Joint recruitment support system and method
The co-recruitment support system addresses the challenge of joint recruitment in regulated industries by facilitating data exchange and coordinated recruitment actions among multiple contractors, enhancing efficiency and compliance.
Patent Information
- Application Number
- JP2023220734
- Authority / Receiving Office
- JP · JP
- Patent Type
- Applications
- Current Assignee / Owner
- Filing Date
- 2023-12-27
- Publication Date
- 2025-07-09
- Estimated Expiration
- 2043-12-27
AI Technical Summary
Existing systems struggle to efficiently and flexibly support joint recruitment by multiple contractors in regulated industries like insurance, due to legal restrictions on re-commissioning, leading to high costs for agencies that must maintain in-house information processing systems for customer service operations.
A co-recruitment support system enabling communication and data exchange between contractor systems managed by different entities, including data acquisition, generation, and management units to facilitate recruitment-related actions while adhering to re-commissioning regulations.
Enables efficient and flexible joint recruitment by multiple contractors, reducing costs and ensuring compliance with recruitment regulations by allowing data sharing and coordinated recruitment activities across multiple entities.
Smart Images

Figure 2025103380000001_ABST
Abstract
Description
Technical Field
[0001] The present disclosure relates to information processing technology for assisting joint recruitment by a plurality of contractors commissioned by a regulated industry such as an insurance company.
Background Art
[0002] Systematization technology for assisting in the customer recruitment business of insurance such as life insurance and property insurance is disclosed, for example, in Japanese Patent Application Laid-Open No. 2003-016267 (Patent Document 1). Patent Document 1 discloses an agency support system for assisting joint recruitment by a plurality of agencies (paragraph
[0012] of the same document, etc.).
Prior Art Documents
Patent Documents
[0003]
Patent Document 1
Summary of the Invention
Problems to be Solved by the Invention
[0004] Regarding the commission of the customer recruitment business of insurance such as life insurance and property insurance (that is, the agency or mediation of the conclusion of an insurance contract), legally, in principle, only direct commission from an insurance company to a third party is recognized, and re-commission (sub-agency) is not recognized. For example, an agency that has received a direct commission from an insurance company entrusting external insurance recruitment is considered re-commission and is not recognized in principle. For systems that support the customer recruitment business of regulated industries where re-commission is not generally recognized, not only in the insurance customer recruitment business, due to the restriction of the principle prohibition of re-commission, it has been difficult to construct a system that can efficiently and flexibly support joint recruitment by a plurality of contractors commissioned with the customer recruitment business from regulated industries.
[0005] For example, an agency that has received a direct commission for customer recruitment from an insurance company must prepare all of the personnel for customer service operations (for example, call center operators) and the information processing systems related thereto on its own, and may not be able to outsource all or part of the customer service operations. The reason for this is that outsourcing the customer service operations may be considered a subcommission of insurance recruitment. There is a problem that the cost burden on agencies that must have such in-house information processing systems is large.
[0006] In view of the above, an object of the present disclosure is to provide a co-recruitment support system and method that enable efficient and flexible support for co-recruitment by multiple contractors even when subcommissioning of customer recruitment operations in a regulated industry is not possible.
Means for Solving the Problems
[0007] The co-recruitment support system according to the first aspect of the present disclosure has a configuration that enables communication with a first contractor system configured as an information processing system operated and managed by a first contractor that has received a commission for information provision from a regulated industry. It has a configuration that enables communication with a contractor system configured as an information processing system operated and managed by the regulated industry, and a second contractor system configured as an information processing system operated and managed by a second contractor that has received a commission for recruitment-related actions that do not fall under customer recruitment from the regulated industry. The contractor system includes a data acquisition unit that acquires primary customer data representing customer information including at least contact information from the first contractor system, and a customer data generation unit that generates customer data including script data for executing the recruitment-related actions for each customer identified by the primary customer data based on the primary customer data. The second contractor system includes a data management unit that acquires the updated customer data when an operator updates the customer data by executing the recruitment-related actions according to the script data for each customer identified by the primary customer data, and a customer management system that links the updated customer data with a customer management system operated and managed by a third contractor that has received a direct commission for customer recruitment actions from the regulated industry.
