Visiting place recommendation system, display control method, and terminal

Abstract

To recommend a customer having a high contract expectation of an insurance product in association with a schedule of business activity by a sales representative.SOLUTION: A visit destination recommendation system includes a terminal and an information processor, and the information processor stores customer information, analyzes the stored customer information, and creates a customer list including a customer name of a customer determined to be likely to purchase an item and an address or a residence of the customer based on an analysis result of the analyzed customer information. The terminal inputs a schedule of an activity by a salesperson, and transmits a visit destination of a customer related to the input schedule of the activity. The information processing apparatus acquires the transmitted visit destination, and recommends an additional visit destination to the salesperson based on the customer list and the acquired visit destination. The terminal receives the recommended additional visit destination, superimposes the additional visit destination and the visit destination of the customer related to the schedule of the activity on a map image, and displays them on a display unit.SELECTED DRAWING: Figure 1

Description

[Technical Field]

[0001] The present invention relates to a destination recommendation system, a display control method, and a terminal device. [Background technology]

[0002] Various technologies have been proposed as sales support systems for insurance products (for example, Patent Document 1). Patent Document 1 discloses that "in a sales support system for life insurance, a contact amount acquisition unit 211 acquires, for each prospective customer, a contact amount, which is the number of times a sales representative contacted the prospective customer, an information amount acquisition unit 212 acquires, for each prospective customer, an information amount of information about the prospective customer collected by the sales representative from the prospective customer, and a likelihood determination unit 213 determines a likelihood of a contract being concluded for the prospective customer according to the contact amount and the information amount" (see the abstract of Patent Document 1). [Prior art documents] [Patent documents]

[0003] [Patent Document 1] Japanese Patent Application Laid-Open No. 2013-200655 Summary of the Invention [Problem to be solved by the invention]

[0004] By using the sales support system disclosed in Patent Document 1, it becomes possible to easily calculate the likelihood of a contract being concluded, and to provide information about insurance products to customers with a high likelihood of a contract being concluded.

[0005] However, Patent Document 1 was unable to recommend highly promising customers based on the daily sales activity schedule of sales staff, and was unable to recommend highly promising potential customers in association with the sales activity schedule.

[0006] Therefore, the present invention aims to provide a destination recommendation system, a display control method, and a terminal device that can recommend customers who are likely to purchase products in association with the sales activity schedule of sales staff. [Means for solving the problem]

[0007] A destination recommendation system according to one aspect of the present invention is a destination recommendation system comprising: a terminal device capable of displaying a map image including the address or residence of a customer to be visited; and an information processing device capable of communicating with the terminal device via a network, wherein the information processing device comprises: customer data storage means for storing customer data; analysis means for analyzing the customer data stored by the customer data storage means; and customer list creation means for creating a customer list including the customer names and addresses or residences of customers who are determined to be likely to purchase products based on the analysis results of the customer data analyzed by the analysis means, and the terminal device comprises activity schedule input means for inputting activity schedules for sales staff; and and a destination information sending means for sending destinations of the customer related to the activity schedule, wherein the information processing device further comprises a destination information acquisition means for acquiring the destinations sent by the destination information sending means, and a destination recommendation means for recommending additional destinations to the sales representative based on the customer list created by the customer list creation means and the destinations acquired by the destination information acquisition means, and the terminal device further comprises a recommended destination receiving means for receiving the additional destinations recommended by the information processing device, and a display control means for superimposing the additional destinations received by the recommended destination receiving means and the destinations of the customer related to the activity schedule on a map image and displaying them on the display unit of the information processing device.

[0008] A display control method according to one aspect of the present invention is a display control method for a display unit of a terminal device capable of displaying a map image including the address or residence of a customer to be visited, the method including: a customer data storage step of storing customer data; an analysis step of analyzing the customer data stored in the customer data storage step; a customer list creation step of creating a customer list including the names and addresses or residences of customers determined to be likely to purchase products based on the analysis results of the customer data analyzed in the analysis step; an activity schedule input step of inputting a schedule of activities by sales staff; a destination recommendation step of recommending additional destinations to the sales representative based on the customer list created in the customer list creation step and the destinations acquired in the destination information acquisition step; a recommended destination receiving step of receiving the additional destinations recommended in the destination recommendation step; and a display control step of superimposing the additional destinations received in the recommended destination receiving step and the destinations of the customer related to the activity schedule on a map image and displaying them on a display unit of the information processing device.

[0009] In addition, a terminal device according to one aspect of the present invention is a terminal device capable of displaying a map image including the addresses or residences of customers to be visited, and is equipped with: an activity schedule input means for inputting activity schedules for sales staff; a destination information sending means for sending destinations of customers related to the activity schedule input by the activity schedule input means; a recommended destination receiving means for receiving additional destinations recommended based on the destinations of customers related to the activity schedule sent by the destination information sending means and a customer list including customer names and addresses or residences of customers determined to be likely to purchase products based on the analysis results of customer data analyzed by an analysis tool; and a display control means for superimposing the additional destinations received by the recommended destination receiving means and the destinations of customers related to the activity schedule on a map image and displaying them on the display unit of the information processing device. [Effects of the Invention]

[0010] According to the present invention, it is possible to recommend customers who are likely to purchase products in association with the sales activity schedule of sales staff. [Brief explanation of the drawings]

