CN101847332A - System for remote training and certificate issuance of insurance practitioner - Google Patents
System for remote training and certificate issuance of insurance practitioner Download PDFInfo
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- CN101847332A CN101847332A CN200910106223A CN200910106223A CN101847332A CN 101847332 A CN101847332 A CN 101847332A CN 200910106223 A CN200910106223 A CN 200910106223A CN 200910106223 A CN200910106223 A CN 200910106223A CN 101847332 A CN101847332 A CN 101847332A
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Abstract
The invention relates to a system for the remote training and the certificate issuance of an insurance practitioner, which comprises a computer server for storing training materials, saving user information, carrying out identity validation to the logon of a user, recording the learning progress of the user and generating an electronic training certificate according to the user information after the user completes training and learning, a computer terminal connected with the computer server via internet and used for loading the remote training and certificate issuing application system; the system for the remote training and the certificate issuance of the insurance practitioner unities the business basic architecture and the information resource planning, can satisfy multi-role and cross-regional use, covers the needs of all main information services of insurance, adopts a large data centralization mode, has dynamic and accurate information services as well as three-dimensional, diversified and convenient service means, and the networks, SMSs, hotlines, emails and the like can meet personalized needs of complicated groups.
Description
Technical field
The present invention relates to the system that trains and issue licence, more particularly, the system that relates to a kind of practitioner's of insurance remote training and issue licence.
Background technology
Since the 16th National Congress of Communist Party of China, deep variation has taken place in insurance, has realized leap from quantitative change to qualitative change.Particularly 2007, insurance got most of the attention.That the insurance market has kept increasing is very fast, structure optimization, benefit improve, the good situation of coordinated development.Nationwide Insurance Enterprise's specialty intermediary agent structure quantity sharply increases, and the whole level of profitability improves fast; Insurance marketing troop overall strength strengthens, and salesman's quantity breaks through 2,000,000 people first, records high; Insurance Regulation is constantly strengthened, and sincere the construction moves forward steadily.
Yet insurance is as being support with the infotech typically, and kownledge economy is the modern service industry important content of feature, when obtaining quick fast development, is faced with the problem that the information-based means of services seriously lag behind the insurance market fast development.How to provide third party's information service to become and ensure that insurance continues the requirement of scientific development.
Summary of the invention
The technical problem to be solved in the present invention is, lack at the insurance practitioner training and learning of prior art is information-based, can not make defectives such as different insurance practitioners learns long-range and personalizedly, the system that a kind of practitioner's of insurance remote training is provided and issues licence.
The technical solution adopted for the present invention to solve the technical problems is: the system that constructs a kind of practitioner's of insurance remote training and issue licence, and described system comprises:
Computer server is used to store training material, and preserve user profile and authentication is carried out in user's login, and the study schedule of recording user, after the user finishes training and learning,, generate the electronics certificate of vocational training according to user profile;
Terminal is connected with described computer server by the Internet, and it is used to load the remote training and the application system of issuing licence;
The described remote training and the application system of issuing licence comprise:
The learning data module, be used to store the catalogue of described training material, wherein, described catalogue comprises training program and corresponding course classification, each course classification correspondence is provided with course tabulation, and each course in each course tabulation and described computer server establish corresponding download link inlet.
Memory module is used to store the training material of downloading according to user instruction, and storage user's study schedule;
Display window is used to show the catalogue of described training material, and the content of the training material of being stored in the memory module, and wherein, the content of described training material is the multimedia video audio file of PPT form;
Data maintenance module is used to import user's learning records, and user's learning records is uploaded to computer server, and after computer server generates the electronics certificate of vocational training, downloads and print described electronics certificate of vocational training.
In insurance of the present invention practitioner's remote training and the system that issues licence, described remote training and the application system of issuing licence also comprise the accounts information module, be used to store the user the account inventory, supplement the record that writes down and charge with money.
