CN109740873A - Distribution method, device, medium and the electronic equipment of declaration form - Google Patents
Distribution method, device, medium and the electronic equipment of declaration form Download PDFInfo
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- CN109740873A CN109740873A CN201811555440.8A CN201811555440A CN109740873A CN 109740873 A CN109740873 A CN 109740873A CN 201811555440 A CN201811555440 A CN 201811555440A CN 109740873 A CN109740873 A CN 109740873A
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Abstract
The present invention provides a kind of distribution methods of declaration form, this method comprises: obtaining the information of client, the client that the client is responsible for for the insurance business person in leaving office state；According to the information of the client, all declaration forms of the client are determined；The declaration form that the insurance business person in leaving office state is responsible for is extracted from all declaration forms；According to the organizational structure organized where the insurance business person in leaving office state, the declaration form that the insurance business person in leaving office state is responsible for is distributed into insurance business person that is associated with the insurance business person and being in on-job state, distribution client's declaration form efficiently avoids the different declaration forms of a client distributing to different insurance business persons by this method, and then it avoids to causing client to conflict, even brought a negative impact to customer experience, the orphan for improving client singly pays the wish of premium and the efficiency of redevelopment, to improve company's profit.
Description
Technical field
The present invention relates to the technical fields of declaration form distribution, in particular to a kind of distribution method of declaration form, device, Jie
Matter and electronic equipment.
Background technique
Insurance industry refers to one to sell as leading industry, as China Insurance industry development speed slows down, increment
The depth of client is excavated extremely important.Insurance depth is the important indicator for measuring a national insurance development level per capita, although
China insurance speed slows down, but Insurance depth is lower per capita.Insurance sales practitioner has strong significant of mobility simultaneously
Feature will cause the passage and lapse of policy of a large amount of clients, caused the heavy losses of company due to the leaving office of sales service.Pin
It sells personnel and leaves office and leave the unordered distribution of customer resources and often will cause the different declaration forms of a client and distribute to different sale
Personnel cause client to conflict, and bring a negative impact to customer experience, cause the orphan of these clients singly to pay premium wish low, again
Development efficiency is not high, influences company's profit.
It should be noted that information is only used for reinforcing the reason to background of the invention disclosed in above-mentioned background technology part
Solution, therefore may include the information not constituted to the prior art known to persons of ordinary skill in the art.
Summary of the invention
The distribution method for being designed to provide a kind of declaration form, device, medium and the electronic equipment of the embodiment of the present invention, in turn
Third company can at least be effectively reduced and call the cost that i.e. artificial nucleus protect.
Other characteristics and advantages of the invention will be apparent from by the following detailed description, or partially by the present invention
Practice and acquistion.
According to a first aspect of the embodiments of the present invention, a kind of distribution method of declaration form is provided, this method comprises: obtaining visitor
The information at family, the client that the client is responsible for for the insurance business person in leaving office state；According to the information of the client, really
All declaration forms of the fixed client；The guarantor that the insurance business person in leaving office state is responsible for is extracted from all declaration forms
It is single；According to the organizational structure organized where the insurance business person in leaving office state, by the guarantor in leaving office state
The declaration form that dangerous business personnel is responsible for distribute to it is described in the insurance business person of leaving office state it is associated and be in on-job state
Insurance business person.
In some embodiments of the invention, in the organizational structure comprising the insurance business person that is stored with tree mode it
Between relationship.
In some embodiments of the invention, it is organized where the insurance business person according in leaving office state
Organizational structure is distributed to the declaration form that the insurance business person in leaving office state is responsible for related to the insurance business person
Connection and the insurance business person for being in on-job state include: the group according to tissue where the insurance business person in leaving office state
Stretching frame structure establishes what the insurance business person in on-job state was responsible for the insurance business person in leaving office state
Mapping relations between declaration form；Based on the insurance business person in on-job state and the insurance in leaving office state
The mapping relations between declaration form that business person is responsible for generate the list for recommending insurance business person；On-job state is according to described
Insurance business person in the position of the organizational structure, the optimal insurance business in on-job state is determined from the list
Member.
In some embodiments of the invention, this method further include: the part declaration form in all declaration forms of the client
When being by being responsible in other insurance business persons of on-job state, declaration form that the insurance business person in leaving office state is responsible for
Distribute to other described insurance business persons, wherein other described insurance business persons are not belonging to the organizational structure.
In some embodiments of the invention, this method further include: when the number of other described insurance business persons is multiple
When, according to the effective date of the part declaration form, the declaration form that the insurance business person in leaving office state is responsible for is distributed
To the insurance business person of the declaration form nearest from current time of responsible effective date.
In some embodiments of the invention, this method further include: when the number of other described insurance business persons is multiple
When, the declaration form that the insurance business person in leaving office state is responsible for is distributed into the highest insurance business person of personal achievement.
In some embodiments of the invention, before the information for obtaining client, this method further include: according to all
The insurance kind of declaration form, payment date, termination of insurance date, the client that all insurance business persons in leaving office state are responsible for into
Row classification, obtains the type of each client, and the type of the client includes any of the following or a variety of: expiry client renews
Client, failure client；It is arranged according to type of the priority rule to the client, obtains the preferential of the type of the client
Grade；According to the priority level of the type of the client, the high client's priority processing of priority is chosen.
According to a second aspect of the embodiments of the present invention, a kind of distributor of declaration form is provided, which includes: acquisition mould
Block, for obtaining the information of client, the client that the client is responsible for for the insurance business person in leaving office state；First determines
Module determines all declaration forms of the client for the information according to the client；Extraction module, for from all declaration forms
Extract the declaration form that the insurance business person in leaving office state is responsible for；First distribution module, for being according to
The organizational structure organized where the insurance business person of leaving office state, the insurance business person in leaving office state is responsible for
Declaration form is distributed to and the insurance business person that is associated in the insurance business person of leaving office state and being in on-job state.
