic information of each insurance practitioner through the calculation module; verifies the information of the insurance practitioner for a second time through the verification module, so that the insurance practitioner training plan is transmitted to the insurance practitioner host computer; executes the transmission operation through the transmission module to transmit the insurance practitioner training plan; and quantitatively evaluates the business level of the insurance practitioner after the execution of the training plan through the evaluation module to test the effect of the training plan, which has the advantages of accuracy, efficiency, convenience and reliability. Description of the drawings:

[0055] Figure 1 It is a structural schematic diagram of the present invention.

[0056] FIG2 is a schematic structural diagram of an input module of the present invention.

[0057] Figure 3 Schematic diagram of the structure of the computing module of the present invention.

[0058] Figure 4 It is a structural diagram of the transmission module of the present invention.

[0059] Figure 5 Schematic diagram of the structure of the evaluation module of the present invention.

[0060] Figure 6 It is a schematic diagram of the process of the present invention. Specific implementation method:

[0062] In order to clearly illustrate the technical features of this solution, the present invention is described in detail below through specific implementation methods and in conjunction with the accompanying drawings.

[0063] like Figure 1-6 As shown in , the insurance practitioners training platform includes:

[0064] An input module, which is used to input the current business level and basic information of each insurance practitioner into the server and store them;

[0065] A calculation module, which is used to calculate and formulate a training plan for each insurance practitioner based on the current business level and basic information of each insurance practitioner;

[0066] A verification module, which is used to secondary verify the information of the insurance practitioners so that the insurance practitioners' training plan can be transmitted to the insurance practitioners' host computer;

[0067] A transmission module, configured to execute a transmission operation to transmit the insurance practitioner training plan;

[0068] An evaluation module is used to quantitatively evaluate the professional level of insurance practitioners after implementing the training plan to test the effectiveness of the training plan.

[0069] The input module includes:

[0070] A determination module, the determination module is used to determine the current business level of each insurance practitioner and form a business level level set A;

[0071] A collection module, which is used to collect basic information of each insurance practitioner and form a basic information set B;

[0072] A storage module is used to store the service level grade set A and the basic information set B in the server.

[0073] The operation module includes:

[0074] A calling module, the calling module is used to call out required information from the service level grade set A and the basic information set B in the server;

[0075] The clock module is used to record the time node T corresponding to the call information and pass the clock function E RW (T) = 1 / 2e T LT is used to obtain the time check code so that the calling action and the time node correspond one to one, where L is the Laplace matrix corresponding to the time node;

[0076] The execution module is used to select a pre-stored training plan in the server according to the judgment formula Q (a, b), wherein a is an element in the business level grade set A, displayed in binary digits; b is an element in the basic information set B.

[0077] The transmission module includes:

[0078] A modeling module, wherein the modeling module is used to establish multiple parallel data transmission channels for transmitting the training plan;

[0079] A marking module, the marking module is used to perform number annotation according to the order of data transmission channels;

[0080] The trigger module is used to send a photoelectric trigger instruction to the data transmission channel to put the data transmission channel into a working state.

[0081] The evaluation module includes:

[0082] A setting module, the setting module is used to set multiple quantitative evaluation standards;

[0083] A comparison module, which is used to compare the existing quantitative evaluation parameters of insurance practitioners with the quantitative evaluation standards to obtain the training effect of the training plan;

[0084] The uploading module is used to upload the training results to the server.

[0085] A method for training insurance practitioners, comprising the following steps:

[0086] S1, input the current business level and basic information of each insurance practitioner into the server and store them;

[0087] S2, calculate and formulate a training plan for each insurance practitioner based on their current business level and basic information;

[0088] S3, secondary verification of the insurance practitioner's information so that the insurance practitioner training plan can be transmitted to the insurance practitioner's host computer;

[0089] S4, executing a transmission operation to transmit the insurance practitioners training plan;

[0090] S5. Conduct a quantitative assessment of the professional level of insurance practitioners after implementing the training program to verify the effectiveness of the training program.