[0011] [Figure 1] Diagram showing an overview of the destination recommendation function [Figure 2] Diagram showing the overall configuration of the destination recommendation system [Figure 3A] Hardware block diagram showing the server hardware configuration [Figure 3B] Functional block diagram showing the functional configuration of the server [Figure 4A] Hardware block diagram showing the hardware configuration of a terminal device [Figure 4B] Functional block diagram showing the functional configuration of a terminal device [Figure 5A] Hardware block diagram showing the hardware configuration of a smartphone [Figure 5B] Functional block diagram showing the functional configuration of a smartphone [Figure 6] Diagram showing customer data [Figure 7A] Diagram showing AI customer list [Figure 7B] A diagram showing an AI customer list according to a modified example [Figure 8A] A diagram showing customer search screen 800A [Figure 8B] FIG. 8 shows an activity input screen 800B. [Figure 9] FIG. 9 shows an activity note screen 900 of a terminal device. [Figure 10A] A diagram showing an activity note screen 1000A of a smartphone [Figure 10B] A diagram showing an activity note screen 1000B of a smartphone [Figure 10C] A diagram showing the activity note screen 1000C of a smartphone [Figure 11] Flowchart showing the operation of the server [Figure 12]Flowchart showing the operation of the terminal device DETAILED DESCRIPTION OF THE INVENTION

[0012] Various embodiments will be described below with reference to the accompanying drawings. Note that common components in the drawings are designated by the same reference numerals. It should also be noted that components shown in one drawing may be omitted in another drawing for the sake of clarity. It should also be noted that the accompanying drawings are not necessarily drawn to scale.

[0013] 1. Overview of the destination recommendation function As shown in Figure 1, the destination recommendation function uses an analytical tool to analyze customer data (hereinafter referred to as "customer data"), such as insurance product policyholders and prospective policyholders, to create a customer list (hereinafter referred to as an AI customer list) containing customers who are likely to sign new insurance product contracts, and recommends destinations to sales representatives based on the sales activity schedule of the sales representatives and the AI ​​customer list. The destination recommendation is performed by superimposing the destinations related to the sales activity schedule and the recommended destinations on a map image. Furthermore, the destination recommendation may be synchronized not only with the terminal device distributed to the sales representative but also with their smartphone. 2. Overall configuration of the destination recommendation system As shown in FIG. 2, a destination recommendation system 1 according to one embodiment includes a plurality of terminal devices 101 distributed to sales representatives of an insurance company, and a server 102 capable of communicating with the plurality of terminal devices 101 via a network 104. The terminal devices 101 are capable of displaying a map image including the addresses or residences of customers to be visited. The destination recommendation system 1 may also include a smartphone 105 distributed to the sales representatives. The server 102 includes customer data 220, an analysis tool 210 that analyzes and parses the customer data 220, and an AI customer list 230 created based on the analysis results of the analysis tool 210.

[0014] <Server 102> The server 102 is, for example, a cloud server or an on-premise server. The server 102 is an information processing device capable of communicating with the terminal device 101 via a network 104. The server 102 may be composed of one server device or multiple server devices. The server 102 has an analysis tool 210 that analyzes customer data 220. The analysis tool 210 is a statistical analysis tool and includes multiple libraries of machine learning programs. The analysis tool 210 according to one embodiment analyzes the customer data 220. The server 102 also has the customer data 220 analyzed by the analysis tool 210 and an AI customer list 230 created based on the analysis results of the customer data 220 by the analysis tool 210.

[0015] 3. Hardware Configuration and Functions of Server 102 The hardware configuration of the server 102 of the destination recommendation system 1 according to one embodiment will be described with reference to FIG. 3A.

[0016] (Hardware configuration of server 102) Roughly speaking, the server 102 includes a storage 301, a communication interface 302, and a controller 303. Note that hereinafter, the interface will be referred to as "I / F." The storage 301 is a hard disk drive (HDD) or a solid state drive (SSD). The storage 301 stores the above-mentioned analysis tool 210, customer data 220, AI customer list 230, an operating system (OS), and various applications. The communication I / F 302 is a network controller, and communicates with external devices via the network 104. The communication method of the communication I / F 302 may be wired or wireless. The communication protocol used by the communication I / F 302 is selected as appropriate.

[0017] The controller 303 includes a central processing unit (CPU) 310, a random access memory (RAM) 311, a read only memory (ROM) 312, an input / output interface (I / F) 313, a bus 314, and the like.

[0018] The CPU 310 functions as a computer for the server 102, and executes the OS and applications and performs data processing. The CPU 310 may be a single processor or multiple processors. A GPU (Graphics Processing Unit) may also be used instead of the CPU 310. The RAM 311 is a main memory used for temporary data storage. The ROM 312 stores data necessary for basic system operations, such as an OS boot program, device firmware, and setting information. The input / output I / F 313 communicably connects the controller 303 to peripheral devices of the controller 303. The bus 314 is a data transmission path communicably connecting the CPU 310 in the controller 303 to other components (e.g., the ROM 312, the RAM 311, and the input / output I / F 313).

[0019] (Function of the controller 303 of the server 102) The function of the controller 303 of the server 102 of the destination recommendation system 1 according to one embodiment will be described with reference to FIG. 3B.

[0020] The CPU 310 reads and executes various applications (including the analysis tool 210), causing the controller 303 to execute various functions. The controller 303 functions as a customer data storage unit 320, a customer data analysis unit 321, a customer list creation unit 322, a customer list storage unit 323, a visitation information acquisition unit 324, a visitation recommendation unit 325, etc.

[0021] The customer data storage unit 320 stores the customer data 220, which is updated and added daily, in the storage 301.

[0022] The customer data analysis unit 321 analyzes the customer data 220 stored in the storage 301 to analyze customers who have purchased insurance products. For example, the customer data analysis unit 321 performs decision tree analysis, a machine learning method that classifies and regresses data in a tree format, to (1) automatically determine the factor that has the greatest influence on the purchase of an insurance product and create a branch, (2) determine the factor that has the next greatest influence on the purchase of the insurance product for the created branch and create another branch, and (3) repeat the above (1) and (2) to extract factors that increase the probability of purchasing the insurance product. The customer data analysis unit 321 analyzes potential customers who will sign up for an insurance product using a classification tree, a regression tree, a random forest, or the like.