In some embodiments of the invention, in the organizational structure comprising the insurance business person that is stored with tree mode it
Between relationship.
In some embodiments of the invention, first distribution module includes: to establish module, for being according to
The organizational structure organized where the insurance business person of leaving office state, establish the insurance business person in on-job state with it is described
The mapping relations between declaration form that insurance business person in leaving office state is responsible for；Generation module, based on described in on-job
The mapping relations between declaration form that the insurance business person of state and the insurance business person in leaving office state are responsible for generate
Recommend the list of insurance business person；Second determining module, for the insurance business person according in on-job state described
The position of organizational structure determines the optimal insurance business person in on-job state from the list.
In some embodiments of the invention, the device further include: the second distribution module, for owning as the client
Part declaration form in declaration form is will to be in the insurance of leaving office state when being responsible for by other insurance business persons in on-job state
The declaration form that business person is responsible for distributes to other described insurance business persons, wherein other described insurance business persons are not belonging to described group
Stretching frame structure.
In some embodiments of the invention, the device further include: third distribution module, for when other described insurances
When the number of business person is multiple, according to the effective date of the part declaration form, by the insurance business person in leaving office state
The declaration form being responsible for distributes to the insurance business person of the declaration form nearest from current time of responsible effective date.
In some embodiments of the invention, the device further include: the 4th distribution module, as other described insurance business persons
Number be it is multiple when, it is highest that the declaration form that the insurance business person in leaving office state is responsible for is distributed into personal achievement
Insurance business person.
In some embodiments of the invention, the device further include: categorization module, for according to the insurance kinds of all declaration forms,
It pays the fees date, termination of insurance date, the client being responsible for all insurance business persons in leaving office state classifies, obtains
The type of the type of each client, the client includes any of the following or a variety of: expiry client renews client, failure visitor
Family；It arranges module and obtains the excellent of the type of the client for arranging according to type of the priority rule to the client
First grade；Module is chosen, for the priority level according to the type of the client, chooses the high client's priority processing of priority.
According to a third aspect of the embodiments of the present invention, a kind of electronic equipment is provided, comprising: one or more processors；
Storage device, for storing one or more programs, when one or more of programs are held by one or more of processors
When row, so that one or more of processors realize the distribution method of the declaration form as described in first aspect in above-described embodiment.
According to a fourth aspect of the embodiments of the present invention, a kind of computer-readable medium is provided, computer is stored thereon with
Program realizes the distribution method of the declaration form as described in first aspect in above-described embodiment when described program is executed by processor.
Technical solution provided in an embodiment of the present invention can include the following benefits:
In the technical solution provided by some embodiments of the present invention, the insurance of leaving office state can be in by obtaining
The information for the client that business personnel is responsible for, and according to the information of the client, all declaration forms of the client are determined, then from institute
Have and extract the declaration form that the insurance business person in leaving office state is responsible in declaration form, according to the leaving office state that is in
The organizational structure organized where insurance business person distributes to the declaration form that the insurance business person is responsible for and the insurance business
Member is associated and is in the insurance business person of on-job state, distributes client's declaration form by this method and efficiently avoids a client
Different declaration forms distribute to different insurance business persons, and then avoid to causing client to conflict, or even brought to customer experience
Negative effect, the orphan for improving client singly pays the wish of premium and the efficiency of redevelopment, to improve company's profit.
It should be understood that above general description and following detailed description be only it is exemplary and explanatory, not
It can the limitation present invention.
Detailed description of the invention
The drawings herein are incorporated into the specification and forms part of this specification, and shows and meets implementation of the invention
Example, and be used to explain the principle of the present invention together with specification.It should be evident that the accompanying drawings in the following description is only the present invention
Some embodiments for those of ordinary skill in the art without creative efforts, can also basis
These attached drawings obtain other attached drawings.In the accompanying drawings:
Fig. 1 diagrammatically illustrates the flow chart of the distribution method of declaration form according to an embodiment of the invention；
Fig. 2 diagrammatically illustrates the flow chart of the distribution method of declaration form according to another embodiment of the invention；
Fig. 3 diagrammatically illustrates the flow chart of the distribution method of declaration form according to another embodiment of the invention；
Fig. 4 diagrammatically illustrates the flow chart of the distribution method of declaration form according to another embodiment of the invention；
Fig. 5 diagrammatically illustrates the block diagram of the distributor of declaration form according to an embodiment of the invention；
Fig. 6 diagrammatically illustrates the block diagram of the distributor of declaration form according to another embodiment of the invention；
Fig. 7 diagrammatically illustrates the block diagram of the distributor of declaration form according to another embodiment of the invention；
Fig. 8 diagrammatically illustrates the block diagram of the distributor of declaration form according to another embodiment of the invention；
Fig. 9 diagrammatically illustrates the block diagram of the distributor of declaration form according to another embodiment of the invention；
Figure 10 diagrammatically illustrates the block diagram of the distributor of declaration form according to another embodiment of the invention；
Figure 11 shows the structural schematic diagram for being suitable for the computer system for the electronic equipment for being used to realize the embodiment of the present invention.
Specific embodiment
Example embodiment is described more fully with reference to the drawings.However, example embodiment can be with a variety of shapes
Formula is implemented, and is not understood as limited to example set forth herein；On the contrary, thesing embodiments are provided so that the present invention will more
Fully and completely, and by the design of example embodiment comprehensively it is communicated to those skilled in the art.