[0008] The method according to the second aspect of the present disclosure has a configuration that enables communication between a first contractor system configured as an information processing system operated by a first contractor that has received a commission for information provision from a regulated industry, and a commissioning system configured as an information processing system operated by the regulated industry, and has a configuration that enables communication with the commissioning system, and is executed in a joint recruitment support system including a second contractor system configured as an information processing system operationally managed by a second contractor that has received a commission for recruitment-related actions not related to customer recruitment from the regulated industry. The method includes: a step in which the commissioning system acquires primary customer data representing customer information including at least contact information from the first contractor system; a step of generating customer data including script data for executing the recruitment-related actions for each customer identified by the primary customer data based on the primary customer data; a step in which when an operator updates the customer data by executing the recruitment-related actions according to the script data for each customer identified by the primary customer data, the second contractor system acquires the updated customer data; and a step of linking the updated customer data with a customer management system operationally managed by a third contractor that has received a direct commission for customer recruitment actions from the regulated industry.
Advantages of the Invention
[0009] According to the first and second aspects of the present disclosure, it is possible to efficiently and flexibly support joint recruitment by a plurality of contractors that have received commissions from a regulated industry while appropriately observing the recruitment regulation of the principle prohibition of re-commissioning of customer recruitment business.
Brief Description of the Drawings
[0010]
Figure 1
Figure 2
Figure 3
Figure 4
Figure 5
Figure 6
Figure 7
Mode for Carrying Out the Invention
[0011] Next, with reference to the drawings, embodiments and modifications thereof according to the present disclosure will be described in detail. In the entire drawings, components denoted by the same reference numerals shall have the same configuration and the same function.
[0012] FIG. 1 is a schematic diagram showing a system configuration including a co-recruitment support system 1 according to an embodiment of the present disclosure. As shown in FIG. 1, the co-recruitment support system 1 includes a client system 10 configured as an information processing system operated and managed by an insurance company A such as a life insurance company or a property insurance company. The client system 10 includes a communication interface (communication I / F) 11 capable of communicating with an external system via a communication path (not shown) such as a communication network.
[0013] Insurance company A is the principal that entrusts business company B, the entrusted business department C1 of agency C, the customer acquisition department C2 of agency C, and agency D with business respectively. Business company B is the entrusted party (the first entrusted party) that receives from insurance company A the entrustment of providing customer information regarding the business of business company B. The entrusted business department C1 of agency C is the entrusted party (the second entrusted party) that receives from insurance company A the entrustment of solicitation-related business that does not fall under the insurance customer acquisition business (i.e., acting as an agent or intermediary for concluding insurance contracts). The customer acquisition department C2 of agency C is the entrusted party (the third entrusted party) that directly receives from insurance company A the entrustment of insurance customer acquisition business within a predetermined scope of entrustment. Agency D is also the entrusted party (another third entrusted party) that directly receives from insurance company A the entrustment of insurance customer acquisition business within a predetermined scope of entrustment. Business company B has an agency department B1, and this agency department B1 is the entrusted party (yet another third entrusted party) that directly receives from insurance company A the entrustment of insurance customer acquisition business within a predetermined scope of entrustment.
[0014] The solicitation-related business in the entrusted business department C1 mainly includes the process of interaction with customers conducted by the personnel (operators) of the entrusted business department C1, and the process of obtaining consent (permission) from the customers by the personnel (operators) of the entrusted business department C1 in order to obtain the customers' personal information or an appointment (an agreement for a meeting by phone, online, or in person) through the interaction.
[0015] Business company B is a company that conducts economic activities for profit, such as a company that produces and provides goods or a company that provides services. Business company B operates and manages the contractor system 20 configured as an information processing system. The contractor system 20 includes a communication interface (communication I / F) 21 capable of communicating with an external system via a communication path (not shown) such as a communication network, a business customer management system 27 having a customer database in which customer information (information of individuals, companies, or organizations) related to the business of business company B is stored, and an agency customer management system 28 operated and managed by the agency department B1. The agency customer management system 28 has a customer database in which customer information (information of individuals, companies, or organizations) related to insurance business is stored.