In the system of insuring practitioner's remote training and issuing licence of the present invention, the described remote training and the application system of issuing licence also comprise SMS module, be used for sending message by computer server to mobile phone, it comprises short message editing unit and contact management unit.
In the system of insuring practitioner's remote training and issuing licence of the present invention, the described remote training and the application system of issuing licence also comprise the exhibition industry module, are used for work program, customer account management, declaration form management, short message managing, daily record of work and the message notifying of recording user.
In the system of insuring practitioner's remote training and issuing licence of the present invention, described remote training comprises also with the application system of issuing licence and exchanges module that it is used for carrying out instant messaging by the user of the login remote training of various computing machine terminal and the application system of issuing licence.
In the system of insuring practitioner's remote training and issuing licence of the present invention, described course classification comprises insurance marketing person's follow-up education, insurance agent practitioner's follow-up education and insures public affairs and estimate practitioner's follow-up education.
In the system of insuring practitioner's remote training and issuing licence of the present invention, described course tabulation comprises required course and selects class to read.
In the system of insuring practitioner's remote training and issuing licence of the present invention, each course comprises course name, courseware title and courseware duration.
The system that implements insurance practitioner's remote training of the present invention and issue licence, has following beneficial effect: by load this remote training and the application system of issuing licence at terminal, the insurance working in diverse geographic location and zone can remotely give training, the user need can freely select the project of training, especially, can select learned lesson neatly, and do not need serial order learning according to default, therefore mode of learning is flexible, the user can select the sequencing of study according to the situation of self, in addition, the user can upload to computer server in real time with the study schedule of oneself, write down its situation by computer server, to judge whether generating the electronics certificate of vocational training for this user, further, when the geographic position at user place changes, especially when the user uses other terminal, the user can derive learning records from original terminal, and import in the new terminal, thereby when training once more, learn from the learning records point of last time is continuous, for the insurance practitioner provides Training and Learning, exhibition industry is supported, information interchange, utility functions such as interaction is shared can realize the insurance practitioner, examination, certificate, the management of flow processs such as educational training.By SMS module, exhibition industry module being set and exchanging module, thereby set up the channel of linking up with different insurance practitioners, can in real time message such as various notices, action message, information on services, business handling result be sent to the insurance practitioner, also can carry out all kinds of surveys by note.In a word, dangerous practitioner's remote training of the present invention and the systematic unity service basic framework of issuing licence, unified IRP can satisfy polygonal look, trans-regional use; Cover the needs of each main information service aspect of insurance; Adopt the data centralization pattern, the information service content dynamically, accurately; Means of services solid, various, convenient, its network, note, hot line, mail etc. can satisfy the demand of complicated colony personalization.
Description of drawings
The invention will be further described below in conjunction with drawings and Examples, in the accompanying drawing:
Fig. 1 is that the present invention insures practitioner's remote training and the theory diagram of the system that issues licence;
Fig. 2 is the theory diagram of the remote training shown in Figure 1 and the application system of issuing licence;
Fig. 3 a is first synoptic diagram of learning data module shown in Figure 2;
Fig. 3 b is second synoptic diagram of learning data module shown in Figure 2;
Fig. 3 c is the 3rd synoptic diagram of learning data module shown in Figure 2;
Fig. 3 d is the 4th synoptic diagram of learning data module shown in Figure 2;
Fig. 3 e is the 5th synoptic diagram of learning data module shown in Figure 2;
Fig. 3 f is the 6th synoptic diagram of learning data module shown in Figure 2;
Fig. 4 a is first synoptic diagram of exhibition industry module shown in Figure 2;
Fig. 4 b is second synoptic diagram of exhibition industry module shown in Figure 2;
Fig. 4 c is the 3rd synoptic diagram of exhibition industry module shown in Figure 2;
Fig. 4 d is the 4th synoptic diagram of exhibition industry module shown in Figure 2;
Fig. 4 e is the 5th synoptic diagram of exhibition industry module shown in Figure 2;
Fig. 4 f is the 6th synoptic diagram of exhibition industry module shown in Figure 2;
Fig. 5 a is first synoptic diagram of SMS module shown in Figure 2;
Fig. 5 b is second synoptic diagram of SMS module shown in Figure 2;
Fig. 6 a is first synoptic diagram of accounts information module shown in Figure 2;
Fig. 6 b is second synoptic diagram of accounts information module shown in Figure 2;
Fig. 6 c is the 3rd synoptic diagram of accounts information module shown in Figure 2;
Fig. 7 is the synoptic diagram of data maintenance module shown in Figure 2;
Fig. 8 is the synoptic diagram of interchange module shown in Figure 2.
