CN108564251A - Insure method for allocating tasks, device, equipment and storage medium - Google Patents
Insure method for allocating tasks, device, equipment and storage medium Download PDFInfo
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- CN108564251A CN108564251A CN201810201202.0A CN201810201202A CN108564251A CN 108564251 A CN108564251 A CN 108564251A CN 201810201202 A CN201810201202 A CN 201810201202A CN 108564251 A CN108564251 A CN 108564251A
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- G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
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- G06Q10/063—Operations research, analysis or management
- G06Q10/0631—Resource planning, allocation, distributing or scheduling for enterprises or organisations
- G06Q10/06311—Scheduling, planning or task assignment for a person or group
- G06Q10/063112—Skill-based matching of a person or a group to a task
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- G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
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- G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
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- G06Q40/08—Insurance
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Abstract
The present invention is suitable for sales service platform technology field, more particularly to a kind of insurance method for allocating tasks, device, equipment and storage medium.Insuring method for allocating tasks includes：Insurance product type is shown by public platform on the mobile terminal of client；The insurance product type that client selectes and the customer information that client fills in are obtained, customer type is determined according to the customer information；Corresponding business personnel is matched according to the customer type and the insurance product type, sends mission bit stream to business personnel's client, and the information of the business personnel is sent to the mobile terminal by public platform；Task Progress information is obtained by business personnel's client, the Task Progress information is sent to the mobile terminal, and shown by the public platform.Technical solution of the present invention can Rapid matching business personnel, and by public platform show Task Progress state, quickly check Task Progress information, improve work efficiency, enhance customer experience.
Description
Technical field
The invention belongs to sales service platform technology field, more particularly to a kind of insurance method for allocating tasks, device, equipment
And storage medium.
Background technology
Currently, when business personnel carries out business transaction with client, when business personnel knows that client has demand to other business,
Since business personnel is to the contact method of other business being unfamiliar with and do not know other business personnels, client's stream is caused
It loses, reduces customer experience, and after to lead referral public platform, client can not check the progress of transacting business by public platform
Information.
Invention content
The purpose of the present invention is to provide a kind of insurance method for allocating tasks, device, equipment and storage mediums, may be implemented
It by public platform Rapid matching business personnel, and can show Task Progress information, improve work efficiency, enhance customer experience.
The invention is realized in this way first aspect present invention provides a kind of insurance method for allocating tasks, including：
Insurance product type is shown by public platform on the mobile terminal of client；
The insurance product type that client selectes and the customer information that client fills in are obtained, is determined according to the customer information
Customer type；
Corresponding business personnel is matched according to the customer type and the insurance product type, is sent to business personnel's client
Mission bit stream, and the information of the business personnel is sent to the mobile terminal by public platform；
Task Progress information is obtained by business personnel's client, the Task Progress information is sent to the movement
Terminal, and shown by the public platform.
Second aspect of the present invention provides a kind of insurance task allocation apparatus, and the insurance task allocation apparatus includes：
Insurance products display module, for showing insurance product type by public platform on the mobile terminal of client；
Acquisition module, for obtaining the insurance product type that client selectes and the customer information that client fills in, according to institute
It states customer information and determines customer type；
Task allocating module, for matching corresponding business personnel according to the customer type and the insurance product type,
Mission bit stream is sent to business personnel's client, and the information of the business personnel is sent to the mobile terminal by public platform；
Task Progress display module, for obtaining Task Progress information by business personnel's client, by the task
Progress msg is sent to the mobile terminal, and is shown by the public platform.
Third aspect present invention provides a kind of terminal device, including memory, processor and is stored in the memory
In and the computer program that can run on the processor, the processor realize such as this hair when executing the computer program
The step of bright first aspect the method.
Fourth aspect present invention provides a kind of computer readable storage medium, and the computer-readable recording medium storage has
Computer program, when the computer program is executed by processor realize as described in the first aspect of the invention method the step of.