[0016] Furthermore, the contractor system 20 includes a data supply unit 22 that supplies the customer data of the business customer management system 27 to the client system 10 through the communication I / F 21. This customer data includes at least contact information (e.g., phone number, email address) for the customer. The data supply unit 22 can transmit the customer data in a predetermined format to the client system 10 in file units by means such as an API (Application Programming Interface) or email.
[0017] The client system 10 operated and managed by insurance company A includes a communication I / F 11, a data acquisition unit 12 that acquires the customer data received from the contractor system 20 via the communication I / F 11 as primary customer data, a customer data generation unit 13 that generates customer data including script data based on the primary customer data, a script database (script DB) 17 in which call method script data is stored, and a customer management system 18 having a customer database in which customer information (information of individuals, companies, or organizations) related to insurance business is stored.
[0018] Figure 2 is a diagram of a table showing an example of primary customer data. The solid black circles in the table represent input items. The primary customer data shown in Figure 2 includes data items such as "identifier unique to the consignee", "name", "date of birth", "gender", "phone number", "email address", and "purchase history".
[0019] The customer data generation unit 13 shown in Figure 1 is configured to generate customer data including script data for performing solicitation-related actions for each customer specified by the primary customer data based on the primary customer data.
[0020] Specifically, the customer data generation unit 13 assigns a project number, that is, an identifier (ID), to the customers specified by the primary customer data. The project number can be assigned on a business company basis. Also, the customer data generation unit 13 refers to the customer database of the customer management system 18 to confirm whether each customer specified by the primary customer data is an existing contract customer. Then, the customer data generation unit 13 refers to the script DB 17 to determine the dialogue method script data that conforms to the primary customer data as the script data, and can generate customer data including the script data. The dialogue method script data is data that should be referred to by the personnel (operators) of the consignment business department C1 during the dialogue with customers. When each customer specified by the primary customer data is an existing contract customer, the customer data generation unit 13 can generate customer data including the information of the existing contract customer and the script data. The customer data generation unit 13 transmits the generated customer data to the consignee system 30 operated and managed by the consignment business department C1 through the communication I / F 11.
[0021] FIG. 3 is a diagram of a table showing an example of customer data including script data. The black-filled circles in the table represent the current input items, and the white circles represent the previous input items, that is, the items that have already been input in the primary customer data. The customer data shown in FIG. 3 includes data items such as "project number", "information on existing policyholders of the insurance company", "script data", "whether consent (permission) can be obtained", "content of consent (permission)", "date and time when consent was sought", and "content of the conversation with the customer" in addition to the data items shown in FIG. 2. The items "whether consent (permission) can be obtained", "content of consent (permission)", "date and time when consent was sought", and "content of the conversation with the customer" in the table are uninput items and should be input by the staff (operators) of the entrusted business department C1 through conversations with the customer. Examples of "information on existing policyholders of the insurance company" include, but are not limited to, security number, product type code, product type name, type of insurance name, status (current state), insurance period, contract date, insurance effective date, contract processing date, policyholder information (e.g., name, date of birth, gender), insured information (e.g., name, date of birth, gender), and family member information (e.g., name, date of birth, gender).
[0022] FIG. 4 is a diagram of a table showing an example of a part of the dialogue script data. The script data shown in FIG. 4 includes at least one dialogue script for each category such as "identity confirmation", "explanation of purpose", "service introduction", "obtaining consent (permission)", and "schedule adjustment". The customer data generation unit 13 can determine such dialogue script data according to the attributes of each customer (e.g., residential area, age, gender, presence or absence of family) specified in the primary customer data.
[0023] Next, as shown in FIG. 1, the entrusted system 30 operated and managed by the entrusted business department C1 includes a communication interface (communication I / F) 31 capable of communicating with an external system via a communication path (not shown) such as a communication network, a data management department 32, a summarization department 33, and a customer management system 37. In addition, the entrusted business department C1 operates and manages a contact system 39 that operates in cooperation with the entrusted system 30.
[0024] The co-recruitment support system 1 of the present embodiment can be configured to include a commissioning system 10 operated and managed by the insurance company A, an entrusted system 30 and a contact system 39 operated and managed by the entrusted business department C1. Note that the co-recruitment support system 1 may further include an entrusted system 40 described later, which is operated and managed by the customer recruitment department C2.