Embodiment
As shown in Figure 1, in the system of insuring practitioner's remote training and issuing licence of the present invention, form by a computer server and a plurality of terminal, these computer equipments can be positioned at identical and/or different geographic position, wherein, computer server its as unified system platform, the unified planning IRP, be mainly used in the storage training material, preserve user profile and authentication is carried out in user's login, and the study schedule of recording user, after the user finishes training and learning, according to user profile, generate the electronics certificate of vocational training; And each terminal is mounted with far training respectively and the application system of issuing licence, obtaining the power user by this remote training and the application system of issuing licence can login, thereby be connected with computer server by the Internet, after the user logins first according to the number of the account that obtains and password, computer server just will be set up corresponding data information for it, carry out user management.
As shown in Figure 2, this remote training mainly comprises control module, memory module, learning data module, data maintenance module, accounts information module, exchanges module, SMS module and display window with the application system of issuing licence; Wherein, control module is mainly finished each instruction control that the user operates, and in a preferred embodiment, this control module can be realized by the central processing unit of the terminal that loads this remote training and the application system of issuing licence.
Be depicted as the learning data module diagram of the preferred embodiment of the present invention as Fig. 3 a～3f, this learning data module is mainly used in the catalogue of the described training material of storage, wherein, shown in Fig. 3 a, this catalogue comprises training program and corresponding course classification, user by selecting selects the corresponding project in the training program tabulation need can determine the plan of Training and Learning, shown in Fig. 3 b, in a preferred embodiment, this training program comprises plan title and corresponding training type, for example 2008 annual insurance marketing person's follow-up education and insurance marketing person's follow-up education, 2008 annual insurance agent practitioner's follow-up education and insurance agent practitioner's follow-up education, 2008 years insurance public affairs estimate practitioner's follow-up education and the insurance public affairs are estimated practitioner's follow-up education.Shown in Fig. 3 c, after selected training program, the user can carry out the course classification according to s own situation and select, in a preferred embodiment, the course classification comprises required course and elective course, wherein, be the 2009 annual Beijing area insurance practitioner of intermediary follow-up education for training program, its required course mainly comprises insurance laws and regulations clause, insurance professional ethics education, policy deciphering, insurance is sincere builds and insurance rudimentary knowledge.Shown in Fig. 3 d, the course that each chapters and sections are specifically arranged for each classification in the required course, the course of each chapters and sections be provided with computer server in the training material stored link inlet accordingly, after the user clicked this " download " inlet, this terminal can be set up to link and download with computer server.Among the embodiment shown in Fig. 3 e, all share identical elective for different training programs.In an embodiment of the present invention, associative directory content in the learning data module all shows by display window, after the selected corresponding training program of user, this control module is promptly set up " study schedule " record for this user in memory module, shown in Fig. 3 e, should in display window, show equally by " study schedule " record, wherein all show " finishing class hour " and " not finishing class hour " at elective course and required course respectively, and " finishing class hour " and " not finishing class hour " of amounting to.Shown in Fig. 3 f, when the intact corresponding course of user's download, in the time of need giveing training, by clicking corresponding course, the learning content that control module is about to be stored in this course in the memory module shows by display window, in the embodiment shown in Fig. 3 f, this learning content be the PPT form look the audio frequency multimedia materials.
