Server, insurance application support system, insurance application support method, and program

The server-based system addresses the lack of customer consent confirmation and operation acceptance in insurance applications by enabling operation request buttons on representative terminals and pop-up confirmation buttons on customer terminals, ensuring reliable consent and operation acceptance during insurance application processes.

JP7603505B2Active Publication Date: 2024-12-20SONY FINANCIAL GRP INC
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Patent Information

Application Number
JP2021054901
Authority / Receiving Office
JP · JP
Patent Type
Patents
Current Assignee / Owner
Filing Date
2021-03-29
Publication Date
2024-12-20
Estimated Expiration
2041-03-29

AI Technical Summary

Technical Problem

Existing insurance application systems lack the ability to confirm customer consent one by one and accept operations on a customer terminal during the explanation of insurance application details and announcements.

Method used

A server-based system that includes customer and insurance representative terminals connected via a network, displaying explanation screens with operation request buttons, enabling operations on the representative terminal while disabling them on the customer terminal until a confirmation button is pressed, and displaying a pop-up screen with a confirmation button on the customer terminal to accept operations after consent is given.

Benefits of technology

Ensures that customer consent is confirmed one by one and operations are accepted on the customer terminal, enhancing the reliability of insurance application processes.

✦ Generated by Eureka AI based on patent content.

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Patent Text Reader

Abstract

To confirm the consent one by one when the contents of an insurance application are explained, and receive an operation of a customer-side terminal.SOLUTION: When an insurance staff terminal 20 receives a depressing operation of an operation request button by an insurance staff (S102), a server 10 causes a customer-side terminal 22 to display a pop-up screen including a confirmation button so that a customer terminal 22 side operation can be received (S104). When the customer-side terminal 22 accepts a depressing operation of the confirmation button by a customer (S106), the server 10 enables a transition button for transition to the next explanation screen (S108).SELECTED DRAWING: Figure 5
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Description

[Technical field]

[0001] The present invention relates to a server, an insurance application support system, an insurance application support method, and a program, and more particularly to a server, an insurance application support system, an insurance application support method, and a program for supporting an application for insurance. [Background technology]

[0002] Conventionally, a system has been known that allows the customer to complete the entire process from interview to application procedure over an online conference system (Non-Patent Document 1). In this system, an insurance agent explains confirmation items and important points such as application details and notices through the online conference system. The insurance agent also inputs information on behalf of the customer while carefully confirming consent for each item. [Prior art documents] [Non-patent literature]

[0003] [Non-Patent Document 1] Prudential Life Insurance Company, Ltd., News Release, "Introduction of remote system for application procedures," July 1, 2020, Internet<URL:https: / / www.prudential.co.jp / news / pdf / 600 / 20200701.pdf> Summary of the Invention [Problem to be solved by the invention]

[0004] However, when the insurance agent explains the confirmation items and precautions regarding the application details and notices, it is preferable for the customer to confirm consent for each item before entering the information.

[0005] The present invention aims to provide a server, an insurance application support system, an insurance application support method, and a program that can accept operations on a customer's terminal by confirming consent one by one when the contents of an insurance application are explained. [Means for solving the problem]

[0006] In order to achieve the above object, the server of the present invention is a server in an insurance application support system including a customer terminal, a server, and an insurance representative terminal connected via a network, and generates an insurance representative main screen which displays an explanation screen regarding the application for insurance and includes an operation request button for requesting an operation, causes the insurance representative terminal to display the insurance representative main screen in a manner capable of accepting operations from the insurance representative terminal, and generates a customer main screen which displays the explanation screen, causes the customer terminal to display the customer main screen in a manner not capable of accepting operations from the customer terminal, and when the insurance representative terminal accepts the operation of pressing the operation request button, causes the customer terminal to display a pop-up screen including a confirmation button in a manner capable of accepting operations from the customer terminal, and disables a transition button for transitioning to the next explanation screen until the customer terminal accepts the operation of pressing the confirmation button on the pop-up screen, and enables the transition button when the customer terminal accepts the operation of pressing the confirmation button on the pop-up screen.