[0023] The customer list creation unit 322 creates an AI customer list 230 containing information about customers determined to be highly likely to enter into new insurance contracts based on the analysis results of the customer data 220 by the customer data analysis unit 321. The customer list creation unit 322 may create the AI ​​customer list 230 containing information about customers determined to be highly likely to enter into new insurance contracts for each insurance product or type of insurance product, or may create the AI ​​customer list 230 regardless of the insurance product or type of insurance product. The customer list creation unit 322 may automatically create the AI ​​customer list 230 by inputting the analysis results analyzed by the customer data analysis unit 321, or may create the AI ​​customer list 230 according to instructions from a list creator who refers to the analysis results analyzed by the customer data analysis unit 321.

[0024] The customer list storage unit 323 stores the AI ​​customer list 230 created by the customer list creation unit 322 in the storage 301.

[0025] The visited destination information acquisition unit 324 acquires, from the terminal device 101, the visited destinations of customers related to the planned activities input by the sales representative using the terminal device 101. For example, if a sales representative inputs a planned activity of visiting customers A, B, and C on a certain day, the visited destination information acquisition unit 324 acquires the addresses or residences of customers A, B, and C. The visited destination information acquisition unit 324 may acquire all of the addresses or residences related to multiple activities scheduled for a certain day, or may acquire only selected activities from the multiple activities.

[0026] The destination recommendation unit 325 recommends additional destinations to the sales representative based on the AI ​​customer list 230 stored by the customer list storage unit 323 and the destinations acquired by the destination information acquisition unit 324. The destination recommendation unit 325 searches the AI ​​customer list 230 for one or more customers whose addresses or residences are close to the destinations acquired by the destination information acquisition unit 324, and recommends the searched one or more customers to the sales representative as additional destinations. The destination recommendation unit 325 determines potential customers from the AI ​​customer list 230 who are in the same neighborhood as the destination acquired by the destination information acquisition unit 324, and recommends them as additional destinations. In addition, the destination recommendation unit 325 may recommend additional destinations using the straight-line distance between the destination acquired by the destination information acquisition unit 324 and the address or residence of a customer in the AI ​​customer list 230, or may recommend additional destinations using the route from the destination acquired by the destination information acquisition unit 324 to the address or residence of a customer in the AI ​​customer list 230, or may recommend additional destinations using the time required to travel from the destination acquired by the destination information acquisition unit 324 to the address or residence of a customer in the AI ​​customer list 230 (this time may be the time required on foot, the time required by car, or the time required by public transportation).

[0027] 4. Hardware configuration and functions of terminal device 101 The hardware configuration of the terminal device 101 of the destination recommendation system 1 according to one embodiment will be described with reference to FIG. 4A.

[0028] (Hardware configuration of terminal device 101) The terminal device 101 generally includes a display unit 401 , a touch sensor 402 , a communication I / F 403 , and a controller 405 .

[0029] The display unit 401 is a liquid crystal display or an organic EL display, and displays various screens described below. The touch sensor 402 is a sensor that detects contact or approach of a user's finger or an object (for example, a touch pen) with the display unit 401. The touch sensor type may be a resistive type or a capacitive type. The communication I / F 403 is a network controller, and communicates with an external device via the network 104. The communication type of the communication I / F 403 may be wired or wireless. The communication protocol used by the communication I / F 403 is selected as appropriate.

[0030] The controller 405 includes a CPU 410, a RAM 411, a storage 412, an input / output I / F 413, a bus 414, and the like.

[0031] The CPU 410 functions as a computer of the terminal device 101, and executes the OS and applications and performs data processing. The CPU 410 may be one processor or multiple processors. A GPU (Graphics Processing Unit) may be used instead of the CPU 410. The RAM 411 is a main memory used for temporary data storage. The storage 412 is a flash memory or the like and stores the OS, various applications, etc. The input / output I / F 413 communicably connects the controller 405 to peripheral devices of the controller 405. The bus 414 is a data transmission path communicably connecting the CPU 410 in the controller 405 to other components (e.g., the storage 412, the RAM 411, and the input / output I / F 413).

[0032] (Functional block of the controller 405 of the terminal device 101) With reference to FIG. 4B, the function of the controller 405 of the terminal device 101 of the destination recommendation system 1 according to one embodiment will be described.

[0033] The CPU 410 reads and executes various applications, causing the controller 405 to execute various functions. The controller 405 functions as an activity schedule input unit 420, an activity schedule management unit 421, a map data acquisition unit 422, a visiting destination information transmission unit 423, a recommended visiting destination reception unit 424, a display control unit 425, a smartphone link unit 426, and the like.

[0034] The activity schedule input unit 420 inputs the sales representative's activity schedule in accordance with the sales representative's operation. The activity schedule input unit 420 inputs the activity schedule input by the sales representative, linking it with the date and time period for the planned activity. For example, the sales representative searches the customer data 220 for a customer they plan to visit, and inputs the information of the customer found in the search, linking it with the date and time period for the planned visit. At this time, the sales representative inputs the information of the customer found in the search, as well as the purpose of the visit to the customer, whether or not there is an appointment to visit the customer, whether or not there is a partner who will accompany the sales representative, and their name, etc. The activity schedule input unit 420 inputs the various information input by the sales representative as the activity schedule.

[0035] The activity schedule management unit 421 manages the activity schedule input by the activity schedule input unit 420 by linking it to a date and a time period.

[0036] The map data acquisition unit 422 acquires map data from an external device that provides map data of the area around the area input by the sales representative as an activity schedule. A map image generated using the map data acquired by the map data acquisition unit 422 is displayed on the display unit of the terminal device.

[0037] The visit destination information sending unit 423 sends information about visit destinations related to the activity schedule managed by the activity schedule management unit 421 to the server 102. The visit destination information sent to the server 102 is used by the visit destination recommendation unit 325 of the server 102. As described above, the visit destination recommendation unit 325 recommends additional visit destinations to the sales representative based on the AI ​​customer list 230 stored in the customer list storage unit 323 and the visit destinations acquired by the visit destination information acquisition unit 324.

[0038] The recommended destination receiving unit 424 receives additional destinations recommended by the destination recommendation unit 325 of the server 102 .