Among the embodiment of the exhibition industry module of the present invention shown in Fig. 4 a～4f, this exhibition industry module includes work program unit, customer account management unit, declaration form administrative unit, short message managing unit, daily record of work unit and prompting message unit; Wherein shown in Fig. 4 a, this working cell provides calendar to show, and in the work program on corresponding date, wherein indicates COS, service object, program content, planned time of this work program or the like.Customer account management unit shown in Fig. 4 b, it is provided with inquiry client's condition, for example customer name, customer type, client's grade, telephone number, family/work address, follow-up number of times, follow up time, birthday, signatory and passport NO. or the like whether at last.Declaration form administrative unit shown in Fig. 4 c, it is provided with the declaration form querying condition, for example insurer, number of policy, effective date and insurance kind classification also indicate insurant, insurance kind title, insurance kind code or the like especially in the query display, thereby have realized the integrated management to declaration form.Short message managing unit shown in Fig. 4 d, it provides the inquiry that history is sent the record of note, it is provided with the message search condition, for example transmission/time of reception, short message type, short message content and phone number, and the note that will be complementary shows in query display in detail.Daily record of work unit shown in Fig. 4 e, it provides the inquiry of query history daily record for the user, the querying condition of She Zhiing has in this embodiment: customer name, log content and daily record time, and in the query display window, detailed contents such as relevant service type, service object, program content, planned time and deadline are shown.Among the embodiment of the message notifying unit shown in Fig. 4 f, it is mainly the user and carries out warm tip, it comprises that birthday prompting, continuation of insurance are reminded and work program is reminded, wherein whether signatory the birthday remind and to comprise client's grade, customer name, birthday and item such as, continuation of insurance is reminded and is comprised declaration form type, insurer, insurance kind title, each issue premium, effective date and pay charge way or the like, and work program is reminded and comprised COS, service object, program content and planned time or the like.
SMS module shown in Fig. 5 a and 5b, it provides platform for the user to sending short message by mobile phone, also can receive the note that mobile phone sends further, this SMS module comprises short message managing unit and note contact person unit shown in Fig. 5 a, wherein, the short message managing unit provides the inquiry of note for the user.Note contact person unit shown in Fig. 5 b, it is provided with contact person's querying condition, for example name of contact person, phone number and Business Name or the like.
Accounts information module shown in Fig. 6 a～6c, it provides the function of account management for the user, account inventory unit be can comprise, unit and charging item unit supplemented with money, account inventory unit shown in Fig. 6 a provides the demonstration of account balance for the user, and inventory inquiry and in the Query Result window, show concrete information, comprise type, description, generation number and time.Supplementing with money in the unit shown in Fig. 6 b, it provides rechargeable card number of the account inlet, prepaid card password inlet and corresponding identifying code inlet for the user.Charging item unit shown in Fig. 6 c provides the list of charges for the user, comprising charge title, unit, quantity and expense volume are arranged.
In the data maintenance module as shown in Figure 7, it provides real-time study schedule record for the user in the Training and Learning process, wherein, synchronous data interface is set up linking between current computer terminal and the computer server for the user, thereby the study schedule of user in the current computer terminal can be uploaded to computer server synchronously, computer server is taken this as a foundation and is judged whether to generate the electronics certificate of vocational training for this user thus; Import after data-interface is mainly the user and logins by the remote training in the current computer terminal and the application system of issuing licence, its study schedule data by external storage device stores is loaded in this current computing terminal, thereby the user can continue study from the stop position of Training and Learning last time; Be moved out on other computers the study interface and make the user study schedule in the current computer terminal can be derived, thus user next time after other terminal login remote training and the application system of issuing licence can with before study schedule be written into; After printing electronics certificate of vocational training interface makes that the user finishes corresponding training, can the electronics certificate of vocational training that generate be printed in the current computer terminal from computer server.
Interchange module as shown in Figure 8, it provides the platform that carries out instant messaging for the user who logins this remote training and the application system of issuing licence by various computing machine terminal, and the utility function of information interchange is provided for the insurance practitioner.