[0007] In this way, when the insurance agent's terminal accepts the pressing of the operation request button, a pop-up screen including a confirmation button is displayed on the customer's terminal so that operations on the customer's terminal can be accepted, and when the customer's terminal accepts the pressing of the confirmation button on the pop-up screen, a transition button for transitioning to the next explanation screen is enabled. This makes it possible to accept operations on the customer's terminal by confirming consent one by one as the contents of the insurance application are explained.

[0008] The insurance application support system according to the present invention is an insurance application support system including a customer terminal, a server, and an insurance representative terminal, all connected via a network, wherein the server generates an insurance representative main screen which is a main screen for displaying an explanation screen relating to the application for insurance and which includes an operation request button for requesting an operation, causes the insurance representative terminal to display the insurance representative main screen in a manner capable of accepting operations from the insurance representative terminal side, and generates a customer main screen which displays the explanation screen, causes the customer terminal to display the customer main screen in a manner not capable of accepting operations from the customer terminal side, and causes the insurance representative terminal to When the insurance agent's terminal accepts the operation of pressing the operation request button, the server causes the customer's terminal to display a pop-up screen including a confirmation button capable of accepting operations from the customer's terminal, the customer's terminal accepts the operation of pressing the confirmation button by the customer, and until the customer's terminal accepts the operation of pressing the confirmation button on the pop-up screen at the customer's terminal, the server disables the transition button for transitioning to the next explanation screen, and when the customer's terminal accepts the operation of pressing the confirmation button on the pop-up screen, the server enables the transition button.

[0009] An insurance application support method according to the present invention is an insurance application support method in an insurance application support system including a customer terminal, a server, and an insurance representative terminal, all connected via a network, in which the server generates an insurance representative main screen which is a main screen for displaying an explanation screen relating to the application for insurance and which includes an operation request button for requesting an operation, causes the insurance representative terminal to display the insurance representative main screen in a manner capable of accepting operations from the insurance representative terminal side, generates a customer main screen which displays the explanation screen, causes the customer terminal to display the customer main screen in a manner not capable of accepting operations from the customer terminal side, and Finally, when the insurance agent accepts the operation of pressing the operation request button, the server causes the customer terminal to display a pop-up screen including a confirmation button in a manner that allows the insurance agent terminal to accept operations, the customer terminal accepts the operation of pressing the confirmation button by the customer, and until the customer terminal accepts the operation of pressing the confirmation button on the pop-up screen at the customer terminal, the server disables the transition button for transitioning to the next explanation screen, and when the customer terminal accepts the operation of pressing the confirmation button on the pop-up screen, the server enables the transition button.

[0010] The program of the present invention is a program for executing the following operations on a server in an insurance application support system including a customer terminal, a server, and an insurance representative terminal connected via a network: generating an insurance representative main screen that displays an explanatory screen regarding an insurance application, the insurance representative main screen including an operation request button for requesting an operation, displaying the insurance representative main screen on the insurance representative terminal in a manner capable of accepting operations from the insurance representative terminal; generating a customer main screen that displays the explanatory screen, displaying the customer main screen on the customer terminal in a manner not capable of accepting operations from the customer terminal; when the insurance representative terminal accepts a press of the operation request button, displaying a pop-up screen including a confirmation button on the customer terminal in a manner capable of accepting operations from the customer terminal; disabling a transition button for transitioning to the next explanation screen until the customer terminal accepts a press of the confirmation button on the pop-up screen; and enabling the transition button when the customer terminal accepts a press of the confirmation button on the pop-up screen. Effect of the Invention

[0011] As described above, the server, insurance application support system, insurance application support method, and program of the present invention have the effect of being able to confirm consent one by one when the contents of the insurance application are explained, and to accept operations on the customer's terminal. [Brief description of the drawings]