[0039] The display control unit 425 displays various types of information on the display unit 401 of the terminal device 101. For example, the display control unit 425 displays various screens, such as screens 800A and 800B for inputting activity schedules and an activity note screen 900, which will be described later, on the display unit 401.

[0040] The smartphone linking unit 426 links the terminal device 101 and the smartphone 105, and synchronizes information entered into the terminal device 101, information managed by the terminal device 101, information acquired by the terminal device 101, etc. with the smartphone 105.

[0041] 5. Hardware configuration and functions of the smartphone 105 The hardware configuration of the smartphone 105 will be described with reference to FIG. 5A.

[0042] (Hardware configuration of smartphone 105) Roughly speaking, the smartphone 105 includes a display unit 501, a touch sensor 502, a communication I / F 503, and a controller 505. The display unit 501, the touch sensor 502, the communication I / F 503, and the controller 505 are substantially the same as the display unit 401, the touch sensor 402, the communication I / F 403, and the controller 405 of the terminal device 101, and therefore a description thereof will be omitted.

[0043] (Functional blocks of the controller 505 of the smartphone 105) With reference to FIG. 5B, the function of the controller 505 of the smartphone 105 in the destination recommendation system 1 according to one embodiment will be described.

[0044] The CPU 510 reads and executes various applications, causing the controller 505 to execute various functions. The controller 505 functions as an activity schedule input unit 520, an activity schedule management unit 521, a map data acquisition unit 522, a visiting destination information transmission unit 523, a recommended visiting destination receiving unit 524, a display control unit 525, a terminal device linkage unit 526, and the like. The activity schedule input unit 520, the activity schedule management unit 521, the map data acquisition unit 522, the visiting destination information transmission unit 523, the recommended visiting destination receiving unit 524, and the display control unit 525 are substantially similar to the activity schedule input unit 420, the activity schedule management unit 421, the map data acquisition unit 422, the visiting destination information transmission unit 423, the recommended visiting destination receiving unit 424, and the display control unit 425 of the terminal device 101, and therefore description thereof will be omitted.

[0045] The terminal device linking unit 526 links the terminal device 101 and the smartphone 105, and synchronizes information input to the smartphone 105, information managed by the smartphone 105, information acquired by the smartphone 105, and the like with the terminal device 101.

[0046] 6. Customer Data 220 Referring to FIG. 6, the customer data 220 will be described in detail.

[0047] The customer data 220 is data containing information about customers owned by the insurance company. The customer data 220 includes data about policyholders who have signed up for insurance products and data about prospective policyholders who have considered signing up for insurance products. For example, the customer data 220 includes an ID 600 for identifying a customer, a customer's name 601, a customer's name in katakana 602, a customer's postal code 603, a customer's address or residence 604, a customer's telephone number 605, a customer's email address 606, a customer's age 607, a customer's gender 608, a customer's marital status 609, information about the customer's family 610, and an insurance product subscription status 611 (which may include premiums and coverage details).

[0048] The customer data 220 may include information other than the above items. For example, the customer data 220 may include the customer's health condition, medical history, annual income, history of dealings with the customer (which may include the number of inquiries, the content of the inquiries, and the content of the complaint handling), insurance money received by the customer in the past, etc.

[0049] 7. AI Customer List 230 The AI ​​customer list 230 will be described in detail with reference to FIG.

[0050] The AI ​​customer list 230 is a list containing information on customers who have been determined to have a high likelihood of signing up for insurance products. This AI customer list 230 is a customer list created from the customer data 220. The AI ​​customer list 230 is a list created based on the analysis results of the customer data 220 analyzed by the analysis tool 210, and includes at least the names of customers who are likely to sign new insurance product contracts and the addresses or residences of those customers.

[0051] For example, the AI ​​customer list 230 includes an ID 700 for identifying a customer, a customer name 701, a customer name in furigana 702, a customer address or zip code 703, a customer address or residence 704, a customer telephone number 705, a customer email address 706, a customer age 707, a customer gender 708, a customer's marital status 709, information about the customer's family 710, and an insurance product subscription status 711. The AI ​​customer list 230 is a list of customers determined from the customers in the customer data 220 by decision tree analysis using the analysis tool 210, but the method for analyzing the customer data 220 is not limited to decision tree analysis.

[0052] 7´.AI Customer List 230´ In the above description, the customer data 220 and the AI ​​customer list 230 are prepared as separate data tables. However, the customer data 220 and the AI ​​customer list 230 may be merged into a single data table. Specifically, the AI ​​customer list 230′ according to this modification includes a customer ID 700′ for identifying a customer, a customer name 701′, a customer name in katakana 702′, a customer address or zip code 703′, a customer address or zip code 704′, a customer telephone number 705′, a customer email address 706′, a customer age 707′, a customer gender 708′, a customer's marital status 709′, information about the customer's family 710′, and an insurance product enrollment status 711′, as well as a prospective enrollment flag 712′. The prospective enrollment flag 712′ is a flag indicating a customer determined by decision tree analysis by the analysis tool 210. A customer to which this flag is attached is likely to enter into a new insurance product contract.

[0053] 8. Enter your activity schedule A method for inputting an activity schedule will be described with reference to Figures 8A and 8B. Here, the method for inputting an activity schedule will be described with reference to a screen displayed on the display unit 501 of the smartphone 105, but it is also possible to input an activity schedule in the same way on a screen displayed on the display unit 401 of the terminal device 101.

[0054] (Search for customers) First, a sales representative searches for a customer they plan to visit on customer search screen 800A shown in Fig. 8A. Customer search screen 800A has a convenience store sales representative input field 801A for searching for customers that the sales representative or convenience store is responsible for, a customer type selection area 802A for selecting the type of customer, a name input field 803A for entering the customer's name, a gender / corporation selection area 804A for selecting the customer's gender and corporation, an address search button 805A for selecting a customer from a list of addresses, and a postal code search button 806A for selecting a customer from a postal code.