[0091] Inputting the current business level and basic information of each insurance practitioner into the server and storing them includes the following steps:

[0092] S1.1, determine the current business level of each insurance practitioner and form a business level set A;

[0093] S1.2, collect basic information of each insurance practitioner and form basic information set B;

[0094] S1.3, store the service level set A and the basic information set B in the server.

[0095] Calculating and developing a training plan for each insurance practitioner based on their current business level and basic information includes the following steps:

[0096] S2.1, retrieve the required information from the service level set A and basic information set B in the server;

[0097] S2.2, record the time node T corresponding to the call information, and pass the clock function E RW (T) = 1 / 2e T LT is used to obtain the time check code so that the calling action and the time node correspond one to one;

[0098] S2.3. Select a pre-stored training plan in the server according to the judgment formula Q(a, b), where a is an element in the business level set A, displayed in binary digits; b is an element in the basic information set B.

[0099] The following steps are involved in transferring the insurance practitioner training program:

[0100] S4.1, establish multiple parallel data transmission channels for transmitting training plans;

[0101] S4.2, number the annotations according to the order of data transmission channels;

[0102] S4.3, sending a photoelectric trigger instruction to the data transmission channel to put the data transmission channel into working state.

[0103] Conducting a quantitative assessment of the professional level of insurance practitioners after implementing the training plan to verify the effectiveness of the training plan includes the following steps:

[0104] S5.1, set multiple quantitative evaluation criteria;

[0105] S5.2, compare the existing quantitative evaluation parameters of insurance practitioners with the quantitative evaluation standards to obtain the training effect of the training program;

[0106] S5.3, upload the training results to the server.

[0107] The working principle of the insurance practitioner training platform and training method in the embodiment of the present invention is: based on the mutual cooperation of multiple functional modules, combined with corresponding algorithms and steps, it can provide each insurance practitioner with a customized training plan based on the existing business level and basic information of the insurance practitioner, replacing the existing centralized training method, effectively improving the training effect of the insurance company and the business level of the insurance practitioners. At the same time, it can also effectively standardize the business behavior of insurance practitioners and monitor the training progress of each insurance practitioner, so that the business level of insurance practitioners in the insurance company is at a higher standard. It can be applicable to insurance companies of different specifications and different regions, and can be connected through the Internet for communication, so that the business level of each insurance practitioner can be easily checked.

[0108] In actual insurance companies, since the working years of insurance practitioners vary, in order to improve the professional level of all insurance practitioners and provide better services to insurance users, insurance practitioners need to be trained; and the insurance practitioner training platform and training method in the present invention are more targeted than the existing technology, and the training process can be monitored in real time to ensure that the professional level of each insurance practitioner can be improved.

[0109] The overall solution mainly includes an input module, which is used to input the current business level and basic information of each insurance practitioner into the server and store them; a calculation module, which is used to calculate and formulate a training plan for each insurance practitioner based on the current business level and basic information of each insurance practitioner; a verification module, which is used to secondary verify the information of the insurance practitioner so that the insurance practitioner training plan can be transmitted to the insurance practitioner host computer; a transmission module, which is used to execute the transmission operation to transmit the insurance practitioner training plan; an evaluation module, which is used to quantitatively evaluate the business level of the insurance practitioner after the implementation of the training plan, so as to test the effectiveness of the training plan; based on the mutual cooperation of the above-mentioned multiple functional modules, each insurance practitioner can obtain a customized training plan, and the training process of the insurance practitioner can be monitored in real time, so as to effectively regulate the business behavior of the insurance practitioner.

[0110] Preferably, the input module includes: a determination module for determining the current business level of each insurance practitioner and forming a business level level set A; a collection module for collecting basic information of each insurance practitioner and forming a basic information set B; a storage module for storing the business level level set A and the basic information set B in the server; in the server, the business level level set A and the basic information set B are stored in different memories to prevent mutual interference of information data and facilitate calling and querying.