[0025] The contact system 39 is an information processing system equipped with communication means and input devices used when the operator Op1 interacts with the customer Cr via the communication terminal T1 of the customer Cr. Examples of the communication means include telephone equipment, an email system, a chat system, or an SNS (Social Networking Service) system. Examples of the input devices include a key input device, a pointing device such as a mouse, a touch panel, or a voice recognition device. Examples of the communication terminal T1 of the customer Cr include a mobile communication device such as a mobile phone terminal or a smartphone, or a PC (Personal Computer) having a communication function, but are not limited thereto.
[0026] When the data management department 32 of the entrusted system 30 receives customer data from the commissioning system 10 via the communication I / F 31, it can link the customer data with the database of the contact system 39. The operator Op1 can use the communication means and input devices of the contact system 39 to refer to the script data (for example, the data shown in FIG. 4) included in the customer data, execute recruitment-related actions according to the script data, and input the data of the execution result.
[0027] Specifically, since the contact system 39 includes a device that converts script data into visual or auditory signals and outputs them, the operator Op1 can execute the interaction with the customer Cr while referring to the script data in real time. Through the interaction with the customer Cr, the operator Op1 attempts to obtain consent (permission) from the customer for acquiring the customer's personal information and for making an appointment (scheduling a meeting, either by phone, online, or in person), and can input the results. When the operator Op1 inputs the execution results of the recruitment-related actions, the customer data is updated. The contact system 39 coordinates with the outsourcing system 30 using the updated customer data. At this time, the data management department 32 acquires the updated customer data and reflects it in the customer database of the customer management system 37.
[0028] FIG. 5 is a diagram of a table showing an example of updated customer data. The solid black circles in the table represent the current input items, and the open circles represent the previous input items. In the customer data shown in FIG. 5, among the data items shown in FIG. 3, data items such as "Whether consent (permission) was obtained", "Content of consent (permission)", "Date and time when consent was sought", and "Content of the interaction with the customer" are input.
[0029] After the customer data is updated, the customer management system 37 of the outsourced system 30 can cooperate with the business customer management system 27 operated and managed by the business company B and the customer management system 48 of the outsourced system 40 operated and managed by the customer recruitment department C2 with respect to the updated customer data. Specifically, the customer management system 37 can extract the customer information updated with respect to the business of the business company B (particularly, the customer information for which consent has been obtained from the customer) from the updated customer data and cooperate with the business customer management system 27. Thereby, the business company B can utilize the linked customer information for its own business. Further, the customer management system 37 can extract the customer information updated with respect to the insurance business of the customer recruitment department C2 (particularly, the customer information for which consent has been obtained from the customer) from the updated customer data and cooperate with the customer management system 48 of the outsourced system 40.
[0030] The aggregation unit 33 has a function of aggregating the data of the execution results of the recruitment-related actions by the operator Op1 to generate statistical aggregation data. Examples of the values of the aggregation data include, but are not limited to, the acquisition rate of consent (permission) for each business company and the acquisition rate of consent (permission) for each operator. The aggregation unit 33 can record the generated aggregation data in the customer database of the customer management system 37. The customer management system 37 can cooperate with the business customer management system 27 and the customer management system 48 of the outsourced system 40 with respect to the aggregation data.
[0031] Next, the outsourced system 40 operated and managed by the customer recruitment department C2 includes a communication interface (communication I / F) 41 capable of communicating with an external system via a communication path such as a communication network (not shown) and a customer management system 48. When the customer management system 48 coordinates the updated customer data with the customer management system 37 of the outsourced system 30, the updated customer data is transmitted via the communication I / F 41 to the customer management system 58 of the outsourced system 50 operated and managed by the agency D, the customer management system 18 operated and managed by the insurance company A, and the agency customer management system 28 operated and managed by the agency department B1 of the business company B. As a result, the customer recruitment department C2, the agency D, the insurance company A, and the agency department B1 can view the coordinated customer data.