[0012] [Figure 1] 1 is a schematic diagram showing a configuration of an insurance application support system according to an embodiment of the present invention. [Diagram 2] FIG. 2 is a schematic block diagram of an example of a computer that functions as an insurance officer terminal and a customer terminal according to an embodiment of the present invention. [Diagram 3] FIG. 2 is a schematic block diagram of an example of a computer functioning as a server according to an embodiment of the present invention. [Figure 4]FIG. 2 is a block diagram showing a configuration of a server according to an embodiment of the present invention. [Diagram 5] 2 is a sequence diagram showing a process flow of the insurance application support system according to the embodiment of the present invention. FIG. [Figure 6] FIG. 13 is a diagram showing an example of a main screen on an insurance person's side. [Figure 7] FIG. 7 is an enlarged view of the dotted line portion of the main screen on the insurance representative side in FIG. 6. [Figure 8] FIG. 13 is a diagram showing an example of a customer-side main screen when the customer-side terminal is a computer terminal. [Figure 9] FIG. 13 is a diagram showing an example of a customer-side main screen when the customer-side terminal is a mobile terminal. [Figure 10] FIG. 13 is a diagram showing an example of a main screen on an insurance person's side. [Figure 11] FIG. 13 illustrates an example of a pop-up screen. DETAILED DESCRIPTION OF THE PREFERRED EMBODIMENTS

[0013] Hereinafter, an embodiment of the present invention will be described in detail with reference to the drawings.

[0014] As shown in FIG. 1, an insurance application support system 100 according to an embodiment of the present invention includes a server 10, an insurance agent terminal 20 installed at the insurance company, and a customer terminal 22 installed at the customer applying for insurance.

[0015] The server 10, the insurance officer's terminal 20, and the customer's terminal 22 are connected via a network 26 such as the Internet.

[0016] The insurance agent's terminal 20 and the customer's terminal 22 are composed of mobile terminals, computer terminals, etc. Here, the mobile terminals include smartphone terminals, mobile phones, and PDA (Personal Digital Assistants) terminals. The computer terminals include notebook / book type computer terminals and desktop type computer terminals.

[0017] FIG. 2 is a block diagram showing the hardware configuration of the insurance officer's terminal 20 and the customer's terminal 22 in this embodiment.

[0018] 2, the insurance officer's terminal 20 and the customer's terminal 22 each have a CPU (Central Processing Unit) 11, a ROM (Read Only Memory) 12, a RAM (Random Access Memory) 13, a storage 14, an input unit 15, a display unit 16, a communication interface (I / F) 17, and a camera 28. Each component is connected to each other via a bus 19 so as to be able to communicate with each other.

[0019] The CPU 11 is a central processing unit, and executes various programs and controls each part. That is, the CPU 11 reads a program from the ROM 12 or the storage 14, and executes the program using the RAM 13 as a working area. The CPU 11 controls each of the above components and performs various arithmetic processing according to the program stored in the ROM 12 or the storage 14. In this embodiment, the ROM 12 or the storage 14 stores a program for performing various processing.

[0020] The ROM 12 stores various programs and various data. The RAM 13 temporarily stores programs or data as a working area. The storage 14 is configured with an HDD (Hard Disk Drive) or an SSD (Solid State Drive) and stores various programs including an operating system and various data.

[0021] The input unit 15 includes a pointing device such as a mouse, and a keyboard, and is used to perform various input operations.

[0022] The display unit 16 is, for example, a liquid crystal display, and displays various information. The display unit 16 may function as the input unit 15 by adopting a touch panel system.

[0023] The communication interface 17 is an interface for communicating with other devices, and uses standards such as Ethernet (registered trademark), FDDI, and Wi-Fi (registered trademark).

[0024] The camera 28 of the insurance representative terminal 20 outputs an image of the insurance representative, and the camera 28 of the customer terminal 22 outputs an image of the customer.

[0025] 3 is a block diagram showing the hardware configuration of the server 10 of this embodiment. Note that the same hardware components as those of the insurance officer's terminal 20 and the customer's terminal 22 are denoted by the same reference numerals and will be described below.

