Insurance contract management system, insurance contract management program, and insurance contract management method

Abstract

To provide a novel technique that enables management of insurance contract information not only of one customer but also of other customers belonging to a household of the one customer.SOLUTION: The present invention involves combining insured person information in contract information and relationship information to a householder in customer information so as to automatically display a list of contract information (contract status) of the whole family centered on the householder and a family configuration, thereby clearing the above challenge.SELECTED DRAWING: Figure 1

Description

[Technical Field]

[0001] The present invention relates to an insurance contract management system, an insurance contract management program, and an insurance contract management method. [Background technology]

[0002] Conventionally, people have prepared for future contingencies by taking out various insurance policies for their homes, families, themselves, etc. In such cases, it is preferable to centrally manage multiple insurance policies. An example of a system for managing such insurance policies is proposed in, for example, Patent Document 1.

[0003] Patent document 1 describes that in step S100, the contract management server device 10 acquires the first contract information and the second contract information from the terminal device 20 of the handling insurance agency, and in step S101, it links and manages the first contract information of the group insurance policyholder and the second contract information of the insured, and in step S102, it generates subscriber record information by extracting specified contract items from the second contract information table 11b, and in step S103, it transmits the subscriber record information to the second server device 40 via the first server device 30. [Prior art documents] [Patent documents]

[0004] [Patent Document 1] Japanese Patent Publication No. 2020-201550 Summary of the Invention [Problem to be solved by the invention]

[0005] The technology proposed in Patent Document 1 is capable of linking and managing the first contract information of a group insurance policyholder with the second contract information of the insured, but it is not possible for a user (insurance sales representative) to manage the insurance contract information of the customers he or she is in charge of as a family.

[0006] In view of the above problems, an object of the present invention is to provide a new technology that can manage not only the insurance contract information of a customer, but also the insurance contract information of other customers belonging to the same customer's household. [Means for solving the problem]

[0007] In order to solve the above problems, the present invention provides: An insurance contract management system for managing information on customer insurance contracts, the insurance contract management system includes a database, a registration unit, and a display processing unit; The database stores customer information including contract information entered into by the customer and relationship information indicating the family structure of the customer; the display processing unit performs a display process of the contract information of a first customer designated by a user in a manner that allows the contract information to be designated; The registration unit registers household information linked to the designated first customer and second customer based on the relationship information.

[0008] With this configuration, customers belonging to the same family can be linked using the customer relationship information, which makes it possible to not only make sales to customers whose contract information is registered individually, but also to customers who are related to the customer through their family relationships, thereby improving sales efficiency.

[0009] In a more preferred embodiment of the present invention, The display processing unit displays contract information of the second customer linked to the first customer via the household information, in addition to the contract information of the first customer.

[0010] With this configuration, the user can view contract information for the customer that the user is in charge of, as well as the customers that are linked to the customer via the household information.

[0011] In a more preferred embodiment of the present invention, The display processing unit displays contract information of the second customer to the first user via the household information, depending on whether or not there are differences between a first user in charge of the first customer and a second user in charge of the second customer linked to the first customer via the household information.

[0012] With this configuration, it is possible to display the contract information of a customer depending on whether the customer has the same person in charge, thereby enabling contract management while protecting the privacy of the customer.

[0013] In a more preferred embodiment of the present invention, The insurance contract management system further comprises a case management unit, The case management unit creates case information based on customer information of the first customer linked to a user and customer information of the second customer linked to the first customer via the household information.

[0014] With this configuration, the user can conduct sales not only to the customers linked to the user, but also to customers linked to the customer via household information.

[0015] In a more preferred embodiment of the present invention, the case management unit creates the case information specifying a response schedule based on the customer information of the first customer linked to the user and the date of birth or contract period of the customer information of the second customer linked to the first customer via the household information, The display processing unit processes and displays a schedule showing the response schedule and customer information corresponding to the case information side by side on the same screen.