A kind of insurance method for allocating tasks of present invention offer, device, equipment and storage medium, according to customer type and insurance
Product type matches corresponding business personnel, sends mission bit stream to business personnel's client, and the information of business personnel is passed through the public
Number it is sent to mobile terminal, realizes the corresponding business personnel of Rapid matching, improve work efficiency, obtained by business personnel's client
Task Progress information is taken, Task Progress information is sent to mobile terminal, and shown by public platform, realization passes through the public
It number checks Task Progress information, improves customer experience, avoid customer churn.
Description of the drawings
It to describe the technical solutions in the embodiments of the present invention more clearly, below will be to embodiment or description of the prior art
Needed in attached drawing be briefly described, it should be apparent that, the accompanying drawings in the following description be only the present invention some
Embodiment for those of ordinary skill in the art without having to pay creative labor, can also be according to these
Attached drawing obtains other attached drawings.
Fig. 1 is a kind of flow chart for insurance method for allocating tasks that the embodiment of the present invention 1 provides；
Fig. 2 is a kind of particular flow sheet for insurance method for allocating tasks step S30 that the embodiment of the present invention 1 provides；
Fig. 3 is a kind of particular flow sheet for insurance method for allocating tasks step S40 that the embodiment of the present invention 1 provides；
Fig. 4 is a kind of structural schematic diagram for insurance task allocation apparatus that the embodiment of the present invention 2 provides；
Fig. 5 is a kind of specific knot for insurance task allocation apparatus Task Progress display module that the embodiment of the present invention 2 provides
Structure schematic diagram；
Fig. 6 is the structural schematic diagram for the terminal device that the embodiment of the present invention 4 provides.
Specific implementation mode
In order to make the purpose , technical scheme and advantage of the present invention be clearer, with reference to the accompanying drawings and embodiments, right
The present invention is further elaborated.It should be appreciated that the specific embodiments described herein are merely illustrative of the present invention, and
It is not used in the restriction present invention.
In order to illustrate technical scheme of the present invention, illustrated below by specific embodiment.
Embodiment 1
The embodiment of the present invention 1 provides a kind of insurance method for allocating tasks, and the executive agent for insuring method for allocating tasks is public affairs
Crowd's system platform, as shown in Figure 1, insurance method for allocating tasks includes：
Step S10 shows insurance product type on the mobile terminal of client by public platform.
In step slo, insurance product type may include the various insurance products such as vehicle insurance product, Product for life insurance agent,
Various insurance products are included including the related introduction of insurance products in public platform, working as business personnel by public platform system platform
When carrying out business transaction with client, when knowing that client has purchase insurance business demand, public platform is recommended into client, client passes through
Public platform understands insurance products and selects the insurance products that need to be bought on mobile terminal.By this step, realizes client and pass through
Public platform selects insurance product type, improves customer experience.
Step S20 obtains the insurance product type that client selectes and the customer information that client fills in, according to customer information
Determine customer type.
In step S20, client is by acquisition for mobile terminal public platform, by choosing insurance products class in public platform
Type, i.e. prompt client fills in customer information after determining insurance product type, and customer information refers to the personal essential information of client, example
Such as, customer name, customer's identity card number, customer address information etc., public platform system platform identify customer class according to customer information
Type, customer type include frequent customer and Xin client, and frequent customer refers to the client for once handling allied line, and new client is
Refer to the client for not handling insurance business, it can be by inquiring the customer profile data for handling business stored in database
Identify customer type, specifically, client enters public platform, it is one such in selected insurance product type, such as vehicle insurance, it fills in
Personal essential information, the essential information automatic identification customer type that public platform is filled according to client.By this step, root is realized
The insurance product type selected according to client and the customer information filled in determine customer type.
Step S30 matches corresponding business personnel according to customer type and insurance product type, is sent to business personnel's client
Mission bit stream, and the information of business personnel is sent to mobile terminal by public platform.