[0026] 3, the server 10 includes a CPU 11, a ROM 12, a RAM 13, a storage 14, an input unit 15, a display unit 16, and a communication interface (I / F) 17. Each component is connected to each other via a bus 19 so as to be able to communicate with each other.

[0027] Next, a description will be given of the functional configuration of the server 10. Fig. 4 is a block diagram showing an example of the functional configuration of the server 10.

[0028] Functionally, the server 10 includes a video acquisition unit 30, a screen generation unit 32, an operation reception unit 34, a button control unit 36, and a communication unit 38, as shown in FIG.

[0029] The video acquisition unit 30 acquires video of the insurance representative captured by the camera 28 from the insurance representative terminal 20 via the communication unit 38. The video acquisition unit 30 also acquires video of the customer captured by the camera 28 from the customer terminal 22 via the communication unit 38.

[0030] The screen generation unit 32 generates an insurance agent side main screen which is a main screen displaying the image captured by the camera 28 of the customer side terminal 22 and an explanatory screen regarding the insurance application, and which includes a confirmation operation request button for requesting a confirmation operation on the customer side terminal 22 side, and transmits data of the insurance agent side main screen to the insurance agent side terminal 20 via the communication unit 38, and displays the insurance agent side main screen so that operations on the insurance agent side terminal 20 side can be accepted.

[0031] In addition, the screen generation unit 32 generates a customer-side main screen that displays the image captured by the camera 28 of the insurance agent's terminal 20 and an explanatory screen similar to the insurance agent's main screen, and transmits the data of the customer-side main screen to the customer-side terminal 22 via the communication unit 38, causing the customer-side main screen to be displayed without accepting any operations from the customer-side terminal 22.

[0032] When the operation receiving unit 34 receives a press of the confirmation operation request button on the insurance officer's terminal 20, it generates a pop-up screen including a confirmation button, transmits the data of the pop-up screen to the customer's terminal 22 via the communication unit 38, and displays the pop-up screen so that operations on the customer's terminal 22 can be accepted.

[0033] The button control unit 36 ​​disables the transition button for transitioning to the next explanation screen on the insurance representative main screen until it receives a pressing operation of the confirmation button on the pop-up screen on the customer terminal 22. When it receives a pressing operation of the confirmation button on the pop-up screen on the customer terminal 22, the button control unit 36 ​​enables the transition button for transitioning to the next explanation screen on the insurance representative main screen.

[0034] The communication unit 38 transmits and receives data to and from the insurance representative terminal 20 and the customer terminal 22 via the network 26 .

[0035] Next, the operation of the insurance application support system 100 according to the embodiment of the present invention will be described.

[0036] FIG. 5 is a sequence diagram showing the flow of processing of the insurance application support system 100. Here, the image of the insurance clerk taken by the camera 28 of the insurance clerk terminal 20 is sequentially transmitted to the server 10 via the network 26, and the image of the customer taken by the camera 28 of the customer terminal 22 is sequentially transmitted to the server 10 via the network 26. In addition, the voice of the insurance clerk captured by the microphone of the insurance clerk terminal 20 is sequentially transmitted to the customer terminal 22 via the network 26 and the server 10 and output by the speaker of the customer terminal 22, and the voice of the customer captured by the microphone of the customer terminal 22 is sequentially transmitted to the insurance clerk terminal 20 via the network 26 and the server 10 and output by the speaker of the insurance clerk terminal 20. Then, when the insurance clerk terminal 20 receives an instruction from the insurance clerk to share the explanation screen regarding the insurance application, the processing shown in FIG. 5 is started.

[0037] In step S100, the server 10 starts a process of causing the insurance agent terminal 20 and the customer terminal 22 to share and display an explanation screen relating to the insurance application.

[0038] Specifically, the screen generation unit 32 of the server 10 generates an insurance agent side main screen which is a main screen displaying the image captured by the camera 28 of the customer side terminal 22 and an explanatory screen regarding the insurance application, and which includes a confirmation operation request button for requesting an operation on the customer side terminal 22 side, and transmits data of the insurance agent side main screen to the insurance agent side terminal 20 via the communication unit 38, and displays the insurance agent side main screen so that it can accept operations on the insurance agent side terminal 20 side.