[0055] Combination store sales representative input field 801A is a field for inputting the name of a sales representative or combination store, and a search is performed for customers served by the sales representative or combination store whose name is input in combination store sales representative input field 801A. The search using the characters or character string input in combination store sales representative input field 801A may be an exact match search that searches for a name that exactly matches the characters or character string input in combination store sales representative input field 801A, or a partial match search that searches for a name that includes the characters or character string input in combination store sales representative input field 801A.

[0056] In the customer type selection area 802A, the type of customer to be visited can be selected from "All" for all customers, "Policyholder" for those who have signed up for insurance products, "Insured" for those who are insured under an insurance contract, and "Self-registered customer" for customers registered by a sales representative. The selected customer type will be the search target.

[0057] Name input field 803A is a field for inputting the name of a customer who is scheduled to be visited, and a search is performed for customers who have the name input in name input field 803A. The search using the characters or character string input in name input field 803A may be an exact match search that searches for a name that exactly matches the characters or character string input in name input field 803A, or may be a partial match search that searches for a name that includes the characters or character string input in name input field 803A.

[0058] In the gender / corporation selection area 804A, the gender and corporation of the customer to be visited can be selected from "Male" for male customers, "Female" for female customers, and "Corporate" for corporate customers. The selected gender and / or corporation will be the search target.

[0059] The address search button 805A is a button for searching for customers by address. For example, tapping the address search button 805A displays a list of prefectures, cities, wards, counties, and towns and villages, and when an address is selected, a search is performed for customers with the selected address. The postal code search button 806A is a button for searching for customers by postal code. For example, tapping the postal code search button 806A displays a field for entering a postal code, and when a postal code or part of a postal code is entered in that field, a search is performed for customers with an address corresponding to the entered postal code.

[0060] (Enter activity) When a customer is searched for using the above-described customer search screen 800A or the like, it is necessary to input the date and time of visiting the customer. The sales representative inputs the date and time of visiting the searched customer on activity input screen 800B shown in FIG. 8B. Activity input screen 800B has a visit destination display area 801B that displays the name of the searched customer, a combination input field 802B for inputting the combination that will accompany the sales representative to the visit destination, a visit date input field 803B that indicates the date of the visit to the visit destination, and an activity time field 804B for inputting the time for conducting sales activities at the visit destination.

[0061] A search mark is displayed in the combination input field 802B for searching for a combination that will accompany the sales representative, and a clear button is displayed near the combination input field 802B for clearing the combination name entered in the combination input field 802B.

[0062] A search mark is displayed in the combination input field 802B for searching for a combination that will accompany the sales representative, and a clear button is displayed near the combination input field 802B for clearing the combination name entered in the combination input field 802B.

[0063] In addition, a calendar button for specifying the visit date on a calendar is displayed in the visit date input field 803B, and a clear button for clearing the visit date entered in the visit date input field 803B is displayed near the visit date input field 803B.

[0064] In the activity time field 804B, the time for which sales activities or the like will be carried out at the visited location is input in units of time (for example, in units of 10 minutes).

[0065] 9. Activity Note Screen 900 (Display on Terminal Device 101) The activity notebook screen 900 will be described in detail with reference to Figure 9. The activity notebook screen 900 displays a schedule of one or more planned activities entered on the activity input screen 800B described above, a map image plotting destinations related to one or more activities, information on recommended destinations, etc. Sales representatives can refer to the activity notebook screen 900 to check the planned activities, the locations of destinations, recommended destinations, etc.

[0066] The activity notebook screen 900 includes a << button 901 , a date field 902 , a >> button 903 , a calendar button 904 , a day display button 905 , a week display button 906 , a month display button 907 , and an event calendar button 908 .

[0067] The << button 901 is a button for displaying the activity notebook screen for the previous day. The date field 902 displays the specified date. The activity notebook screen 900 displays the activity schedule for the date displayed in the date field 902. The >> button 903 is a button for displaying the activity notebook screen for the next day. The calendar button 904 is a button for displaying the calendar screen in a separate window. The day display button 905 is a button for displaying the activity notebook screen on a daily basis. Since Figure 9 shows the activity notebook screen on a daily basis, when the day display button 905 is selected, the activity notebook screen for "March 5, 2024" is redisplayed. The week display button 906 is a button for displaying the activity notebook screen on a weekly basis. The month display button 907 is a button for displaying the activity notebook screen on a monthly basis. The event calendar button 908 is a button for displaying the event calendar screen.

[0068] The activity notebook screen 900 also includes a household information button 909, an activity input button 910, a next schedule button 911, an activity history button 912, a neighborhood search button 913, a customer registration button 914, a model plan selection button 915, a proposal creation button 916, a proposal list button 917, a surrounding area map button 918, and a display switch button 919.

[0069] The household information button 909 is a button for displaying a household information screen containing information about the households to be visited for the scheduled activity. The activity input button 910 is a button for displaying a screen for inputting the activity schedule, results, etc. FIG. 8B is a screen of the smartphone 105, and a screen similar to FIG. 8B is displayed by selecting the activity input button 910. The next schedule button 911 is a button for displaying a screen for inputting the schedule for the activity to be scheduled for the next scheduled activity for the customer. The activity history button 912 is a screen for displaying the activity history screen. The neighborhood search button 913 is a button for displaying the neighborhood search results associated with the activity associated with the selected customer in the recommended visit list 940 (described later). The customer registration button 914 is a button for displaying a customer registration screen for registering a customer. The model plan selection button 915 is a button for displaying a model plan screen for creating a model plan. The proposal creation button 916 is a button for displaying a new contract screen for creating a new contract. The proposal list button 917 is a button for displaying the creation history of proposals with the selected customer as the insured. The surrounding area map button 918 is a button for displaying a map screen in a separate window. The display switch button 919 is a button for switching to a screen that displays a list of one or more activity plans displayed in the activity schedule area 920.