[0016] With this configuration, a schedule showing the dates for handling cases identified from customer information is displayed alongside the information of the customer corresponding to the case, allowing the user to complete the case while checking the date for the case and the customer information. [Effects of the Invention]

[0017] The present invention has the effect of providing a novel technique that can manage not only the insurance policy information of a certain customer, but also the insurance policy information of other customers belonging to the household of the certain customer. [Brief explanation of the drawings]

[0018] [Figure 1] 1 is a system configuration diagram according to an embodiment of the present invention; [Figure 2] FIG. 1 is a hardware configuration diagram according to an embodiment of the present invention. [Figure 3] FIG. 1 is a functional block diagram according to an embodiment of the present invention. [Figure 4] 1 is an example of a processing flowchart according to the present invention. [Figure 5] 10 is an example of a screen displaying a basic contract information list according to the present invention. [Figure 6] 10 is an example of a screen displaying a household contract matrix in the present invention. [Figure 7] 10 is an example of a screen displaying case information in the present invention. DETAILED DESCRIPTION OF THE INVENTION

[0019] The present invention will now be described more fully with reference to the accompanying drawings, in which preferred embodiments are shown, but which may be embodied in many different forms and are not limited to the embodiments set forth herein.

[0020] For example, while the configuration, operation, etc. of an insurance contract management system are described in this embodiment, methods, devices, computer programs, etc. with similar configurations can also achieve similar effects. The program may also be stored on a recording medium. Using this recording medium, the program can be installed on a computer, for example, to thereby configure an insurance contract management device and an insurance contract management system. Here, the recording medium storing the program may be a non-transitory recording medium, such as a CD-ROM.

[0021] The present invention relates to a system for managing information about insurance contracts handled by sales representatives of an insurance agency. The present invention manages not only policyholders who have signed a certain insurance contract, but also insurance contracts signed by family members of the policyholder. In other words, a person who is an insured in one contract information may also be a policyholder in another contract information. In this embodiment, all policyholders and insureds whose insurance contracts are managed are referred to as customers. In the following, sales representatives of insurance agencies are referred to as users.

[0022] <1. System configuration> Figure 1 is a block diagram showing the configuration of a system according to one embodiment. As shown in Figure 1, an insurance contract management system 0 includes an insurance contract management device 1 and a user terminal device 3, which are configured to be able to communicate with each other via a network NW. In this embodiment, the network NW is an IP (Internet Protocol) network, but there are no restrictions on the type of communication protocol, and there are also no restrictions on the type or scale of the network.

[0023] The insurance contract management system 0 may be configured with only the insurance contract management device 1, or may be configured with only the user terminal device 3. Furthermore, the insurance contract management system 0 need only divide the processing described below appropriately between the insurance contract management device 1 and the user terminal device 3, and is not limited to the division of processing described below.

[0024] The insurance contract management device 1 can be configured using a general-purpose server computer or a personal computer, or can be configured using multiple computers that are capable of sending and receiving information via the network NW or another network. The user terminal device 3 can be configured using a personal computer, smartphone, tablet terminal, wearable device, etc. In this embodiment, the insurance contract management device 1 is configured using one computer, but it can also be configured using multiple computers.

[0025] <1.1. Hardware Configuration> 2 is a hardware configuration diagram, and as shown in FIG. 2(a), the insurance contract management device 1 includes a processing unit 101, a storage unit 102, and a communication unit 103.

[0026] The processing unit 101 has a processor such as a CPU that can execute an instruction set, and controls the overall operation and processing of the insurance contract management device 1 by executing the insurance contract management program according to the present invention, an OS, and other applications. The storage unit 102 has a volatile memory such as a RAM capable of storing an instruction set, and a non-volatile recording medium such as an HDD or SSD capable of recording an OS, an insurance contract management program, and the like. The communication unit 103 has a communication interface device for connecting to a network, and controls communication with the network NW to input and output information.

[0027] As shown in FIG. 2( b ), the terminal device 90 (user terminal device 3 ) includes a processing unit 901 , a storage unit 902 , a communication unit 903 , an input unit 904 , and an output unit 905 .