[0039] 6 is displayed on the display unit 16 of the insurance person terminal 20. The insurance person main screen 40 includes an explanation screen 40A, a video display unit 40B, a confirmation operation request button 40C, and a pen function unit 40D.

[0040] The image display unit 40B is a unit that displays the image captured by the camera 28 of the customer terminal 22. The pen function unit 40D is a unit that accepts operations related to the pen function that can be used by the insurance representative. The pen function enables writing on the projection material.

[0041] As shown in FIG. 7, the insurance officer's main screen 40 further includes a resolution change section 40E, a camera screen sharing function section 40F, a screen control function section 40G, and a stopwatch function section 40H.

[0042] The resolution change unit 40E is a unit that accepts operations related to changing the resolution in three stages. For example, it is possible to change from "standard" to either "high resolution" or "low resolution" depending on the Internet line environment of the customer terminal 22. In a high-speed Internet line environment, it changes to "high resolution", and in a low-speed Internet line environment, it changes to "low resolution".

[0043] The camera screen sharing function unit 40F is a part that accepts an operation to select which of the explanation screen 40A and the video display unit 40B is to be the main display on the insurance agent's main screen 40, and an operation to instruct to stop sharing the explanation screen 40A. In order to smoothly carry out face-to-face communication regarding the insurance application, the main display on the insurance agent's main screen 40 is selected to be either the video display unit 40B or the explanation screen 40A according to the content of the explanation.

[0044] The screen control function unit 40G is a part that accepts an operation to select full-screen display of an explanatory screen or video that will be the main display on the customer-side main screen. For example, full-screen display is selected according to the device type of the customer-side terminal 22. If the device type of the customer-side terminal 22 is a mobile terminal, full-screen display is selected, and if the device type of the customer-side terminal 22 is a computer terminal, full-screen display is not selected.

[0045] The stopwatch function section 40H is a section that displays the measured time of the interview regarding the insurance application.

[0046] In addition, the screen generation unit 32 of the server 10 generates a customer-side main screen that displays the image captured by the camera 28 of the insurance agent's terminal 20 and an explanatory screen similar to the insurance agent's main screen, and transmits the data of the customer-side main screen to the customer-side terminal 22 via the communication unit 38, causing the customer-side main screen to be displayed without accepting any operations from the customer-side terminal 22.

[0047] For example, a customer main screen 50 as shown in Fig. 8 is displayed on the display unit 16 of the customer terminal 22. The customer main screen 50 includes an explanation screen 50A and a video display unit 50B. Fig. 8 is an example of the customer main screen 50 when the customer terminal 22 is a computer terminal. Note that when the customer terminal 22 is a mobile terminal, the customer main screen 50 shown in Fig. 9 may be displayed.

[0048] Then, the insurance person terminal 20 accepts an operation on the insurance person main screen 40, and transmits a signal indicating that the operation has been accepted to the server 10. The server 10 generates an insurance person main screen and a customer main screen according to the operation accepted at the insurance person terminal 20, and causes the insurance person terminal 20 to display the insurance person main screen, and also causes the customer terminal 22 to display the customer main screen.

[0049] In step S102, when the insurance person's terminal 20 accepts a pressing operation of the confirmation operation request button, it transmits a signal indicating that the pressing operation of the confirmation operation request button has been accepted to the server 10. For example, as shown in Fig. 10, when the confirmation operation request button 40C on the insurance person's main screen 40 is pressed with the cursor C on the insurance person's terminal 20, a signal indicating that the pressing operation of the confirmation operation request button has been accepted is transmitted to the server 10.

[0050] At this time, as shown in FIG. 10, the transition button 40J for transitioning to the next page, which is included in the insurance person's main screen 40, is disabled.

[0051] In step S104, when the operation reception unit 34 of the server 10 receives a signal indicating that the operation of pressing the confirmation operation request button has been accepted, the operation reception unit 34 generates a pop-up screen including a confirmation button, and transmits data of the pop-up screen to the customer terminal 22 via the communication unit 38, thereby displaying the pop-up screen so as to be able to accept operations on the customer terminal 22 side.