[0111] Preferably, the operation module includes: a calling module for calling the required information from the service level set A and the basic information set B in the server; a clock module for recording the time node T corresponding to the calling information and RW (T) = 1 / 2e T LT is used to obtain the time check code so that the calling action and the time node correspond one to one, where L is the Laplace matrix corresponding to the time node; the execution module is used to select a pre-stored training plan in the server according to the judgment formula Q (a, b), where a is an element in the business level grade set A, displayed in binary digits; b is an element in the basic information set B; under the marking effect of the time node, each calling action can be separated and recorded to prevent misoperation; the judgment formula Q (a, b) is queried in the server according to the corresponding elements, and the most suitable training plan for the insurance practitioner is selected according to the existing business level and basic information of each insurance practitioner; the training plan is obtained based on big data analysis, and various types of training plans are stored in the server in advance. Except for very few cases, they can generally be applied and selected.

[0112] It should be noted in particular that after the training plan is implemented, during the business training process, insurance practitioners need to be monitored in real time and their behavior needs to be regulated to achieve the best training results and prevent violations.

[0113] Preferably, the transmission module includes: a modeling module for establishing multiple parallel data transmission channels for transmitting training plans; a marking module for numbering and annotating according to the order of the data transmission channels; a trigger module for sending a photoelectric trigger instruction to the data transmission channel to put the data transmission channel into working state; the formulated training plan will be transmitted to the insurance practitioner's host computer in a timely manner so that the insurance practitioner can be informed. There are multiple data transmission channels, and the channel with the highest speed can be selected according to the number of the marking annotation, so that the training plan can be transmitted to multiple insurance practitioners at the same time, and in conjunction with the trigger instruction, it is convenient for the server to control and prevent the leakage of information data.

[0114] Preferably, the evaluation module includes: a setting module for setting multiple quantitative evaluation standards; a comparison module for comparing the existing quantitative evaluation parameters of insurance practitioners with the quantitative evaluation standards to obtain the training effect of the training plan; an upload module for uploading the training effect to the server to verify the training effect of the training plan, so that the insurance company can grasp the improved business level of each insurance practitioner and facilitate unified management of the insurance company.

[0115] The training method mainly includes the following steps: inputting the current business level and basic information of each insurance practitioner into the server and storing them; calculating and formulating a training plan for each insurance practitioner based on the current business level and basic information of each insurance practitioner; verifying the information of the insurance practitioner twice so that the insurance practitioner training plan can be transmitted to the insurance practitioner host computer; executing the transmission operation to transmit the insurance practitioner training plan; and conducting a quantitative evaluation of the business level of the insurance practitioner after the execution of the training plan to test the effectiveness of the training plan.

[0116] Based on the above steps and methods, a closed control loop is formed, starting from the customization of the training plan to the verification of the effectiveness of the training plan. The entire platform can meet the corresponding control requirements; through quantitative evaluation, the business level of each insurance practitioner can be improved.

[0117] To sum up, the insurance practitioner training platform and training method in the embodiment of the present invention are based on the mutual cooperation of multiple functional modules, combined with corresponding algorithms and steps, and can provide each insurance practitioner with a customized training plan based on the existing business level and basic information of the insurance practitioner, replacing the existing centralized training method, effectively improving the training effect of the insurance company and the business level of the insurance practitioners. At the same time, it can also effectively standardize the business behavior of insurance practitioners and monitor the training progress of each insurance practitioner, so that the business level of insurance practitioners in the insurance company is at a higher standard. It can be applicable to insurance companies of different specifications and different regions, and can be connected through the Internet for communication, so that the business level of each insurance practitioner can be easily checked.

[0118] The above specific implementation manner cannot be used as a limitation on the protection scope of the present invention. For those skilled in the art, any replacement, improvement or transformation made to the implementation manner of the present invention falls within the protection scope of the present invention.

[0119] Any matters not described in detail in the present invention are well-known technologies to those skilled in the art.