In step s 30, customer type is that the customer information that public platform is filled according to client searches progress in the database
Identification, insurance product type be carried out in the public platform of client on mobile terminals it is selected, such as vehicle insurance, life insurance,
Trust business etc., it is to select the corresponding business personnel's data of the type according to insurance product type first to match corresponding business personnel
Library matches business personnel appropriate further according to customer type in selected business personnel's database.Specifically, flat in public platform system
The customer information of the client is inquired in platform, then judges the customer type of the client for frequent customer, then preferential distribution once took
Be engaged in the business personnel of the client.For example, when the insurance product type that client selectes is vehicle insurance, customer information, public platform are filled in
The relevant information that the client buys in public platform platform vehicle insurance, the then visitor are found in public platform by the customer information filled in
Family is frequent customer, and the essential information for preferentially distributing the vehicle insurance business personnel for once servicing the client is sent to the movement of client
Terminal, client are got in touch the corresponding product information of understanding, or pass through public affairs by checking business personnel's essential information with business personnel
Many numbers are directly viewable business personnel's information.Specifically, the customer information for not finding the client in public platform system platform, then sentence
The customer type of the fixed client is new client, wherein contains business personnel's service quality list in public platform system, according to new visitor
The insured amount size of family history purchaser record in public platform platform calls business personnel's service quality list, filters out corresponding clothes
Business personnel's essential information is simultaneously sent to client by the business personnel for quality of being engaged in, and specifically, obtains public platform platform background data base
In business datum parameter, different grades of service quality list is established according to business datum parameter, and establish different brackets
Corresponding relationship between service quality list and protection amount, wherein business datum parameter include business personnel's marketing plan completion rate,
Sales growth rate, selling price conservation rate, new customer's rate of exploitation and patron's conservation rate, according to These parameters with it is preset
Percentage calculation obtains final score, for example, the percentage shared by each index is 20%, according to final score distribution etc.
Grade, show that business personnel's essential information, quality of service table grade, service quality name are inferior in service quality list, further,
According to the business personnel of insured amount matching respective service credit rating of the new client in the history purchaser record of public platform platform, when new
Protection amount of the client in the history purchaser record of public platform platform is bigger, then the high business of the high-grade middle service quality matched
Member, when protection amount of the new client in history purchaser record is more than the first preset cost, such as 1,000,000, then recommendation service quality row
The corresponding business personnel of the first estate in famous-brand clock, when the protection amount in historical record is located at less than or equal to first amount of money and is more than second
Be, for example, less than equal to 1,000,000 and to be more than 800,000 when between the amount of money, then the second grade pair in recommendation service quality list
The business personnel answered is less than or equal to the third amount of money, then third in recommendation service quality list when the protection amount in historical record is located at
The essential information of the business personnel matched, is sent to the mobile terminal of client, client is by checking by the corresponding business personnel of grade
Business personnel's essential information is got in touch the corresponding product information of understanding, or be directly viewable business by public platform with business personnel
Member's information realizes by this step and matches corresponding business personnel for client, avoiding the insurance product type that client selectes is
When vehicle insurance, life insurance business person is had matched, while corresponding business personnel is matched by customer type, avoids customer churn,
Improve customer experience.
Step S40 obtains Task Progress information by business personnel's client, Task Progress information is sent to mobile whole
End, and shown by public platform.
In step s 40, Task Progress information is the progress status for the task completion that business personnel's client is sent, for example,
Task Progress state include distribution in, carry out in, complete etc., business personnel pass through client receive public platform send task letter
Breath, and corresponding task is completed, the progress that task is completed is sent to public platform, it is complete that public platform obtains the task that business personnel sends
At progress, according to task complete progress update Task Progress information, and public platform show Task Progress information, specifically
, business personnel completes the task in mission bit stream, the progress that task is completed is sent to public platform, for example, business personnel passes through client
Termination receives the mission bit stream of public platform transmission, receives the task of distribution, and the progress that task is completed, public platform are sent to public platform
Task Progress information is sent to mobile terminal, understands current task situation convenient for client, is updated according to the progress that task is completed
Task Progress information is simultaneously shown in public platform, the business personnel convenient for recommending or customer inquiries current task progress msg.Pass through
This step realizes and shows Task Progress information by public platform, and Task Progress information is sent to the mobile terminal of client,
Improve customer experience.