In addition, described feature, structure or characteristic can be incorporated in one or more implementations in any suitable manner
In example.In the following description, many details are provided to provide and fully understand to the embodiment of the present invention.However,
It will be appreciated by persons skilled in the art that technical solution of the present invention can be practiced without one or more in specific detail,
Or it can be using other methods, constituent element, device, step etc..In other cases, it is not shown in detail or describes known side
Method, device, realization or operation are to avoid fuzzy each aspect of the present invention.
Block diagram shown in the drawings is only functional entity, not necessarily must be corresponding with physically separate entity.
I.e., it is possible to realize these functional entitys using software form, or realized in one or more hardware modules or integrated circuit
These functional entitys, or these functional entitys are realized in heterogeneous networks and/or processor device and/or microcontroller device.
Flow chart shown in the drawings is merely illustrative, it is not necessary to including all content and operation/step,
It is not required to execute by described sequence.For example, some operation/steps can also decompose, and some operation/steps can close
And or part merge, therefore the sequence actually executed is possible to change according to the actual situation.
Fig. 1 diagrammatically illustrates the flow chart of the distribution method of declaration form according to an embodiment of the invention.
As shown in Figure 1, the distribution method of declaration form includes step S110~step S140.
In step s 110, the information of client is obtained, the client is responsible for by the insurance business person in leaving office state
Client.
In the step s 120, according to the information of the client, all declaration forms of the client are determined.
In step s 130, the guarantor that the insurance business person in leaving office state is responsible for is extracted from all declaration forms
It is single.
In step S140, according to the organizational structure organized where the insurance business person in leaving office state, by institute
The declaration form that the insurance business person in leaving office state is responsible for is stated to distribute to and insurance business person's phase in leaving office state
Association and the insurance business person for being in on-job state.
The information for the client that this method can be responsible for by acquisition in the insurance business person of leaving office state, and according to institute
The information for stating client, determines all declaration forms of the client, then extracts from all declaration forms described in leaving office state
The declaration form that insurance business person is responsible for described will be in leaving office state according to the organizational structure organized where the insurance business person
The declaration form be responsible for of insurance business person distribute to it is described associated in the insurance business person of leaving office state and be in on-job
The insurance business person of state distributes client's declaration form by this method and efficiently avoids distributing to the different declaration forms of a client not
With insurance business person, and then avoid to causing client to conflict, or even brought a negative impact to customer experience, improve client
Orphan singly pay premium wish and redevelopment efficiency, thus improve company profit.
In one embodiment of the invention, customer churn caused by insurance business person leaves office is referred to as " the single visitor of orphan
Family ", declaration form are referred to as " orphan is single ".The genetic connection of insurance business person is the most significant feature of insurance industry marketing system, is referred to
The business personnel that one insurance business person develops recruitment is its leaf node, and this relationship is referred to as " genetic connection ".
In one embodiment of the invention, above-mentioned customer information can be the name of client, client identification card number,
And/or identification code etc. of the client in declaration form system, but not limited to this.
In one embodiment of the invention, according to the name of client, the identification card number of client, and/or client in declaration form
Identification code in system can inquire all declaration forms of the client in declaration form system.All declaration forms can be an insurance
What business person was responsible for, it is also possible to what multiple insurance business persons were responsible for.When multiple insurance business persons are responsible for all declaration forms of the client
When, the declaration form that the insurance business person in leaving office state is responsible for can be extracted from all declaration forms, and to the declaration form of proposition
It redistributes.
In one embodiment of the invention, it after inquiring all declaration forms of the client, is deposited into inside queue, by
Item traversal.According to traversing result with information such as insurance kind, payment date, termination of insurance dates, client can be divided into four seed types,
Be respectively: expiry client renews client, failure client and other clients, and expiry, client referred to payment date and termination of insurance day
Phase is equal, is divided into expiry client, renews client and refer to that client normally pays the fees, according to the payment date within the scope of normal payment
Client, be divided into and renew client, failure client referred to the certain time grace period after do not pay the fees, be divided into failure visitor
Family, be not belonging to first three is all divided into other clients.
In one embodiment of the invention, redistributing to the declaration form of proposition specifically can be according in leaving office state
The organizational structure organized where insurance business person, the declaration form which is responsible for are distributed to and insurance business person's phase
Association and the insurance business person for being in on-job state.For example, the group stretching frame organized where the insurance business person in leaving office state
It is may include in structure with the relationship between the insurance business person of tree mode storage.It in this way can be according to the guarantor for being in leaving office state
Dangerous business personnel determines in the location of organizational structure by the insurance business person of the declaration form of proposition distribution.For example, in leaving office
Node locating for the insurance business person of state is a father node, then the declaration form of proposition can be distributed to the son of the father node
The declaration form of proposition can also be distributed to other child nodes for having indirect relation with the father node and father's section by node and father node
Point.
In one embodiment of the invention, in the above-mentioned methods, when the number of the insurance business person in on-job state
When being multiple, the declaration form that the insurance business person in leaving office state is responsible for is distributed into the highest insurance business of personal achievement
Member.Insurance business person in on-job state can be the child node or father's section of the above-mentioned insurance business person in leaving office state
Point can also be other child nodes and father node for having indirect relation with the insurance business person in leaving office state.
For example, in organizational structure, it, can basis if the number of the insurance business person in on-job state is multiple
Everyone achievement is determined which insurance business person declaration form set forth above distributes to.Preferably, by the declaration form of proposition point
The highest insurance business person of dispensing individual's achievement, can promote the work incentive of other insurance business persons, and by a in this way
The highest insurance business person of people's achievement, which is responsible for declaration form set forth above to a certain extent, can guarantee that the client will not be lost, i.e.,
It is ready to pay premium, or even is also possible to buy new declaration form etc..
Fig. 2 diagrammatically illustrates the flow chart of the distribution method of declaration form according to another embodiment of the invention.