[0052] For example, a pop-up screen 60 as shown in Fig. 11 is superimposed on the customer-side main screen 50 and displayed on the display unit 16 of the customer-side terminal 22. The pop-up screen 60 includes a confirmation button 60A indicating that the explanation regarding the insurance application has been confirmed.

[0053] In step S106, when the customer terminal 22 accepts a pressing operation of the Confirm button 60A, it transmits a signal indicating that the pressing operation of the Confirm button 60A has been accepted to the server 10. For example, as shown in FIG. 11, when the Confirm button 60A of the pop-up screen 60 is pressed by the cursor C at the customer terminal 22, a signal indicating that the pressing operation of the Confirm button 60A has been accepted is transmitted to the server 10.

[0054] In step S108, when the button control unit 36 ​​of the server 10 receives a signal indicating that the confirmation button on the pop-up screen has been pressed at the customer terminal 22, it activates the transition button 40J on the insurance agent's main screen 40 for transitioning to the next explanation screen.

[0055] In step S110, when the insurance officer terminal 20 receives a press of the transition button 40J to transition to the next page included on the insurance officer main screen 40, it transmits a signal indicating that the press of the transition button 40J has been received to the server 10.

[0056] In step S112, the server 10 starts the process of causing the insurance officer terminal 20 and the customer terminal 22 to share and display the next page of the explanation screen, similar to step S100 above. Then, the same processes as steps S100 to S112 above are repeated.

[0057] As described above, according to the insurance application support system of the embodiment of the present invention, when the insurance agent terminal accepts the pressing of the confirmation operation request button, the customer terminal displays a pop-up screen including a confirmation button so that the operation on the customer terminal side can be accepted, and when the customer terminal accepts the pressing of the confirmation button on the pop-up screen, the transition button for transitioning to the next explanation screen is enabled. This makes it possible to accept the operation on the customer terminal by confirming consent one by one as the contents of the insurance application are explained.

[0058] The above-mentioned server processing may be distributed and executed by a plurality of computers connected via a network.

[0059] Also, the voice of the insurance representative may be output to the customer via a telephone line, and the customer's voice may be output to the insurance representative via a telephone line. [Explanation of symbols]

[0060] 10 Server 15 Input section 16 Display section 20 Insurance agent terminal 22 Customer terminal 26 Network 28 Camera 30 Video Acquisition Unit 32 Screen generation section 34 Operation reception section 36 Button control section 38 Communications Department 40 Insurance agent main screen 40A Explanation screen 40B Video display section 40C Confirmation operation request button 40J Transition button 50 Customer side main screen 50A Explanation screen 50B Video display section 60 Pop-up Screens 60A Confirm button 100 Insurance application support system

Claims

1. A server in an insurance application support system including a customer terminal, a server, and an insurance agent terminal, which are connected via a network, generating an insurance clerk's side main screen which is a main screen for displaying an explanation screen regarding the application for insurance and includes an operation request button for requesting an operation, and displaying the insurance clerk's side main screen on the insurance clerk's side terminal in a manner capable of accepting operations on the insurance clerk's side terminal; generating a customer-side main screen for displaying the explanation screen, and displaying the customer-side main screen on the customer-side terminal in a manner that does not allow operations on the customer-side terminal to be accepted; When the insurance agent's terminal receives a pressing operation of the operation request button, the insurance agent's terminal displays a pop-up screen including a confirmation button on the customer's terminal so that the operation of the customer's terminal can be received. Disabling a transition button for transitioning to a next explanation screen until a pressing operation of a confirmation button on the pop-up screen is accepted on the customer side terminal; When the customer terminal accepts a pressing operation of the confirmation button on the pop-up screen, the transition button is enabled; When the pressing operation of the transition button is accepted, the following steps are repeated for the next explanation screen: displaying the insurance agent's main screen and the customer's main screen, displaying the pop-up screen, disabling the transition button, and enabling the transition button. server.

