The invention provides an insurance customer demand matching and efficiency management and control method based on multi-
source data fusion. The method comprises the following steps: S1, collecting and inputting customer basic information and user-defined tags; s2, receiving customer basic information and a self-defined
label, and performing customer
demand analysis; s3, performing matching degree evaluation on a customer
evaluation result and a company platform product; s4, the salesperson determines whether to invitation according to the
evaluation result, and the management personnel performs platform
quality control according to the
evaluation result; s5, acquiring a customer participation platform
record and a transaction product
record; and S6, performing model optimization according to the customer participation platform
record and the transaction record to further improve the accuracy of the prediction information. According to the invention, accurate screening of platform customers is realized, a scientific sales basis is provided, and the problems of large flow and low transaction efficiency of an insurance sales platform are solved.