As shown in Fig. 2, above-mentioned steps S140 can specifically include step S210~step S230.
In step S210, according to the organizational structure organized where the insurance business person in leaving office state, establish
Between the declaration form that the insurance business person in on-job state and the insurance business person in leaving office state are responsible for
Mapping relations.
In step S220, based on the insurance business person in on-job state and the insurance in leaving office state
The mapping relations between declaration form that business personnel is responsible for generate the list for recommending insurance business person.
In step S230, according to the insurance business person in on-job state in the position of the organizational structure, from
The optimal insurance business person in on-job state is determined in the list.
In the method, after the declaration form of client and the foundation of insurance business person's relationship in on-job state finish, such as
The insurance business person that fruit is responsible for the declaration form of the client leaves office, then the automatic distributor system of this method can be triggered, according to the place
The declaration form of the client is respectively allocated to optimal service people in the position of the organizational structure in the insurance business person of on-job state
Member realizes the distribution of automation client declaration form.
In one embodiment of the invention, according to the organizational structure organized where the insurance business person in leaving office state
Information (i.e. genetic connection), with the blood relationship membership of the mode storage insurance business person of tree.Then according under traversal customer name
Insurance business person corresponding to all declaration forms.The consumer record of declaration form is consumed according to the genetic connection of insurance business person, client, is protected
The attribute of dangerous business personnel itself finds out best insurance business person under customer name, and establish client declaration form and best insurance business
The list for recommending insurance business person can be generated based on the mapping relations, and be stored in database for the mapping relations of member.
For example, all guarantors under customer name can be traversed according to the organizational structure information of the insurance business person in leaving office state
It is single, it searches whether that there are insurance business persons to have left office, if there is on-job insurance business person, then sorts by the declaration form effective date, it is raw
Imitate the date it is nearest be then best insurance business person, client and best insurance business person's mapping relations are stored；If the client
All insurance business persons all leave office under one's name, then according to the genetic connection tree-model of foundation, traverse the tree, find out upper-level leader,
It checks whether to leave office, is set to the best insurance business person of the client if do not left office.Otherwise continue to traverse, until finding
Best insurance business person.The purpose done so is exactly to improve the sales achievement of team in order to which customer resources returns team, pay again
Receive the probability of premium rate and redevelopment.In addition, judging whether insurance business person is best insurance business person, it is necessary to judge the guarantor
Dangerous business personnel's self attributes, if there are record of bad behavior, traverse step by step from bottom to top if there is according to tree schema continuation, until
Find the insurance business person of not record of bad behavior.
Fig. 3 diagrammatically illustrates the flow chart of the distribution method of declaration form according to another embodiment of the invention.
As shown in figure 3, the above method further includes step S310.
In step s310, when the part declaration form in all declaration forms of the client is by other guarantors in on-job state
When dangerous business personnel is responsible for, the declaration form that the insurance business person in leaving office state is responsible for is distributed into other described insurance businesses
Member, wherein other described insurance business persons are not belonging to the organizational structure.
In the method, when the part declaration form in all declaration forms of the client is by other insurances in on-job state
When business personnel is responsible for, the declaration form that the insurance business person in leaving office state is responsible for is distributed into other described insurance business persons,
In this way without the insurance business person for redefining the part declaration form in all declaration forms, currently responsible insurance is directly assigned them to
Business personnel.For example, being A, B, C, D, E, F, G according to the declaration form that customer information is determined.Wherein, it is responsible for the insurance of A, B, C declaration form
Business personnel is in leaving office state, therefore A, B, C need to redefine insurance business person.And it is responsible for the insurance business of D, E, F, G declaration form
D, E, F, G declaration form can be distributed directly to be in on-job by member in on-job state there is no need to redefine insurance business person
The insurance business person of state can accelerate the efficiency for handling declaration form in this way.
In one embodiment of the invention, in the above-mentioned methods, when the number of other above-mentioned insurance business persons is multiple
When, according to the effective date of above-mentioned part declaration form, the declaration form that the insurance business person in leaving office state is responsible for is distributed to negative
Blame the insurance business person of the effective date declaration form nearest from current time.For example, the effective date of above-mentioned D, E, F, G declaration form is distinguished
It is 2015.3,2016.4,2017.9,2018.6.Wherein, current time 2018.11, D, E, F, G declaration form are respectively by No. 1,2
Number, No. 3, No. 4 in on-job state insurance business persons be responsible for, in such a case, it is possible to by D, E, F, G declaration form distribute No. 4
Insurance business person in on-job state is responsible for, and can guarantee that the client will not be lost by this method, that is, be ready to pay premium, even
The order of new client and Xin can also be developed again.
In one embodiment of the invention, in the above-mentioned methods, when the number of other described insurance business persons is multiple
When, it is highest in on-job that the declaration form that the insurance business person in leaving office state is responsible for can be distributed to personal achievement
The insurance business person of state.
Fig. 4 diagrammatically illustrates the flow chart of the distribution method of declaration form according to another embodiment of the invention.
As shown in figure 4, the above method further includes step 410~step 430 before step S110.
In step S410, according to the insurance kind of all declaration forms, payment date, termination of insurance date, to all in leaving office
The client that the insurance business person of state is responsible for classifies, and obtains the type of each client, the type of the client include with
Descend any one or more: expiry client renews client, failure client.
In the step s 420, it is arranged according to type of the priority rule to the client, obtains the class of the client
The priority level of type.
In step S430, according to the priority level of the type of the client, the high client's priority processing of priority is chosen.
This method can divide the client according to the insurance kinds of all declaration forms, payment date, termination of insurance date
Class obtains the type of the client, then arranges according to type of the priority rule to the client, and according to the visitor
The priority level of the type at family chooses the high client's priority processing of priority and avoids client from flowing in order to efficiently distribute declaration form
It loses.