[0032] The customer recruitment department C2 operates and manages a contact system 49 that operates in coordination with the outsourced system 40. The operator Op2 can use the communication means and input devices of the contact system 49 to refer to the contents of the customer database of the customer management system 37 and perform insurance customer recruitment activities on the customer Cr, and input the data of the execution results. For example, through the dialogue with the customer Cr, the operator Op2 can obtain consultations that are not directly aimed at insurance recruitment (such as life plan consultations), consultations related to insurance recruitment, or appointments (agreements for telephone, online, or face-to-face meetings). When the customer data is updated by the operator Op2 inputting the execution results of customer recruitment activities and such, the contact system 49 reflects the updated customer data in the customer management system 48. The updated customer data is coordinated via the communication I / F 41 between the customer management system 58 of the outsourced system 50 operated and managed by the agency D, the customer management system 18 operated and managed by the insurance company A, and the agency customer management system 28 operated and managed by the agency department B1 of the business company B. As a result, the customer recruitment department C2, the agency D, the insurance company A, and the agency department B1 can view the coordinated customer data.
[0033] The consignment destination system 50 operated and managed by agency D includes a communication interface (communication I / F) 51 capable of communicating with an external system via a communication path such as a communication network (not shown), and a customer management system 58. Agency D can perform insurance customer solicitation activities and the like using customer information linked to the customer management system 58.
[0034] Examples of the communication paths between the above-described consignor system 10 and consignment destination systems 20, 30, and 40 include a local area network (LAN) or a wide area network (WAN) such as the Internet, but are not limited thereto.
[0035] Each of the consignor system 10 and consignment destination systems 20, 30, and 40 in the above-described co-solicitation support system 1 may be realized by a single information processing device, or may be realized by a distributed processing system composed of a plurality of information processing devices interconnected via a communication path. Also, all or part of each system may be realized in an on-premise form in which the company itself manages hardware devices such as physical servers and storage, or may be realized in a cloud form in which the company does not need to manage the hardware devices itself. Cloud means using services prepared by other operators via the Internet.
[0036] FIG. 6 is a block diagram schematically showing an information processing apparatus (computer) 60 which is an example of the hardware configuration of each system. The information processing apparatus 60 includes a processor 61 that executes digital signal processing, a random access memory (RAM) 62, a non-volatile memory 63, a large-capacity memory 64, an input / output interface circuit 65, a communication interface circuit 66, and a signal path 67. The signal path 67 is a bus for mutually connecting the processor 61, the RAM 62, the non-volatile memory 63, the large-capacity memory 64, the input / output interface circuit 65, and the communication interface circuit 66. The RAM 62 is a data storage area used when the processor 61 executes digital signal processing. When the processor 61 incorporates an arithmetic device such as a CPU (Central Processing Unit) or a GPU (Graphics Processing Unit), the non-volatile memory 63 has a data storage area for storing program codes of software or firmware executed by the processor 61. The communication interface circuit 66 is configured to be able to communicate with an external communication system via a communication network NW.
[0037] Next, an example of the overall processing of the co-recruitment support system 1 will be described with reference to FIG. 7. FIG. 7 is a schematic diagram showing an example of a processing sequence in the co-recruitment support system 1.
[0038] Referring to FIG. 7, a consignment destination system 20 operated and managed by a business company B transmits primary customer data to a consignor system 10. In the consignor system 10, when a data acquisition unit 12 acquires the primary customer data transmitted from the consignment destination system 20, a customer data generation unit 13 assigns a project number to the primary customer data (step ST10a), determines script data for executing recruitment-related actions for each customer specified by the primary customer data (step ST10b), and generates customer data including the project number and the script data (step ST10c). Thereafter, the customer data generation unit 13 transmits the customer data to a consignment destination system 30 operated and managed by a consigned business department C1 through the communication I / F 11.