2. An insurance application support system including a customer terminal, a server, and an insurance agent terminal, which are connected via a network, The server generates an insurance agent side main screen which is a main screen for displaying an explanation screen regarding the application for insurance and includes an operation request button for requesting an operation, and causes the insurance agent side terminal to display the insurance agent side main screen in a manner capable of accepting operations from the insurance agent side terminal side; and generating a customer-side main screen for displaying the explanation screen, and displaying the customer-side main screen on the customer-side terminal in a manner that does not allow operations on the customer-side terminal to be accepted; the insurance person's terminal accepts the insurance person's pressing of the operation request button; When the insurance agent's terminal receives a pressing operation of the operation request button, the server displays a pop-up screen including a confirmation button on the customer's terminal so as to be able to receive an operation from the customer's terminal; The customer terminal accepts the pressing operation of the confirmation button by the customer, the server disables a transition button for transitioning to a next explanation screen until the customer-side terminal accepts a pressing operation of the confirmation button on the pop-up screen; When the customer terminal accepts a pressing operation of the confirmation button on the pop-up screen, the server enables the transition button, When the pressing operation of the transition button is accepted, the following steps are repeated for the next explanation screen: displaying the insurance agent's main screen and the customer's main screen, displaying the pop-up screen, disabling the transition button, and enabling the transition button. Insurance application support system.

3. An insurance application support method in an insurance application support system including a customer terminal, a server, and an insurance agent terminal, which are connected via a network, comprising: The server generates an insurance agent side main screen which is a main screen for displaying an explanation screen regarding the application for insurance and includes an operation request button for requesting an operation, and causes the insurance agent side terminal to display the insurance agent side main screen in a manner capable of accepting operations from the insurance agent side terminal side; and generating a customer-side main screen for displaying the explanation screen, and displaying the customer-side main screen on the customer-side terminal in a manner that does not allow operations on the customer-side terminal to be accepted; the insurance person's terminal accepts the insurance person's pressing of the operation request button; When the insurance agent's terminal receives a pressing operation of the operation request button, the server displays a pop-up screen including a confirmation button on the customer's terminal so as to be able to receive an operation from the customer's terminal; The customer terminal accepts the pressing operation of the confirmation button by the customer, the server disables a transition button for transitioning to a next explanation screen until the customer-side terminal accepts a pressing operation of the confirmation button on the pop-up screen; When the customer terminal accepts a pressing operation of the confirmation button on the pop-up screen, the server enables the transition button, When the pressing operation of the transition button is accepted, the following steps are repeated for the next explanation screen: displaying the insurance agent's main screen and the customer's main screen, displaying the pop-up screen, disabling the transition button, and enabling the transition button. How to assist with insurance applications.

4. A server in an insurance application support system including a customer terminal, a server, and an insurance agent terminal, which are connected via a network, generating an insurance clerk's side main screen which is a main screen for displaying an explanation screen regarding the application for insurance and includes an operation request button for requesting an operation, and displaying the insurance clerk's side main screen on the insurance clerk's side terminal in a manner capable of accepting operations on the insurance clerk's side terminal; generating a customer-side main screen for displaying the explanation screen, and displaying the customer-side main screen on the customer-side terminal in a manner that does not allow operations on the customer-side terminal to be accepted; When the insurance agent's terminal receives a pressing operation of the operation request button, the insurance agent's terminal displays a pop-up screen including a confirmation button on the customer's terminal so that the operation of the customer's terminal can be received. Disabling a transition button for transitioning to a next explanation screen until a pressing operation of a confirmation button on the pop-up screen is accepted on the customer side terminal; When the customer terminal accepts a pressing operation of the confirmation button on the pop-up screen, the transition button is enabled; When the pressing operation of the transition button is accepted, the following steps are repeated for the next explanation screen: displaying the insurance agent's main screen and the customer's main screen, displaying the pop-up screen, disabling the transition button, and enabling the transition button. A program to make it happen.

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