The present invention describes by several specific embodiments, it will be appreciated by those skilled in the art that, without departing from the present invention, can also carry out various conversion and be equal to alternative the present invention.In addition, at particular condition or concrete condition, can make various modifications to the present invention, and not depart from the scope of the present invention.Therefore, the present invention is not limited to disclosed specific embodiment, and should comprise the whole embodiments that fall in the claim scope of the present invention.
Claims (8)
1. the system insuring practitioner's remote training and issue licence is characterized in that, described system comprises:
Computer server is used to store training material, and preserve user profile and authentication is carried out in user's login, and the study schedule of recording user, after the user finishes training and learning,, generate the electronics certificate of vocational training according to user profile;
Terminal is connected with described computer server by the Internet, and it is used to load the remote training and the application system of issuing licence;
The described remote training and the application system of issuing licence comprise:
The learning data module, be used to store the catalogue of described training material, wherein, described catalogue comprises training program and corresponding course classification, each course classification correspondence is provided with course tabulation, and each course in each course tabulation and described computer server establish corresponding download link inlet.
Memory module is used to store the training material of downloading according to user instruction, and storage user's study schedule;
Display window is used to show the catalogue of described training material, and the content of the training material of being stored in the memory module, and wherein, the content of described training material is the multimedia video audio file of PPT form;
Data maintenance module is used to import or derive user's learning records, and user's learning records is uploaded to computer server, and after computer server generates the electronics certificate of vocational training, downloads and print described electronics certificate of vocational training.
2. insurance according to claim 1 practitioner's remote training and the system that issues licence is characterized in that described remote training and the application system of issuing licence also comprise the accounts information module, be used to store the user the account inventory, supplement the record that writes down and charge with money.
3. insurance practitioner's remote training according to claim 1 and the system that issues licence, it is characterized in that, the described remote training and the application system of issuing licence also comprise SMS module, are used for sending message by computer server to mobile phone, and it comprises short message editing unit and contact management unit.
4. insurance practitioner's remote training according to claim 1 and the system that issues licence, it is characterized in that, the described remote training and the application system of issuing licence also comprise the exhibition industry module, are used for work program, customer account management, declaration form management, short message managing, daily record of work and the message notifying of recording user.
5. insurance practitioner's remote training according to claim 1 and the system that issues licence, it is characterized in that, described remote training comprises also with the application system of issuing licence and exchanges module that it is used for carrying out instant messaging by the user of the login remote training of various computing machine terminal and the application system of issuing licence.
6. according to the arbitrary described system of insuring practitioner's remote training and issuing licence of claim 1～5, it is characterized in that described course classification comprises insurance marketing person's follow-up education, insurance agent practitioner's follow-up education and insures public affairs and estimate practitioner's follow-up education.
7. according to the arbitrary described system of insuring practitioner's remote training and issuing licence of claim 1～5, it is characterized in that described course tabulation comprises required course and selects class to read.
8. according to the arbitrary described system of insuring practitioner's remote training and issuing licence of claim 1～5, it is characterized in that each course comprises course name, courseware title and courseware duration.