[0039] In the consignee system 30, when the data management unit 32 acquires the customer data transmitted from the consignor system 10, it links the customer data with the database of the contact system 39 (step ST30a). As a result, the operator Op1 can use the communication means and input device of the contact system 39 to refer to the script data included in the customer data, execute recruitment-related actions according to the script data, and update the customer data by inputting the data of the execution result. The contact system 39 links the updated customer data with the consignee system 30. That is, the data management unit 32 acquires the updated customer data and reflects it in the customer management system 37 (step ST30b). Next, the customer management system 37 extracts the customer information updated regarding the business of business company B (including the consent information obtained from the customer) from the updated customer data and links it with the business customer management system 27 of the consignee system 20. Also, the customer management system 37 extracts the customer information updated regarding the insurance business of the customer recruitment department C2 (including the consent information obtained from the customer) from the updated customer data and links it with the customer management system 48 of the consignee system 40.
[0040] Next, in the consignee system 20, the business customer management system 27 updates its own customer database with the customer data linked with the consignee system 30 (step ST20a). On the other hand, in the consignee system 40, the customer management system 48 updates its own customer database with the customer data linked with the consignee system 30 (step ST40a).
[0041] When the customer database of the customer management system 48 is updated, data linkage is performed among the customer management system 48, the customer management system 58 of the consignee system 50, the customer management system 18 of the consignor system 10, and the agency customer management system 28 of the consignee system 20 (steps ST50a, ST10d, ST20b).
[0042] As described above, the client system 10 managed by insurance company A can generate customer data including script data for recruitment-related actions (such as the process of obtaining consent) based on the primary customer data acquired from the contractor system 20 managed by business company B. Since the contact system 39 of the entrusted business department C1 receives the linkage of the customer data, the operator Op1 of the entrusted business department C1 can execute recruitment-related actions according to the script data suitable for each customer. The contractor system 30 of the entrusted business department C1 can link the customer data updated through the recruitment-related actions with the customer management system 48 of the contractor system 40 managed by the customer recruitment department C2. Thereby, the customer recruitment department C2 can perform customer recruitment actions and the like using the updated customer data. Furthermore, the customer management system 48 can link the updated customer data with the customer management system 58 of the contractor system 50, the customer management system 18 of the client system 10, and the agency customer management system 28 of the agency department B1. Therefore, the co-recruitment support system 1 can efficiently and flexibly support co-recruitment by multiple contractors while appropriately observing the recruitment regulation of prohibiting the re-consignment of the customer recruitment business.
[0043] Note that the co-recruitment support system 1 of this embodiment is assumed to be a case where the re-consignment of the customer recruitment business of insurance company A is not possible, but it is not limited thereto. The co-recruitment support system 1 is also applicable when the re-consignment of the customer recruitment business of regulated industries other than insurance companies is not possible.
[0044] Also, in the above embodiment, for the sake of convenience of explanation, the number of business companies B is one, but it is not limited to this number. The co-recruitment support system 1 of this embodiment can also be applied to a plurality of contractor systems managed by a plurality of business companies.
[0045] As described above, various embodiments and modifications thereof according to the present disclosure have been explained. However, the above embodiments and modifications thereof are merely examples and do not limit the scope of the present invention. It should be understood that changes, additions, and improvements to the above embodiments can be appropriately made without departing from the spirit and scope of the present invention. The scope of the present invention should be construed based on the description in the claims and is further understood to include equivalents thereof.
Explanation of Signs
[0046] 1: Co-recruitment support system, 10: Consignor system, 11: Communication interface (communication I / F), 12: Data acquisition unit, 13: Customer data generation unit, 17: Script database (script DB), 18: Customer management system, 20, 30, 40, 50: Consignee system, 21, 31, 41, 51: Communication interface (communication I / F), 22: Data supply unit, 17: Business customer management system, 28: Agency customer management system, 32: Data management unit, 33: Aggregation unit, 37: Customer management system, 39: Contact system, 48: Customer management system, 49: Contact system, 58: Customer management system, 60: Information processing device, 61: Processor, 62: Random access memory (RAM), 63: Non-volatile memory, 64: Mass memory, 65: Input / output interface circuit, 66: Communication interface circuit, 67: Signal path, NW: Communication network, T1: Communication terminal, Op1, Op2: Operator, Cr: Customer, T1: Communication terminal.