[0070] The activity note screen 900 also has an activity schedule area 920 that displays scheduled activities for each unit time. The activity schedule area 920 has a visit time column 921 that indicates the visit time, an activity details column 922 that indicates the name of the customer who will be visited at the time indicated in the visit time column 921, the purpose of the visit, etc., and a result column 923 for inputting the results of the visit.

[0071] The activity details column 922 displays the customer's name, the purpose of the activity, whether or not there is an appointment, the name of the companion (accompanying person), the likelihood of a contract, and the like.

[0072] The activity notebook screen 900 also has a map area 930 in which marks indicating the locations of destinations related to the scheduled activity are superimposed on a map. The map area 930 displays a mark (e.g., a red mark) 931 indicating the locations of destinations related to the activity included in the activity schedule area 920, as well as a mark (e.g., a blue mark) 932 indicating the locations of the addresses or residences of customers who are likely to sign a new insurance contract and who are located near the destination. A speech bubble 933 including the customer's name and the time of the visit is added to the mark 931. The customer's name may also be added near the mark 931 and the mark 932. Customers who are likely to sign a new insurance contract are customers recommended by the destination recommendation unit 325. The destination recommendation unit 325 recommends additional destinations to the sales staff based on the AI ​​customer list 230 stored by the customer list storage unit 323 and the destinations acquired by the destination information acquisition unit 324 (in the example of Figure 9, the address of Suzuki ×〇〇 and the address of Sasaki △〇).

[0073] Mark 931 and mark 932 may be different in color, shape, size, or orientation, as long as they are distinguishable by the sales staff.

[0074] The activity notebook screen 900 also includes a recommended visit list 940 that displays a list of additional visits recommended by the visit recommendation unit 325. The recommended visit list 940 includes a number 941, the name 942 of the recommended customer, the age 943 of the customer, and the address or residence 944 of the customer. Note that the name 942 may also include the reason for recommending the customer.

[0075] 10. Activity Note Screens 1000A-C (Display on Smartphone 105) The display unit 401 of the smartphone 105 may display activity notebook screens 1000A to 1000C similar to the above-described activity notebook screen 900. The activity notebook screen 1000A displayed on the display unit 401 of the smartphone 105 includes an activity schedule area 1020 that displays planned activities for each unit time, similar to the above-described activity schedule area 920. The activity notebook screen 1000A also displays a surrounding button 1021 for displaying on a map the destinations related to the activities included in the activity schedule area 1020.

[0076] When the sales representative selects the surrounding area button 1021, a separate screen 1000B is displayed with a map area 1030, similar to the map area 930 described above, in which marks indicating the locations of the destinations related to the planned activity are superimposed on the map.

[0077] Furthermore, the activity notebook screen 1000C may display a recommended visit list 1040 that shows a list of additional destinations recommended by the destination recommendation unit 325, similar to the recommended visit list 940 described above.

[0078] 11. Flowchart showing processing of server 102 (FIG. 11) The controller 303 of the server 102 stores customer data, which is updated and added daily, in the storage 301 as customer data 220 (S100).

[0079] The controller 303 analyzes the customer data 220 to analyze the customer who purchased the insurance product (S101). For example, the customer data analysis unit 321 performs the decision tree analysis as described above to analyze the customer.

[0080] The controller 303 creates an AI customer list 230 of customers who are likely to sign new insurance contracts based on the analysis results of the customer data 220 (S102). Then, the controller 303 stores the created AI customer list 230 in the storage 301 (S103).

[0081] The controller 303 acquires from the terminal device 101 information on the customer's visit destinations related to the activity schedule input by the sales representative using the terminal device 101 (S104).

[0082] Then, the controller 303 recommends additional destinations to the sales staff based on the stored AI customer list 230 and the acquired destinations (S105). The controller 303 determines potential customers from the AI ​​customer list 230 who are in the same neighborhood as the acquired destinations, and recommends them as additional destinations.

[0083] 12. Flowchart showing the processing of the terminal device 101 (FIG. 12) The controller 405 of the terminal device 101 inputs the sales representative's activity schedule in accordance with the sales representative's operation (S200). The controller 405 inputs the activity schedule input by the sales representative, linking it with the date and time period for the planned activity. At this time, the sales representative inputs information about the customer found in the search, as well as the purpose of visiting the customer, whether or not there is an appointment for the visit with the customer, whether or not there is a partner accompanying the sales representative and their name, etc. The controller 405 inputs the various information input by the sales representative as the activity schedule.

[0084] The controller 405 stores the activity schedule input by the activity schedule input unit 420 in association with the date and time period (S201).

[0085] The controller 405 acquires map data of the surrounding area input by the sales representative as an activity schedule from an external device that provides map data (S202). A map image generated using the map data acquired by the controller 405 is displayed on the display unit 401 of the terminal device 101.

[0086] The controller 405 transmits information about the destinations related to the planned activity stored in the storage 412 to the server 102 (S203). Then, the controller 405 receives additional destinations recommended from the server 102 (S204).

[0087] The controller 405 displays the activity notebook screen 900 on the display unit 401 (S204). In the map area 930 of the activity notebook screen 900, superimposed on the map image, are displayed marks 931 indicating the locations of destinations related to the activities included in the activity schedule area 920, and marks 932 indicating the locations of destinations near the destinations and addresses or residences of customers who are likely to sign new insurance contracts.

[0088] 13. Effects of this embodiment According to the above-described destination recommendation system 1 and terminal device 101 according to the embodiment, it is possible to recommend customers who are likely to sign a contract for an insurance product in association with the schedule of sales activities by sales representatives.

[0089] Sales representatives can efficiently visit recommended potential customers who have a high likelihood of signing a contract, in line with the daily sales activities they have input. Furthermore, sales representatives' managers can encourage sales representatives to visit potential customers who have a high likelihood of signing a contract and can be visited efficiently, in addition to the sales activity schedules input by the sales representatives.