Claims

1. Insurance practitioners training platform, characterized by: The training platform includes: An input module, which is used to input the current business level and basic information of each insurance practitioner into the server and store them; A calculation module, which is used to calculate and formulate a training plan for each insurance practitioner based on the current business level and basic information of each insurance practitioner; Wherein, the operation module includes: A calling module, the calling module is used to call out required information from the service level grade set A and the basic information set B in the server; The clock module is used to record the time node T corresponding to the call information and pass the clock function E RW (T) = 1 / 2e T LT is used to obtain the time check code so that the calling action and the time node correspond one to one, where L is the Laplace matrix corresponding to the time node; An execution module, the execution module is used to select a pre-stored training plan in the server according to a determination formula Q (a, b), wherein a is an element in the business level set A, displayed in binary digits; b is an element in the basic information set B; A verification module, which is used to secondary verify the information of the insurance practitioners so that the insurance practitioners' training plan can be transmitted to the insurance practitioners' host computer; A transmission module, configured to execute a transmission operation to transmit the insurance practitioner training plan; An evaluation module is used to quantitatively evaluate the professional level of insurance practitioners after implementing the training plan to test the effectiveness of the training plan.

2. The insurance practitioners training platform according to claim 1, characterized in that: The input module includes: A determination module, the determination module is used to determine the current business level of each insurance practitioner and form a business level level set A; A collection module, which is used to collect basic information of each insurance practitioner and form a basic information set B; A storage module is used to store the service level grade set A and the basic information set B in the server.

3. The insurance practitioners training platform according to claim 1, characterized in that: The transmission module includes: A modeling module, wherein the modeling module is used to establish multiple parallel data transmission channels for transmitting the training plan; A marking module, the marking module is used to perform number annotation according to the order of data transmission channels; The trigger module is used to send a photoelectric trigger instruction to the data transmission channel to put the data transmission channel into a working state.

4. The insurance practitioners training platform according to claim 1, characterized in that: The evaluation module includes: A setting module, the setting module is used to set multiple quantitative evaluation standards; A comparison module, which is used to compare the existing quantitative evaluation parameters of insurance practitioners with the quantitative evaluation standards to obtain the training effect of the training plan; The uploading module is used to upload the training results to the server.

5. The method for training insurance practitioners is characterized by: The training method comprises the following steps: S1, input the current business level and basic information of each insurance practitioner into the server and store them; S2, calculate and formulate a training plan for each insurance practitioner based on their current business level and basic information; The following steps are involved in calculating and formulating a training plan for each insurance practitioner based on their current business level and basic information: S2.1, retrieve the required information from the service level set A and basic information set B in the server; S2.2, record the time node T corresponding to the call information, and pass the clock function E RW (T) = 1 / 2e T LT is used to obtain the time check code so that the calling action and the time node correspond one to one; S2.3, select a pre-stored training plan in the server according to the decision formula Q(a, b), where a is an element in the business level set A, represented by a binary number; b is an element in the basic information set B; S3, secondary verification of the insurance practitioner's information so that the insurance practitioner training plan can be transmitted to the insurance practitioner's host computer; S4, executing a transmission operation to transmit the insurance practitioners training plan; S5. Conduct a quantitative assessment of the professional level of insurance practitioners after implementing the training program to verify the effectiveness of the training program.

6. The insurance practitioner training method according to claim 5, characterized in that: Inputting the current business level and basic information of each insurance practitioner into the server and storing them includes the following steps: S1.1, determine the current business level of each insurance practitioner and form a business level set A; S1.2, collect basic information of each insurance practitioner and form basic information set B; S1.3, store the service level set A and the basic information set B in the server.

7. The insurance practitioner training method according to claim 5, characterized in that: The following steps are involved in transferring the insurance practitioner training program: S4.1, establish multiple parallel data transmission channels for transmitting training plans; S4.2, number the annotations according to the order of data transmission channels; S4.3, sending a photoelectric trigger instruction to the data transmission channel to put the data transmission channel into working state.

8. The insurance practitioner training method according to claim 5, characterized in that: Conducting a quantitative assessment of the professional level of insurance practitioners after implementing the training plan to verify the effectiveness of the training plan includes the following steps: S5.1, set multiple quantitative evaluation criteria; S5.2, compare the existing quantitative evaluation parameters of insurance practitioners with the quantitative evaluation standards to obtain the training effect of the training program; S5.3, upload the training results to the server.

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