Claims
1. A co-fundraising support system, having a configuration capable of communicating with a first contractor system configured as an information processing system operated and managed by a first contractor that has received a request for information provision from a regulated industry, and a client system configured as an information processing system operated and managed by the regulated industry, and a second contractor system configured as an information processing system operated and managed by a second contractor that has received a request for a fundraising-related activity not applicable to customer recruitment from the regulated industry and having a configuration capable of communicating with the client system, comprising: The client system includes a data acquisition unit that acquires primary customer data representing customer information including at least contact information from the first contractor system, and a customer data generation unit that generates customer data including script data for executing the fundraising-related activity for each customer specified by the primary customer data based on the primary customer data. The second contractor system includes a data management unit that acquires the updated customer data when an operator updates the customer data by executing the fundraising-related activity according to the script data for each customer specified by the primary customer data, and a customer management system that links the updated customer data with a customer management system operated and managed by a third contractor that has received a direct request for customer recruitment from the regulated industry. A co-fundraising support system, characterized by the above.
2. The co-fundraising support system according to claim 1, wherein the fundraising-related activity includes a process of dialogue with a customer performed by the operator, and the customer data generation unit is configured to determine, based on the primary customer data, the dialogue script data to be referred to by the operator during the dialogue with the customer as the script data.
3. The co-fundraising support system according to claim 1 or 2, wherein the fundraising-related activity includes a process of obtaining consent from a customer to acquire the updated customer data, and the updated customer data includes the customer information for which the consent has been obtained.
4. The co-fundraising support system according to claim 1, wherein the updated customer data includes data on the execution result of the fundraising-related activity input by the operator.
5. The co-recruitment support system according to claim 4, wherein the second consignment destination system includes a tabulation unit that tabulates data on the execution results of the recruitment-related actions to generate statistical tabulated data, the co-recruitment support system.
6. The co-recruitment support system according to claim 1 or 2, wherein the primary customer data includes customer information related to the business of the first consignment destination, the co-recruitment support system.
7. The co-recruitment support system according to claim 1 or 2, wherein the customer management system of the second consignment destination system is configured to link the updated customer data with the customer management system in the first consignment destination system, the co-recruitment support system.
8. A method executed in a co-recruitment support system comprising a first consignment destination system configured as an information processing system operated by a first consignment destination that has received a commission for information provision from a regulated industry, and a commissioning system configured as an information processing system operated by the regulated industry, and having a configuration capable of communicating with the commissioning system, and a second consignment destination system configured as an information processing system operated and managed by a second consignment destination that has received a commission for recruitment-related actions not related to customer recruitment from the regulated industry, comprising: the commissioning system obtaining primary customer data representing customer information including at least contact information from the first consignment destination system; generating customer data including script data for executing the recruitment-related actions for each customer identified by the primary customer data based on the primary customer data; when the operator updates the customer data by executing the recruitment-related actions according to the script data for each customer identified by the primary customer data, the second consignment destination system obtaining the updated customer data; linking the updated customer data with a customer management system operated and managed by a third consignment destination that has received a direct commission for customer recruitment actions from the regulated industry characterized by comprising.
9. The method according to claim 8, wherein the recruitment-related actions include the process of interaction with customers performed by the operator The step of generating the customer data includes a step of determining, based on the primary customer data, conversation script data to be referred to by the operator during the conversation with the customer as the script data.
10. The method according to claim 8 or 9, wherein the solicitation-related act includes a process of obtaining consent from a customer to acquire the updated customer data, and the updated customer data includes customer information for which the consent has been obtained.
11. The method according to claim 8, wherein the updated customer data includes data on the execution result of the solicitation-related act input by the operator.
12. The method according to claim 11, further comprising a step of aggregating data on the execution result of the solicitation-related act to generate statistical aggregation data.
13. The method according to claim 8 or 9, wherein the primary customer data includes customer information regarding the business of the first assignee.
14. The method according to claim 8 or 9, further comprising a step of linking the updated customer data with a customer management system in the first consignor system.
Citation Information
Patent Citations
Agency business total system and insurance business management system
JP2001350922A
System and method of supporting improvement of business
JP2002269329A
Insurance soliciting support server, insurance soliciting support method, and program
JP2004133705A
Insurance product interaction recording system
JP2020187680A
Insurance business support method and insurance business support system
JP2021193534A