[0090] 14. Summary of Destination Recommendation System 1 A destination recommendation system according to one embodiment includes a terminal device capable of displaying a map image including an address or a residence of a visiting customer, and an information processing device capable of communicating with the terminal device via a network, The information processing device includes: a customer data storage means for storing customer data; analysis means for analyzing the customer data stored by the customer data storage means; a customer list creation means for creating a customer list including the names and addresses or residences of customers who are determined to be highly likely to purchase products based on the analysis results of the customer data analyzed by the analysis means, The terminal device an activity schedule input means for inputting a schedule of activities to be performed by the sales staff; a destination information sending means for sending destinations of the customer related to the activity schedule inputted by the activity schedule input means, The information processing device includes: a visiting destination information acquiring means for acquiring the visiting destinations transmitted by the visiting destination information transmitting means; and a destination recommendation means for recommending additional destinations to the sales representative based on the customer list created by the customer list creation means and the destinations acquired by the destination information acquisition means, The terminal device a recommended destination receiving means for receiving the additional destination recommended by the information processing device; The information processing device further includes a display control means for superimposing the additional destinations received by the recommended destination receiving means and the destinations of the customer related to the activity schedule on a map image and displaying them on the display unit of the information processing device.

[0091] In addition, in the above-described destination recommendation system according to one embodiment, The destination recommendation means determines a destination to be recommended based on the address or residence of the customer list and the address or residence of the customer related to the planned activity.

[0092] In addition, in the above-described destination recommendation system according to one embodiment, The display control means displays the additional destinations and the destinations of the customer related to the scheduled activity in a distinguishable manner.

[0093] In addition, in the above-described destination recommendation system according to one embodiment, The display control means displays the map image and the list of the additional destinations superimposed on the map image on the same screen.

[0094] In addition, in the above-described destination recommendation system according to one embodiment, The display control means displays the map image, a list of the additional destinations superimposed on the map image, and the schedule of activities for the sales representative input by the activity schedule input means on the same screen.

[0095] 21. Summary of display control methods A display control method according to one embodiment is a display control method for a display unit of a terminal device capable of displaying a map image including an address or a residence of a visiting customer, the method comprising: a customer data storage step of storing customer data; an analyzing step of analyzing the customer data stored in the customer data storing step; a customer list creation step of creating a customer list including the names and addresses or residences of customers determined to be highly likely to purchase products based on the analysis results of the customer data analyzed in the analysis step; an activity schedule input step of inputting a schedule of activities to be performed by the sales staff; a visiting destination information acquisition step for acquiring visiting destinations of the customer related to the activity schedule inputted in the activity schedule input step; a visiting destination recommendation step of recommending additional visiting destinations to the sales representative based on the customer list created in the customer list creation step and the visiting destinations acquired in the visiting destination information acquisition step; a recommended destination receiving step of receiving the additional destination recommended in the destination recommendation step; The method includes a display control process for superimposing the additional destinations received in the recommended destination receiving process and the destinations of the customer related to the activity schedule on a map image and displaying them on the display unit of the information processing device.

[0096] In addition, in the above-described display control method according to one embodiment, The destination recommendation step determines a destination to be recommended based on the address or residence of the customer list and the address or residence of the customer related to the planned activity.

[0097] In addition, in the above-described display control method according to one embodiment, The display control step displays the additional destinations and the destinations of the customer related to the activity schedule in a distinguishable manner.

[0098] In addition, in the above-described display control method according to one embodiment, The display control step displays the map image and the list of the additional destinations superimposed on the map image on the same screen.

[0099] In addition, in the above-described display control method according to one embodiment, The display control step displays the map image, a list of the additional destinations superimposed on the map image, and the schedule of activities for the sales representative inputted by the activity schedule input step on the same screen.

[0100] 22. Summary of terminal devices A terminal device according to one embodiment is a terminal device capable of displaying a map image including an address or a location of a customer to be visited, an activity schedule input means for inputting a schedule of activities to be performed by the sales staff; a destination information transmission means for transmitting destinations of the customer related to the activity schedule inputted by the activity schedule input means; a recommended destination receiving means for receiving additional destinations recommended based on the destinations of the customers related to the planned activities transmitted by the destination information transmitting means and a customer list including the names and addresses or residences of customers determined to be likely to purchase products, which is created based on the analysis results of the customer data analyzed by the analysis tool; The information processing device is provided with a display control means for superimposing the additional destinations received by the recommended destination receiving means and the destinations of the customer related to the activity schedule on a map image and displaying them on the display unit of the information processing device.

[0101] In addition, in the terminal device according to one embodiment, The additional destinations are determined based on the addresses or residences of the customer list and the addresses or residences of the customers for whom the activity is scheduled.

[0102] In addition, in the terminal device according to one embodiment, The display control means displays the additional destinations and the destinations of the customer related to the scheduled activity in a distinguishable manner.

[0103] In addition, in the terminal device according to one embodiment, The display control means displays the map image and the list of the additional destinations superimposed on the map image on the same screen.

[0104] In addition, in the terminal device according to one embodiment, The display control means displays the map image, a list of the additional destinations superimposed on the map image, and the schedule of activities for the sales representative input by the activity schedule input means on the same screen.

[0105] (Other Examples) The present invention can also be realized by executing the following process. That is, software (programs) that realize the functions of the above-described embodiments are supplied to a system or device via a network or various storage media, and the computer (or CPU, MPU, etc.) of the system or device reads and executes the program. The present invention may be applied to a system consisting of multiple devices, or to a device consisting of a single device. The present invention is not limited to the above-described embodiments, and various modifications (including organic combinations of the embodiments) are possible based on the spirit of the present invention, and these modifications are not excluded from the scope of the present invention. That is, all configurations that combine the above-described embodiments and their modifications are included in the present invention.