[0028] The processing unit 901 has a processor such as a CPU that can execute an instruction set, and controls the overall operation and processing of the terminal device 90 by executing an OS and other applications. The storage unit 902 includes a volatile memory such as a RAM capable of storing an instruction set, and a non-volatile recording medium such as an HDD or SSD capable of recording an OS and the like. The communication unit 903 has a communication interface device for connecting to a network, and controls communication with the network NW to input and output information. The input unit 904 has an input device capable of input processing, such as a keyboard or a touch panel. The output unit 905 has a display device capable of display processing, such as a display.

[0029] <1.2. Functional configuration of the insurance contract management device 1> Fig. 3 is a functional block diagram of the insurance contract management device 1. As shown in Fig. 3, the insurance contract management device 1 comprises an acquisition unit 11, a registration unit 12, a case management unit 13, a display processing unit 14, and a database 2. This is information processing by software (stored in a storage unit 102) specifically realized by hardware (processing unit 101).

[0030] In this embodiment, the user terminal device 3 (client) receives the processing results performed by the insurance contract management device 1 (server) in response to a request from the client, which is a so-called web application. On the other hand, the insurance contract management program may be launched on the client terminal, which is a so-called standalone type. In this case, the user terminal device 3 may include some or all of the functional components (units) of the insurance contract management device 1. For example, the user terminal device 3 may include an acquisition unit 11, a registration unit 12, a case management unit 13, a display processing unit 14, etc., and the insurance contract management device 1 may be cloud storage that records and manages contract information, etc.

[0031] <1.3.Database 2> Database 2 stores customer information and household information.

[0032] <1.3.1.Customer information> Customer information is information about customers who are the target of sales by the user. Customer information includes a customer ID that uniquely identifies the customer, customer name, contact information (telephone number and email address), date of birth, age, gender, address, contract information, relationship information, contact information, and project information. Contract information is information about a company's contract made by a user. Contract information includes a policyholder ID that uniquely identifies the person who made the contract, basic contract information, and detailed contract information. Basic contract information includes the policyholder's name, policy number, insurance category, insurance type, insured person's name, date of birth, and age. Detailed contract information includes the insurance product, insurance company, insurance end date, annual premium, payment method, and contract manager. In this embodiment, a customer ID is used as the policyholder ID, but a different ID may also be used. Relationship information is information that indicates the family structure of a customer, and includes the name, age, date of birth, gender, address, and relationship of each person in the same family as the customer to the head of the household. The contact information is information relating to contact made with a customer, and the contact information includes the subject, time, type of contact, contact details, and person in charge, etc., and is registered in association with the contract information. Project information is information about projects occurring for a customer, and project information such as project name, project type, project start date, response date, completion date, expected completion date, status, and person in charge is registered in correspondence with contract information.

[0033] <1.3.2. Household Information> Household information is information that indicates the linkage of customers for each household. As household information, for each household ID that uniquely identifies a household, multiple customer IDs are linked to the customer ID of the first customer described below, and relationship information for each combination is stored. More preferably, multiple household IDs are linked and stored. Note that in this embodiment, the first customer is the head of the household, and multiple customer IDs are linked and stored to the customer ID of the head of the household, but the first customer does not have to be the head of the household.

[0034] <2. Insurance contract management processing> An insurance contract management method by the insurance contract management system 0 of the present invention will be described with reference to Figures 4 to 7. Figure 4 is a processing flowchart of acquiring customer contract information, accepting from a user the designation of a customer for which the user is responsible, linking and managing the policyholder and the policyholder's family using the customer's relationship information, and updating the user's case information.

[0035] <2.1. Acquisition of contract information> In step S1 (hereinafter, "step SX" will be simply referred to as "SX"), the acquisition unit 11 acquires contract information. In this embodiment, the acquisition unit 11 acquires information on one or more contracts with which the customer has signed a contract from an external database and stores the information in the database 2. Note that the acquisition unit 11 may also acquire contract information input by a user and store the information in the database 2.