In one embodiment of the invention, due to expiry client be related to the redevelopment to the client, renew client and
Failure client is related to paying next premium, these three clients are mostly important to company.So being divided into above-mentioned four seed type, it is
Avoid having under customer name how long declaration form, this method is based on declaration form effective date last declaration form, if client belongs to
Four seed types, this method is to expire, renew, fail and other priority gradually decrease and classify for principle.It at this time can be by
Expiry client's priority processing is chosen according to priority level.For example, the declaration form that can preferentially choose expiry client preferentially divides it
Match.
In one embodiment of the invention, due to handling all clients, declaration form resource, while the blood relationship of tree need to be established
The insurance business person of relationship and the relationship of declaration form cause processing data traffic big, and this method is multi-thread according to the management organization of client
Journey mode batch execution data, and wherein by result storage search efficiency is improved by Redis database.Insurance business person's
Genetic connection is stored according to the model of tree, easy-to-look-up.The best insurance business person's mapping relations storage of the client of foundation is arrived
Mongodb.It can play the role of accelerator in distribution batch process automatically, improve search efficiency, enhance customer experience.
Fig. 5 diagrammatically illustrates the block diagram of the distributor of declaration form according to an embodiment of the invention.
As shown in figure 5, the distributor 500 of declaration form includes: to obtain module 510, the first determining module 520, extraction module
530 and first distribution module 540.
Module 510 is obtained, for obtaining the information of client, the client is born by the insurance business person in leaving office state
The client of duty.
First determining module 520 determines all declaration forms of the client for the information according to the client.
Extraction module 530 is responsible for for extracting the insurance business person in leaving office state from all declaration forms
Declaration form.
First distribution module 540, for according to the group stretching frame organized where the insurance business person in leaving office state
Structure distributes to the declaration form that the insurance business person in leaving office state is responsible for and the insurance in leaving office state
Business person is associated and is in the insurance business person of on-job state.
The distributor 500 of the declaration form can pass through the client's that the insurance business person that acquisition is in leaving office state is responsible for
Information, and according to the information of the client, it determines all declaration forms of the client, the guarantor is then extracted from all declaration forms
The declaration form that dangerous business personnel is responsible for, will be described according to the organizational structure organized where the insurance business person in leaving office state
The declaration form that insurance business person in leaving office state is responsible for distribute to it is described in the insurance business person of leaving office state it is related
Connection and the insurance business person for being in on-job state distribute client's declaration form by this method and efficiently avoid the difference of a client
Declaration form distributes to different insurance business persons, and then avoids to causing client to conflict, or even bring negative shadow to customer experience
It rings, the orphan for improving client singly pays the wish of premium and the efficiency of redevelopment, to improve company's profit.
In accordance with an embodiment of the present disclosure, the distributor 500 of the declaration form can be used to implement the distribution of the declaration form of Fig. 1 description
Method.
Fig. 6 diagrammatically illustrates the block diagram of the distributor of declaration form according to another embodiment of the invention.
As shown in fig. 6, the first distribution module 540 includes establishing module 541, generation module 542 and the second determining module
543。
Module 541 is established, for building according to the organizational structure organized where the insurance business person in leaving office state
Between the declaration form that the vertical insurance business person in on-job state and the insurance business person in leaving office state are responsible for
Mapping relations.
Generation module 542, based on the insurance business person in on-job state and the insurance in leaving office state
The mapping relations between declaration form that business personnel is responsible for generate the list for recommending insurance business person.
Second determining module 543, for the insurance business person according in on-job state in the organizational structure
Position determines the optimal insurance business person in on-job state from the list.
In one embodiment of the invention, when the declaration form of client and insurance business person's relationship in on-job state are established
After finishing, if the insurance business person for being responsible for the declaration form of the client leaves office, the automatic distributor system of this method can be triggered,
The declaration form of the client is respectively allocated to most according to the organizational structure organized where the insurance business person in leaving office state
Good attendant realizes the distribution of automation client declaration form.
In accordance with an embodiment of the present disclosure, which can be used to implement the distribution side of the declaration form of Fig. 2 description
Method.
Fig. 7 diagrammatically illustrates the block diagram of the distributor of declaration form according to another embodiment of the invention.
As shown in fig. 7, in addition to the acquisition module 510 of Fig. 5 description, the first determining module 520, extraction module 530 and first
Except distribution module 540, the distributor 600 of declaration form can also include the second distribution module 610.
Second distribution module 610, for being by on-job state when the part declaration form in all declaration forms of the client
Other insurance business persons when being responsible for, the declaration form that the insurance business person in leaving office state is responsible for is distributed into described other and is protected
Dangerous business personnel, wherein other described insurance business persons are not belonging to the organizational structure.
In the distributor 600 of the declaration form, when the part declaration form in all declaration forms of client is by on-job state
Other insurance business persons when being responsible for, the declaration form that the insurance business person in leaving office state is responsible for is distributed into described other and is protected
Dangerous business personnel directly assigns them to current in this way without the insurance business person for redefining the part declaration form in all declaration forms
Responsible insurance business person.
For example, being A, B, C, D, E, F, G according to the declaration form that customer information is determined.Wherein, it is responsible for the insurance of A, B, C declaration form
Business personnel is in leaving office state, therefore A, B, C need to redefine insurance business person.And it is responsible for the insurance business of D, E, F, G declaration form
D, E, F, G declaration form can be distributed directly to be in on-job by member in on-job state there is no need to redefine insurance business person
The insurance business person of state can accelerate the efficiency for handling declaration form in this way.
In accordance with an embodiment of the present disclosure, the distributor 600 of the declaration form can be used to implement the distribution of the declaration form of Fig. 3 description
Method.