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| Application Number | Priority Date | Filing Date | Title |
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| CN2009101062235A CN101847332B (en) | 2009-03-24 | 2009-03-24 | System for remote training and certificate issuance of insurance practitioner |
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| Application Number | Priority Date | Filing Date | Title |
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| CN2009101062235A CN101847332B (en) | 2009-03-24 | 2009-03-24 | System for remote training and certificate issuance of insurance practitioner |
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| CN101847332A true CN101847332A (en) | 2010-09-29 |
| CN101847332B CN101847332B (en) | 2012-07-11 |
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Cited By (9)
| Publication number | Priority date | Publication date | Assignee | Title |
|---|---|---|---|---|
| CN102646227A (en) * | 2012-02-22 | 2012-08-22 | 周慧清 | Method and platform for realizing interactive self-service training among enterprises |
| CN103744923A (en) * | 2013-12-26 | 2014-04-23 | 西安交通大学 | Autonomous learning on demand system and method of mobile terminal capable of supporting learning process recording and uploading |
| CN106991628A (en) * | 2017-03-31 | 2017-07-28 | 河北天英软件科技有限公司 | A kind of the online training method of examination and system |
| CN107731023A (en) * | 2017-09-26 | 2018-02-23 | 宁波奏功信息科技有限公司 | Intelligent equipment Training Management Information System and method |
| CN108389473A (en) * | 2018-01-25 | 2018-08-10 | 链家网（北京）科技有限公司 | A kind of method and device for learning professional skill |
| CN109166375A (en) * | 2018-10-14 | 2019-01-08 | 苏州道博环保技术服务有限公司 | Environmental program Web- Based Training and device |
| CN109409829A (en) * | 2018-10-14 | 2019-03-01 | 苏州道博环保技术服务有限公司 | Training Management method and device |
| CN113436043A (en) * | 2021-07-21 | 2021-09-24 | 北京思想天下教育科技有限公司 | Multi-industry multi-region multi-scene online teaching management system |
| CN113436042A (en) * | 2021-07-21 | 2021-09-24 | 北京思想天下教育科技有限公司 | On-line training system based on regional and industry differentiation and custom configuration |
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| FI120065B (en) * | 2001-06-05 | 2009-06-15 | Sanako Oy | A system for managing online learning activities |
| US6767212B2 (en) * | 2001-07-09 | 2004-07-27 | Glenn Roy Thomas | Network-assisted behavior management system |
| CN1142507C (en) * | 2001-09-07 | 2004-03-17 | 清华大学 | Quasi-synchronous master-slave remote education information management system and its implementation method |
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Cited By (10)
| Publication number | Priority date | Publication date | Assignee | Title |
|---|---|---|---|---|
| CN102646227A (en) * | 2012-02-22 | 2012-08-22 | 周慧清 | Method and platform for realizing interactive self-service training among enterprises |
| CN103744923A (en) * | 2013-12-26 | 2014-04-23 | 西安交通大学 | Autonomous learning on demand system and method of mobile terminal capable of supporting learning process recording and uploading |
| CN103744923B (en) * | 2013-12-26 | 2015-10-21 | 西安交通大学 | Support learning process record and the mobile terminal independent order learning system uploaded and method |
| CN106991628A (en) * | 2017-03-31 | 2017-07-28 | 河北天英软件科技有限公司 | A kind of the online training method of examination and system |
| CN107731023A (en) * | 2017-09-26 | 2018-02-23 | 宁波奏功信息科技有限公司 | Intelligent equipment Training Management Information System and method |
| CN108389473A (en) * | 2018-01-25 | 2018-08-10 | 链家网（北京）科技有限公司 | A kind of method and device for learning professional skill |
| CN109166375A (en) * | 2018-10-14 | 2019-01-08 | 苏州道博环保技术服务有限公司 | Environmental program Web- Based Training and device |
| CN109409829A (en) * | 2018-10-14 | 2019-03-01 | 苏州道博环保技术服务有限公司 | Training Management method and device |
| CN113436043A (en) * | 2021-07-21 | 2021-09-24 | 北京思想天下教育科技有限公司 | Multi-industry multi-region multi-scene online teaching management system |
| CN113436042A (en) * | 2021-07-21 | 2021-09-24 | 北京思想天下教育科技有限公司 | On-line training system based on regional and industry differentiation and custom configuration |
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| Publication number | Publication date |
|---|---|
| CN101847332B (en) | 2012-07-11 |
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Address after: 518057 high tech Zone, Guangdong Province, Shenzhen science and Technology Park Road, the three floor, building 6, 4 Patentee after: Yongxing Shenzhen Polytron Technologies Inc Address before: 518057 high tech Zone, Guangdong Province, Shenzhen science and Technology Park Road, the three floor, building 6, 4 Patentee before: Shenzhen Longrise Technology Co., Ltd. |