[0036] <2.2. Designated reception desk for customers registering household information> In S2, the display processing unit 14 performs display processing for one or more customers and accepts designation of a customer for which household information is to be registered. In this embodiment, the display processing unit 14 performs display processing for one or more customers linked to the user and causes the display processing results to be displayed on the user terminal device 3. Then, the display processing unit 14 accepts designation from the user of a customer for which household information is to be registered (hereinafter referred to as the first customer).

[0037] In this embodiment, the selection of a customer displayed on the user terminal device 3 is accepted, and the head of household linked to that customer via household information is designated as the first customer. On the other hand, if a customer not linked to the head of household via household information is selected, the selected customer is designated as the first customer. Furthermore, the display processing unit 14 displays one or more customers linked to the user, but may also display all customers registered in the database 2 and display them on the user terminal device 3.

[0038] <2.3. Display of basic contract information> In S3, the display processing unit 14 displays one or more pieces of basic contract information and relationship information based on the customer information. In this embodiment, the display processing unit 14 displays the relationship information based on the customer information and household information of the first customer. Specifically, the display processing unit 14 identifies contract information in which the first customer is the policyholder and the insured based on the customer information of the first customer designated in S2, and displays the basic contract information and relationship information of the first customer. On the other hand, the display processing unit 14 identifies contract information in which the first customer is the policyholder and the insured is another person, displays only the basic contract information of the first customer, and displays the contract information in a specifiable manner. Furthermore, if the customer designated in S2 is linked to the head of the household via household information, the display processing unit 14 identifies contract information in which the first customer, who is the head of the household, is the policyholder and the designated customer is the insured, and displays the basic contract information and relationship information of the designated customer.

[0039] FIG. 5(a) is a display example of a basic contract information list that displays one or more pieces of basic contract information displayed on the user terminal device 3. In this embodiment, the basic contract information list W1 displays basic contract information corresponding to one or more pieces of basic contract information linked to the first customer designated in S2. Specifically, in the case of contract information (No. 1 and No. 2) in which the first customer (in the illustrated example, the head of household, "Taro Suzuki") is the policyholder and the insured, the basic contract information list W1 displays the insured's name, relationship to the head of household, gender, and whether or not they live together, based on the basic contract information and the relationship information included in the customer information of the first customer. On the other hand, in the case of contract information (No. 3 to No. 7) in which the first customer is the policyholder and the insured is someone different from the first customer, the basic contract information list W1 displays only the basic contract information, and displays the contract information in a manner that allows the user to designate the contract information.

[0040] In this embodiment, basic contract information and relationship information are displayed for contract information linked to a first customer in which the policyholder and the insured of the contract information linked to the first customer are the first customer, but if the policyholder and the insured of the contract information linked to the first customer are different customers, the relationship information is not displayed. This prevents a situation in which relationship information of an insured who is not the user's customer is displayed and the privacy of the first customer is violated.

[0041] <2.4. Household Information Registration> In S4, the registration unit 12 registers household information linking the first customer who is the policyholder and the customer who is the insured, based on the customer relationship information. In this embodiment, the registration unit 12 accepts designation of contract information corresponding to one or more pieces of basic contract information displayed in S3. Then, the registration unit 12 registers household information linking the first customer who is the policyholder and the customer designated as the insured, based on the input relationship information. Specifically, the registration unit 12 accepts from the user designation of a customer who will be the insured in the contract information from among the customers whose customer information is registered, and input of relationship information of the customer from the first customer's perspective, and registers household information linking the first customer and the designated customer and including the relationship information. Hereinafter, the customer designated as the insured in the designated contract information will be referred to as the second customer.

[0042] In this embodiment, if relationship information is registered in the customer information of a customer who will be the insured person of the specified contract information, the registration unit 12 may identify a second customer who will be the insured person based on the insured person's name in the contract information, the name in the customer information, and the relationship information, and register household information linking the first customer and the second customer and including the relationship information of the customer information. In this case, if the second customer identified and displayed by the registration unit 12 is different from the expected customer, the registration unit 12 accepts from the user designation of a customer who will be the insured person of the contract information from among the customers whose customer information is registered, and registers household information including the combination of the first customer and the second customer with the customer designated by the user as the second customer.