[0106] For example, in the above-described embodiment, information processing is performed between the server 102 and the terminal device 101, and the activity note screen 900 is displayed on the display unit 401 of the terminal device 101, in which the recommended additional destinations and the destinations of the customer related to the activity schedule are superimposed on a map image. However, the activity note screen 900 may be displayed only by the terminal device 101 without information processing with the server 102. When the activity note screen 900 is displayed only by the terminal device 101, the terminal device 101 includes a customer data storage unit 320, a customer data analysis unit 321, a customer list creation unit 322, a customer list storage unit 323, a destination information acquisition unit 324, a destination recommendation unit 325, an activity schedule input unit 420, an activity schedule management unit 421, a map data acquisition unit 422, a destination information transmission unit 423, a recommended destination reception unit 424, a display control unit 425, etc.

[0107] In the above embodiment, insurance products have been described as an example of the products of the present invention, but the products of the present invention are not limited to insurance products. For example, the products of the present invention include various products such as insurance products, real estate, securities, precious metals, cosmetics, English language learning materials, and clothing. [Explanation of symbols]

[0108] 1: Destination recommendation system 101: Terminal device 102: Server 320: Customer data storage unit 321: Customer Data Analysis Department 322: Customer List Creation Department 323: Customer list storage unit 324: Visit destination information acquisition department 325: Destination Recommendation Department 420: Activity Schedule Input Section 421: Activity Schedule Management Department 422: Map data acquisition unit 423: Visiting information sending unit 424: Recommendation destination receiving unit 425: Display control unit 426: Smartphone Connection Department

Claims

1. A destination recommendation system comprising: a terminal device capable of displaying a map image including the address or residence of a visiting customer; and an information processing device capable of communicating with the terminal device via a network, The information processing device includes: a customer data storage means for storing customer data; analysis means for analyzing the customer data stored by the customer data storage means; a customer list creation means for creating a customer list including the names and addresses or residences of customers who are determined to be likely to purchase products based on the analysis results of the customer data analyzed by the analysis means, The terminal device an activity schedule input means for inputting a schedule of activities to be performed by the sales staff; a destination information sending means for sending destinations of the customer related to the activity schedule inputted by the activity schedule input means, The information processing device includes: a visiting destination information acquiring means for acquiring the visiting destinations transmitted by the visiting destination information transmitting means; and a destination recommendation means for recommending additional destinations to the sales representative based on the customer list created by the customer list creation means and the destinations acquired by the destination information acquisition means, The terminal device a recommended destination receiving means for receiving the additional destination recommended by the information processing device; and a display control means for superimposing the additional destinations received by the recommended destination receiving means and the destinations of the customer related to the activity schedule on a map image and displaying them on a display unit of the information processing device. A destination recommendation system characterized by the above.

2. The destination recommendation means determines a destination to be recommended based on the address or residence of the customer list and the address or residence of the customer related to the activity schedule. The destination recommendation system according to claim 1 .

3. The display control means displays the additional destinations and the destinations of the customer related to the activity schedule in a distinguishable manner. The destination recommendation system according to claim 1 .

4. The display control means displays the map image and the list of the additional destinations superimposed on the map image on the same screen. The destination recommendation system according to claim 1 .

5. The display control means displays the map image, the list of the additional places to visit superimposed on the map image, and the activity schedule of the sales representative input by the activity schedule input means on the same screen. The destination recommendation system according to claim 1 .

6. A display control method for a display unit of a terminal device capable of displaying a map image including the address or location of a customer to be visited, comprising: a customer data storage step of storing customer data; an analyzing step of analyzing the customer data stored in the customer data storing step; a customer list creation step of creating a customer list including the names and addresses or residences of customers determined to be highly likely to purchase products based on the analysis results of the customer data analyzed in the analysis step; an activity schedule input step of inputting a schedule of activities to be performed by the sales staff; a visiting destination information acquisition step for acquiring visiting destinations of the customer related to the activity schedule inputted in the activity schedule input step; a visiting destination recommendation step of recommending additional visiting destinations to the sales representative based on the customer list created in the customer list creation step and the visiting destinations acquired in the visiting destination information acquisition step; a recommended destination receiving step of receiving the additional destination recommended in the destination recommendation step; a display control step of superimposing the additional destinations received in the recommended destination receiving step and the destinations of the customer related to the activity schedule on a map image and displaying them on a display unit. A display control method comprising:

7. The destination recommendation step determines a destination to be recommended based on the address or residence of the customer list and the address or residence of the customer related to the activity schedule.

7. The display control method according to claim 6.

8. The display control step displays the additional destinations and the destinations of the customer related to the activity schedule in a distinguishable manner.

7. The display control method according to claim 6.

9. The display control step displays the map image and the list of the additional destinations superimposed on the map image on the same screen.

7. The display control method according to claim 6.

10. The display control step displays the map image, the list of the additional places to visit superimposed on the map image, and the activity schedule of the sales representative inputted in the activity schedule input step on the same screen.

7. The display control method according to claim 6.

11. A terminal device capable of displaying a map image including the address or location of a customer to be visited, an activity schedule input means for inputting a schedule of activities to be performed by the sales staff; a destination information transmission means for transmitting destinations of the customer related to the activity schedule inputted by the activity schedule input means; a recommended destination receiving means for receiving additional destinations recommended based on the destinations of the customers related to the planned activities transmitted by the destination information transmitting means and a customer list including the names and addresses or residences of customers determined to be likely to purchase products, which is created based on the analysis results of the customer data analyzed by the analysis tool; a display control means for superimposing the additional destinations received by the recommended destination receiving means and the destinations of the customer related to the activity schedule on a map image and displaying them on a display unit; A terminal device characterized by:

12. The additional destinations are determined based on the addresses or residences of the customer list and the addresses or residences of the customers involved in the scheduled activity. The terminal device according to claim 11 .

13. The display control means displays the additional destinations and the destinations of the customer related to the activity schedule in a distinguishable manner. The terminal device according to claim 11 .

14. The display control means displays the map image and the list of the additional destinations superimposed on the map image on the same screen. The terminal device according to claim 11 .

15. The display control means displays the map image, the list of the additional places to visit superimposed on the map image, and the activity schedule of the sales representative input by the activity schedule input means on the same screen. The terminal device according to claim 11 .

Images