Fig. 8 diagrammatically illustrates the block diagram of the distributor of declaration form according to another embodiment of the invention.
As shown in figure 8, in addition to the acquisition module 510 of Fig. 7 description, the first determining module 520,530, first points of extraction module
Except module 540 and the second distribution module 610, the distributor 700 of declaration form can also include third distribution module 710.
Second distribution module 710, for being protected according to the part when the number of other described insurance business persons is multiple
The declaration form that the insurance business person in leaving office state is responsible for is distributed to the responsible effective date from working as by single effective date
The insurance business person of nearest declaration form of preceding time.
The distributor 700 of the declaration form can distribute the declaration form that the insurance business person in leaving office state is responsible for
To the insurance business person of the declaration form nearest from current time of responsible effective date, it can guarantee that the client will not flow by this method
It loses, that is, is ready to pay premium, or even the order of new client and Xin can also be developed again.
For example, the effective date of above-mentioned D, E, F, G declaration form is respectively 2015.3,2016.4,2017.9,2018.6.Wherein,
Current time is 2018.11, and D, E, F, G declaration form are born by No. 1, No. 2, No. 3, No. 4 insurance business persons in on-job state respectively
Duty is responsible in such a case, it is possible to distribute D, E, F, G declaration form to No. 4 insurance business persons in on-job state.
Fig. 9 diagrammatically illustrates the block diagram of the distributor of declaration form according to another embodiment of the invention.
As shown in figure 9, in addition to the acquisition module 510 of Fig. 7 description, the first determining module 520,530, first points of extraction module
Except module 540 and the second distribution module 610, the distributor 800 of declaration form can also include the 4th distribution module 810.
4th distribution module 810, for that described will be in and leave office when the number of other described insurance business persons is multiple
The declaration form that the insurance business person of state is responsible for distributes to the highest insurance business person of personal achievement.
It, can be according to everyone if the number of other insurance business persons is multiple in the distributor 800 of declaration form
Achievement determine which insurance business person declaration form set forth above distributes to.Preferably, the declaration form of proposition is distributed to a
The highest insurance business person of people's achievement can promote the work incentive of other insurance business persons in this way, and by personal achievement
Highest insurance business person, which is responsible for declaration form set forth above to a certain extent, can guarantee that the client will not be lost, that is, be ready to pay
Premium, or even be also possible to buy new declaration form etc..
Figure 10 diagrammatically illustrates the block diagram of the distributor of declaration form according to another embodiment of the invention.
As shown in Figure 10, the distributor 900 of declaration form can also include categorization module 910, arrangement module 920 and selection mould
Block 930.
Categorization module 910, for according to the insurance kinds of all declaration forms, payment date, termination of insurance date, to it is all in from
The client that the insurance business person of duty state is responsible for classifies, and obtains the type of each client, and the type of the client includes
Below any one or more: expiry client, renew client, failure client.
It arranges module 920 and obtains the client's for arranging according to type of the priority rule to the client
The priority level of type.
Module 930 is chosen, for the priority level according to the type of the client, the high client of priority is chosen and preferentially locates
Reason.
The distributor 900 of the declaration form can be according to the insurance kinds of all declaration forms, payment date, termination of insurance date, to institute
It states client to classify, obtains the type of the client, arranged according to type of the priority rule to the client, according to
The priority level of the type of the client is chosen the high client's priority processing of priority and is avoided in order to efficiently distribute declaration form
Customer churn.
In accordance with an embodiment of the present disclosure, the distributor 900 of the declaration form can be used to implement the distribution of the declaration form of Fig. 4 description
Method.
It is understood that obtain module 510, the first determining module 520, extraction module 530, the first distribution module 540,
Establish module 541, generation module 542, the second determining module 543, the second distribution module 610, third distribution module the 710, the 4th
Distribution module 810, categorization module 910, arrangement module 920 and selection module 930 may be incorporated in a module and realize,
Or any one module therein can be split into multiple modules.Alternatively, one or more modules in these modules
At least partly function can be combined at least partly function of other modules, and be realized in a module.According to the present invention
Embodiment, obtain module 510, the first determining module 520, extraction module 530, the first distribution module 540, establish module 541,
Generation module 542, the second determining module 543, the second distribution module 610, third distribution module 710, the 4th distribution module 810,
At least one of categorization module 910, arrangement module 920 and selection module 930 can at least be implemented partly as hardware
Circuit, such as field programmable gate array (FPGA), programmable logic array (PLA), system on chip, the system on substrate, envelope
The system loaded onto, specific integrated circuit (ASIC), or can be to carry out any other reasonable side that is integrated or encapsulating to circuit
The hardware such as formula or firmware realize, or is realized with software, the appropriately combined of three kinds of implementations of hardware and firmware.Alternatively,
It obtains module 510, the first determining module 520, extraction module 530, the first distribution module 540, establish module 541, generation module
542, the second determining module 543, the second distribution module 610, third distribution module 710, the 4th distribution module 810, categorization module
910, computer program mould can be at least implemented partly as by arranging at least one of module 920 and selection module 930
Block can execute the function of corresponding module when the program is run by computer.
Below with reference to Figure 11, it illustrates the computer systems for the electronic equipment for being suitable for being used to realize the embodiment of the present invention
1000 structural schematic diagram.The computer system 1000 of electronic equipment shown in Figure 11 is only an example, should not be to the present invention
The function and use scope of embodiment bring any restrictions.
As shown in figure 11, computer system 1000 include central processing unit (CPU) 1001, can according to be stored in only
It reads the program in memory (ROM) 1002 or is loaded into random access storage device (RAM) 1003 from storage section 1008
Program and execute various movements appropriate and processing.In RAM 1003, be also stored with various programs needed for system operatio and
Data.CPU 1001, ROM 1002 and RAM 1003 are connected with each other by bus 1004.Input/output (I/O) interface 1005
It is also connected to bus 1004.