[0043] In a preferred embodiment of the present invention, the display processing unit 14 processes and displays one or more second customer candidates based on customer information including the insured person's name in the contract information, among the customer information registered in the database 2. Then, the registration unit 12 accepts the designation of a second customer from the displayed second customer candidates and input of relationship information of the second customer from the first customer, and registers household information linking the first customer and the second customer and including the relationship information.

[0044] 5(b) is an example of a household linking screen displayed on the user terminal device 3 for registering household information. The display processing unit 14 accepts the designation of contract information in the basic contract information list W1 and processes the display of the insured person of the contract information on the household linking screen W2 (in the illustrated example, "Suzuki Hanako"). The registration unit 12 also accepts the designation of a second customer from the registered customer information who will be the insured person of the contract information designated in S3, and accepts input of relationship information. The registration unit 12 then accepts the input related to registration, links the customer ID of the first customer with the customer ID of the second customer, and registers household information including the input relationship information.

[0045] <2.5. Updating the basic contract information list> In S5, the display processing unit 14 updates and displays the basic contract information list W1 based on the registered household information. In this embodiment, the display processing unit 14 displays the basic contract information and relationship information of the first and second customers based on the registered household information. Specifically, the display processing unit 14 displays the basic contract information and relationship information in which the first customer is the contractor, as well as the basic contract information and relationship information in which the second customer linked to the first customer via the household information is the contractor, and causes the user terminal device 3 to display a list of these information.

[0046] More specifically, the display processing unit 14 identifies contract information in which a second customer linked to a first customer via household information is the policyholder and the second customer is the insured, and displays the basic contract information and relationship information of the second customer. On the other hand, the display processing unit 14 identifies contract information in which a second customer linked to a first customer via household information is the policyholder and a person different from the first and second customers (hereinafter referred to as a third customer) is the insured, displays only the basic contract information, and displays the contract information in a manner that allows designation.

[0047] The display processing unit 14 also processes and displays, in different modes, the basic contract information and relationship information for the first customer who is the policyholder, and the basic contract information and relationship information for the second customer who is linked to the first customer via household information. The process of S4 can be executed to register household information linked to the first customer and the third customer. This allows the first customer and the third customer to be linked via the household information, so that the third customer, who is not an insured person in the contract information of the first customer, can also be registered as a sales target.

[0048] 5(c) is a display example of the updated basic contract information list W1. The updated basic contract information list W1 displays the basic contract information and relationship information (No. 1 and No. 2) where the first customer is the policyholder and the insured person; the basic contract information and relationship information (No. 3 to No. 6) where the first customer is the policyholder and the second customer is the insured person who is linked to the first customer via household information; the basic contract information and relationship information (No. 7 and No. 8) where the second customer is the policyholder and the third customer is the insured person; and the basic contract information (No. 9) where the second customer is the policyholder and the third customer is the insured person, and the third customer is not linked to the first customer via household information. This allows for the display of a list of contract information for customers who are contract holders in one contract information and customers who are contract holders in another contract information, when these customers are linked via household information, and allows for comprehensive management of contract information for customers who belong to the same household.

[0049] Furthermore, in the present invention, when a customer who does not have a contract with the user's company has a contract with another company, the user can obtain and register the contract information of the other company, thereby registering household information linked to the customer and the first customer. In this embodiment, the registration unit 12 accepts the designation of the first customer, accepts customer information including contract information of the other company with which the customer has a contract and relationship information, and registers household information linked to the customer and the first customer. Then, when the registration unit 12 accepts and registers the contract information of the company with which the customer has a contract, the display processing unit 14 displays the basic contract information of the customer's contract information and relationship information of the customer information, treating the customer as a second customer linked to the first customer via the household information.