I/O interface 1005 is connected to lower component: the importation 1006 including keyboard, mouse etc.；Including such as cathode
The output par, c 1007 of ray tube (CRT), liquid crystal display (LCD) etc. and loudspeaker etc.；Storage section including hard disk etc.
1008；And the communications portion 1009 of the network interface card including LAN card, modem etc..Communications portion 1009 passes through
Communication process is executed by the network of such as internet.Driver 1010 is also connected to I/O interface 1005 as needed.It is detachable to be situated between
Matter 1011, such as disk, CD, magneto-optic disk, semiconductor memory etc. are mounted on as needed on driver 1010, so as to
In being mounted into storage section 1008 as needed from the computer program read thereon.
Particularly, according to an embodiment of the invention, may be implemented as computer above with reference to the process of flow chart description
Software program.For example, the embodiment of the present invention includes a kind of computer program product comprising be carried on computer-readable medium
On computer program, which includes the program code for method shown in execution flow chart.In such reality
It applies in example, which can be downloaded and installed from network by communications portion 1009, and/or from detachable media
1011 are mounted.When the computer program is executed by central processing unit (CPU) 1001, executes in the system of the application and limit
Above-mentioned function.
It should be noted that computer-readable medium shown in the present invention can be computer-readable signal media or meter
Calculation machine readable storage medium storing program for executing either the two any combination.Computer readable storage medium for example can be --- but not
Be limited to --- electricity, magnetic, optical, electromagnetic, infrared ray or semiconductor system, device or device, or any above combination.Meter
The more specific example of calculation machine readable storage medium storing program for executing can include but is not limited to: have the electrical connection, just of one or more conducting wires
Taking formula computer disk, hard disk, random access storage device (RAM), read-only memory (ROM), erasable type may be programmed read-only storage
Device (EPROM or flash memory), optical fiber, portable compact disc read-only memory (CD-ROM), light storage device, magnetic memory device,
Or above-mentioned any appropriate combination.In the present invention, computer readable storage medium can be it is any include or storage journey
The tangible medium of sequence, the program can be commanded execution system, device or device use or in connection.And at this
In invention, computer-readable signal media may include in a base band or as carrier wave a part propagate data-signal,
Wherein carry computer-readable program code.The data-signal of this propagation can take various forms, including but unlimited
In electromagnetic signal, optical signal or above-mentioned any appropriate combination.Computer-readable signal media can also be that computer can
Any computer-readable medium other than storage medium is read, which can send, propagates or transmit and be used for
By the use of instruction execution system, device or device or program in connection.Include on computer-readable medium
Program code can transmit with any suitable medium, including but not limited to: wireless, electric wire, optical cable, RF etc. are above-mentioned
Any appropriate combination.
Flow chart and block diagram in attached drawing are illustrated according to the system of various embodiments of the invention, method and computer journey
The architecture, function and operation in the cards of sequence product.In this regard, each box in flowchart or block diagram can generation
A part of one module, program segment or code of table, a part of above-mentioned module, program segment or code include one or more
Executable instruction for implementing the specified logical function.It should also be noted that in some implementations as replacements, institute in box
The function of mark can also occur in a different order than that indicated in the drawings.For example, two boxes succeedingly indicated are practical
On can be basically executed in parallel, they can also be executed in the opposite order sometimes, and this depends on the function involved.Also it wants
It is noted that the combination of each box in block diagram or flow chart and the box in block diagram or flow chart, can use and execute rule
The dedicated hardware based systems of fixed functions or operations is realized, or can use the group of specialized hardware and computer instruction
It closes to realize.
Being described in unit involved in the embodiment of the present invention can be realized by way of software, can also be by hard
The mode of part realizes that described unit also can be set in the processor.Wherein, the title of these units is in certain situation
Under do not constitute restriction to the unit itself.
As on the other hand, present invention also provides a kind of computer-readable medium, which be can be
Included in electronic equipment described in above-described embodiment；It is also possible to individualism, and without in the supplying electronic equipment.
Above-mentioned computer-readable medium carries one or more program, when the electronics is set by one for said one or multiple programs
When standby execution, so that the electronic equipment realizes the distribution method such as above-mentioned declaration form as described in the examples.
For example, the electronic equipment may be implemented as shown in Figure 1: in step s 110, the information of client is obtained,
The client that the client is responsible for for the insurance business person in leaving office state；In the step s 120, according to the letter of the client
Breath, determines all declaration forms of the client；In step s 130, the guarantor for being in leaving office state is extracted from all declaration forms
The declaration form that dangerous business personnel is responsible for；In step S140, according to what is organized where the insurance business person in leaving office state
Organizational structure distributes to the declaration form that the insurance business person in leaving office state is responsible for described in leaving office state
Insurance business person is associated and is in the insurance business person of on-job state.It can be effectively avoided by this method by a client
Different declaration forms distribute to different insurance business persons, and then avoid to causing client to conflict, or even brought to customer experience
Negative effect, the orphan for improving client singly pays the wish of premium and the efficiency of redevelopment, to improve company's profit.
The present invention also provides a kind of distributor of declaration form, medium and electronic equipments.
It should be noted that although being referred to several modules or list for acting the equipment executed in the above detailed description
Member, but this division is not enforceable.In fact, embodiment according to the present invention, it is above-described two or more
Module or the feature and function of unit can embody in a module or unit.Conversely, an above-described mould
The feature and function of block or unit can be to be embodied by multiple modules or unit with further division.