[0050] Specifically, for a customer who has a contract with another company, the registration unit 12 accepts and registers customer information, including the insured's name, date of birth, insurance type, and policyholder name, input from the user as relationship information for the customer from the perspective of the first customer and contract information for the other company with which the customer has a contract, and registers the information, and household information linked to the customer and the first customer. Then, the display processing unit 14 displays the customer's contract information with the other company and the relationship information in a deletable manner in the basic contract information list W1. Then, for a customer who has a contract with another company, when the registration unit 12 accepts the company's contract information and registers it in the customer information of the customer, the display processing unit 14 displays the customer as a second customer linked to the first customer via household information, and the basic contract information and relationship information of the company's contract information of the second customer in a non-deletable manner in the basic contract information list W1. This allows users to make sales calls to customers who belong to the same household but have a contract with another company by linking the customer to the household information managed by the user. Since the customer is linked to the head of the household via the household information, when a company signs a contract with the customer, the customer's basic contract information and relationship information are automatically displayed, reducing the effort required to enter information.

[0051] <2.6. Displaying the household contract matrix> In S6, the display processing unit 14 displays one or more contract information items linked to the customers in an arranged manner. In this embodiment, the display processing unit 14 displays a household contract matrix that displays multiple contract information items linked to a first customer in an arranged manner based on household information. Specifically, the display processing unit 14 displays one or more contract information items in which the first customer is the policyholder, and one or more contract information items in which a second customer linked to the first customer via the household information is the policyholder. More specifically, the display processing unit 14 displays information about one or more contracts in which the first customer is the policyholder, and one or more contract information items in which a second customer linked to the first customer via the household information is the policyholder and a third customer linked to the first customer via the household information is the insured.

[0052] 6 is an example of a screen displaying a household contract matrix displayed on the user terminal device 3. The household contract matrix W3 displays contract information linked to the first customer via household information for each insured person in the contract information, and lists the presence or absence of each type of insurance contracted by each insured person included in the contract information as contract information.

[0053] Furthermore, by selecting and inputting the "Details" button in the household contract matrix W3, a contract details matrix W4 is displayed, which displays the contract details of the contract information subscribed to by the insured person corresponding to the selected "Details" button. The contract details matrix W4 displays insurance products by insurance type and displays the contract information for each insurance product. Furthermore, the contract details matrix W5 displays details of the contract information linked to the specified insured person. The contract details matrix W5 displays details of multiple contract information linked to the insured person specified in the household contract matrix W3.

[0054] <2.7. Creating project information> In S7, the case management unit 13 creates case information based on the customer information. In this embodiment, the case management unit 13 creates case information based on the customer information of the customer linked to the user and the customer information of the customer linked to the customer via household information. Specifically, the case management unit 13 identifies a response schedule based on the date of birth or contract period in the customer information of the customer linked to the user and the customer information of the customer linked to the customer via household information, and creates case information including the response schedule.

[0055] 7(a) is an example of a project display screen that displays the created project information and is displayed on the user terminal device 3. The display processing unit 14 processes and displays the project information based on the customer information of the customer for whom the user is in charge, and displays a schedule table W61 and a project display unit W62 on the project display screen W6. The schedule W61 displays a schedule based on the corresponding dates of one or more pieces of case information created by the case management unit 13. In this embodiment, the schedule W61 displays cases in different formats depending on the case type of the case information. The case display section W62 displays the expected completion date, number of cases, number of completed cases, and achievement rate for each case type based on the created case information, and is capable of accepting a specification to display details about the cases.

[0056] 7(b) is an example of a display of details regarding a case specified in the case display section W62. In the illustrated example, a screen is displayed when "Birthday Call" is selected from the case types. In this embodiment, the status, case name, expected completion date, completion date, and person in charge are displayed as case information corresponding to the case type specified in the case display section W62, and the phone number, birthday, and age are displayed as customer information linked to the case information.

[0057] As described above, by executing the processes of S1 to S7, customer information managed for each customer can be associated using relationship information, and multiple customer information can be consolidated into one household information for centralized management. This makes it possible to understand what kind of policies not only the policyholder but also other members of the policyholder's household have, allowing insurance sales to be conducted to the entire household and enabling efficient customer acquisition.