Through the above description of the embodiments, those skilled in the art is it can be readily appreciated that example described herein is implemented
Mode can also be realized by software realization in such a way that software is in conjunction with necessary hardware.Therefore, according to the present invention
The technical solution of embodiment can be embodied in the form of software products, which can store non-volatile at one
Property storage medium (can be CD-ROM, USB flash disk, mobile hard disk etc.) in or network on, including some instructions are so that a calculating
Equipment (can be personal computer, server, touch control terminal or network equipment etc.) executes embodiment according to the present invention
Method.
Those skilled in the art after considering the specification and implementing the invention disclosed here, will readily occur to of the invention its
Its embodiment.This application is intended to cover any variations, uses, or adaptations of the invention, these modifications, purposes or
Person's adaptive change follows general principle of the invention and including the undocumented common knowledge in the art of the present invention
Or conventional techniques.The description and examples are only to be considered as illustrative, and true scope and spirit of the invention are by following
Claim is pointed out.
It should be understood that the present invention is not limited to the precise structure already described above and shown in the accompanying drawings, and
And various modifications and changes may be made without departing from the scope thereof.The scope of the present invention is limited only by the attached claims.
Claims (10)
1. a kind of distribution method of declaration form, which is characterized in that this method comprises:
Obtain the information of client, the client that the client is responsible for for the insurance business person in leaving office state；
According to the information of the client, all declaration forms of the client are determined；
The declaration form that the insurance business person in leaving office state is responsible for is extracted from all declaration forms；
According to the organizational structure organized where the insurance business person in leaving office state, by the guarantor in leaving office state
The declaration form that dangerous business personnel is responsible for distribute to it is described in the insurance business person of leaving office state it is associated and be in on-job state
Insurance business person.
2. the method according to claim 1, wherein the guarantor in the organizational structure comprising being stored with tree mode
Relationship between dangerous business personnel.
3. the method according to claim 1, wherein according to where the insurance business person in leaving office state
The organizational structure of tissue distributes to the declaration form that the insurance business person in leaving office state is responsible for and the insurance business
Member is associated and the insurance business person in on-job state includes:
According to the organizational structure organized where the insurance business person in leaving office state, on-job state is in described in foundation
The mapping relations between declaration form that insurance business person and the insurance business person in leaving office state are responsible for；
The guarantor being responsible for based on the insurance business person in on-job state and the insurance business person in leaving office state
Mapping relations between list generate the list for recommending insurance business person；
According to the insurance business person in on-job state in the position of the organizational structure, determined from the list best
The insurance business person in on-job state.
4. the method according to claim 1, wherein this method further include:
It, will when the part declaration form in all declaration forms of the client is responsible for by other insurance business persons in on-job state
The declaration form that insurance business person in leaving office state is responsible for distributes to other described insurance business persons, wherein other described guarantors
Dangerous business personnel is not belonging to the organizational structure.
5. according to the method described in claim 4, it is characterized in that, this method further include:
When the number of other described insurance business persons is multiple, according to the effective date of the part declaration form, it is in by described in
The declaration form that the insurance business person of leaving office state is responsible for distributes to the insurance of the declaration form nearest from current time of responsible effective date
Business personnel.
6. according to the method described in claim 4, it is characterized in that, this method further include:
When the number of other described insurance business persons is multiple, the insurance business person in leaving office state is responsible for
Declaration form distributes to the highest insurance business person in on-job state of personal achievement.
7. according to claim 1 to method described in 6 any one, which is characterized in that before the information for obtaining client,
This method further include:
According to the insurance kind of all declaration forms, payment date, termination of insurance date, to all insurance business person institutes in leaving office state
Responsible client classifies, and obtains the type of each client, and the type of the client includes any of the following or a variety of: full
Phase client renews client, failure client；
It is arranged according to type of the priority rule to the client, obtains the priority level of the type of the client；
According to the priority level of the type of the client, the high client's priority processing of priority is chosen.
8. a kind of distributor of declaration form, which is characterized in that the device includes:
Module is obtained, for obtaining the information of client, the visitor that the client is responsible for for the insurance business person in leaving office state
Family；
First determining module determines all declaration forms of the client for the information according to the client；
Extraction module, the declaration form being responsible for for extracting the insurance business person in leaving office state from all declaration forms；
First distribution module, for the organizational structure according to tissue where the insurance business person in leaving office state, by institute
The declaration form that the insurance business person in leaving office state is responsible for is stated to distribute to and insurance business person's phase in leaving office state
Association and the insurance business person for being in on-job state.
9. a kind of electronic equipment, comprising:
One or more processors；And
Storage device, for storing one or more programs, when one or more of programs are by one or more of processing
When device executes, so that one or more of processors realize method described in any one according to claim 1~7.
10. a kind of computer-readable medium, is stored thereon with computer program, which is characterized in that described program is held by processor
The method according to claim 1~any one of 7 is realized when row.
Priority Applications (1)
| Application Number | Priority Date | Filing Date | Title |
|---|---|---|---|
| CN201811555440.8A CN109740873A (en) | 2018-12-19 | 2018-12-19 | Distribution method, device, medium and the electronic equipment of declaration form |
Applications Claiming Priority (1)
| Application Number | Priority Date | Filing Date | Title |
|---|---|---|---|
| CN201811555440.8A CN109740873A (en) | 2018-12-19 | 2018-12-19 | Distribution method, device, medium and the electronic equipment of declaration form |
Publications (1)
| Publication Number | Publication Date |
|---|---|
| CN109740873A true CN109740873A (en) | 2019-05-10 |
Family
ID=66360630
Family Applications (1)
| Application Number | Title | Priority Date | Filing Date |
|---|---|---|---|
| CN201811555440.8A Pending CN109740873A (en) | 2018-12-19 | 2018-12-19 | Distribution method, device, medium and the electronic equipment of declaration form |
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| CN (1) | CN109740873A (en) |
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Application publication date: 20190510 |