[0058] In a preferred embodiment of the present invention, contract information of a customer associated with a user is displayed in the basic contract information list W1 based on the user's access authority. In this embodiment, the display processing unit 14 displays the contract information of the second customer to the first user, depending on whether the first user in charge of the first customer is the same as the second user in charge of the second customer associated with the first customer via household information. Specifically, the display processing unit 14 determines whether the first user in charge of the first customer is the same as the second user in charge of the second customer associated with the first customer via household information. If the display processing unit 14 determines that the first user and the second user are the same user, it displays the contract information of the second customer to the first user. On the other hand, if the display processing unit 14 determines that the first user and the second user are different users, it displays only the basic contract information of the second customer's contract information to the first user. Note that the display processing unit 14 may not display the contract information itself to the first user if it determines that the first user and the second user are different users.

[0059] The display processing in this embodiment refers to processing in which the display processing unit 14 executes processing to generate information necessary for display, and transmits the generated information to the terminal device 90, thereby causing the terminal device 90 to display the generated information. On the other hand, the display processing may also be processing in which the display processing unit 14 transmits a processing command to the terminal device 90 to generate information necessary for display, thereby causing the terminal device 90 to generate information necessary for display, and displays the generated information on the output unit 905. [Explanation of symbols]

[0060] 0: Insurance contract management system 1: Insurance contract management device 2: Database 3: User terminal device 10: Server 101: Processing section 102: Storage section 103: Communications Department 90: Terminal equipment 901: Processing section 902: Storage section 903: Communications Department 904: Input section 905: Output section 11: Acquisition part 12: Registration section 13:Project management department 14: Display processing section W1: Contract basic information list W2: Household linking screen W3: Household Contract Matrix W4: Project Detail Matrix W5: Contract Detail Matrix W6: Item display screen W61: Schedule W62: Item display area

Claims

1. An insurance contract management system for managing information on customer insurance contracts, the insurance contract management system includes a database, a registration unit, and a display processing unit; The database stores customer information including contract information entered into by the customer and relationship information indicating the family structure of the customer; the display processing unit performs a display process of the contract information of a first customer designated by a user in a designable manner; The registration unit registers household information linked to the specified first customer and second customer based on the relationship information. Insurance policy administration system.

2. The display processing unit displays contract information of the second customer linked to the first customer via the household information in addition to the contract information of the first customer. The insurance contract administration system according to claim 1 .

3. The display processing unit performs processing to display contract information of the second customer to the first user via the household information, depending on whether or not a first user in charge of the first customer and a second user in charge of the second customer linked to the first customer via the household information are different. The insurance contract administration system according to claim 2 .

4. The insurance contract management system further comprises a case management unit, The case management unit creates case information based on customer information of the first customer linked to the user and customer information of the second customer linked to the first customer via the household information. The insurance contract administration system according to claim 1 .

5. the case management unit creates the case information specifying a response schedule based on the customer information of the first customer linked to the user and the date of birth or contract period of the customer information of the second customer linked to the first customer via the household information, The display processing unit processes and displays a schedule showing the response schedule and customer information corresponding to the case information side by side on the same screen. The insurance contract administration system according to claim 4.

6. An insurance contract management program for managing information on a customer's insurance contract, the insurance contract management program causes a computer to function as a database, a registration unit, and a display processing unit; The database stores customer information including contract information entered into by the customer and relationship information indicating the family structure of the customer; the display processing unit performs a display process of the contract information of a first customer designated by a user in a designable manner; The registration unit registers household information linked to the specified first customer and second customer based on the relationship information. Policy administration programs.

7. An insurance contract management method for managing information about a customer's insurance contract, comprising: The computer A process of storing customer information including contract information entered into by the customer and relationship information indicating the customer's family structure; a process of displaying the contract information of a first customer designated by a user in a manner that allows the contract information to be designated; a process of registering household information linked to the designated first customer and second customer based on the relationship information; A policy administration method that implements the above.

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