The present invention provides a kind of insurance method for allocating tasks, and corresponding industry is matched according to customer type and insurance product type
Business person sends mission bit stream to business personnel's client, and the information of business personnel is sent to mobile terminal by public platform, realizes
Rapid matching corresponding business personnel improves working efficiency, and Task Progress information is obtained by business personnel's client, by task into
Degree information is sent to mobile terminal, and is shown by public platform, realizes and checks Task Progress information by public platform, improves
Customer experience, avoids customer churn.
As a kind of embodiment of the embodiment of the present invention 1, customer type is determined according to customer information in step S20, is wrapped
It includes：
When finding the customer name and ID card No. in customer information in the database in insurance product type, sentence
It is frequent customer to determine customer type；
When the customer name and ID card No. in customer information are not found in the database in insurance product type,
Judgement customer type is new client.
In above-mentioned steps, database is the storage unit of public platform system platform storage historic customer information, when passing through
Customer name and identification card number in customer information find history visitor in the database for the insurance product type that client selectes
When the information of family, then the customer type of the client is judged for frequent customer, specifically, when client fills in customer information, public platform is logical
The customer name and identification card number crossed in customer information find the database for the insurance product type that the client selectes in client
In find historic customer information, then be determined as frequent customer, search criterion includes that identification card number is avoided to inquire and had the same given name and family name
Client, for example, when receive client transmission insurance product type be vehicle insurance when, in public platform vehicle insurance database carry out
Whether inquiry has the historic customer information of the client to judge that the customer type of the client is when finding historic customer information
Frequent customer then judges that the customer type of the client is new client when not inquiring historic customer information.It avoids when client has
When life insurance records, it is matched to life insurance business person, and life insurance business person does not know about the specific details of vehicle insurance, causes
Customer experience is low, by this step, is searched in the database for the insurance product type that client selectes, according to customer name
It is searched with identification card number, accurately finds customer information, and judge customer type, promote customer experience.
As a kind of embodiment of the embodiment of the present invention 1, as shown in Fig. 2, in step s 30 according to customer type and guarantor
Dangerous product type matches corresponding business personnel, and mission bit stream is sent to business personnel's client, including：
Step S301 matches client with the business personnel of existing business relations, when customer type is frequent customer to business
Customer information is simultaneously sent to business personnel's client by member's client distribution task.
In above-mentioned steps S301, distribution task is directed to business personnel's client and sends mission bit stream, for example, being taken with client
Must contact, introduce insurance product information etc., historic customer letter is found in the database for the insurance product type that client selectes
Breath, then the customer type of the client is frequent customer, and shows the business personnel for having business relations with the client, to business personnel's client
Mission bit stream is sent, the carrying out insurance products negotiation with the client of the task is distributed into the business personnel, and customer information is sent
It includes intention insurance products, customer name, contact method and contact address etc., business personnel to give business personnel's client, customer information
Mission bit stream and customer information are received by client, corresponding task is executed according to mission bit stream.Specifically, when client is selected
Insurance product type be vehicle insurance, historic customer information is found in vehicle insurance database, then the customer type of the client is old
Client, display have the business personnel of business relations with the client, distribute task to business personnel, and customer information is sent to business personnel
Client, business personnel are got in touch by customer information and client, introduce insurance product information etc..As an implementation,
When finding customer information in the database, and detect that the business personnel for having business relations with client is not internal in the database
The client is then determined as new client by contact person.By this step, the client by customer type for frequent customer and existing industry are realized
The business personnel of business relationship matches, and distributes task to the business personnel, improves lower single probability, enhances customer experience.
Step S302 obtains the customer address in customer information, in insurance product type when customer type is new client
Database in the business personnel nearest apart from customer address is matched according to customer address, to business personnel's client distribution task simultaneously
Customer information is sent to business personnel's client.
In above-mentioned steps S302, when not finding historic customer in the database for the insurance product type selected in client
Information, then the customer type of the client is new client, and customer address is obtained according to the customer information that client fills in, selected in client
Insurance product type database in match the business personnel nearest apart from customer address, convenient for the behaviour that makes house calls or place an order
Make, as an implementation, when being matched in the database apart from nearest business personnel at least two by customer address,
The then unfinished task current intelligence of statistical service person, the business personnel minimum to unfinished task current intelligence distribute task and will
The customer information of client is sent to business personnel.By this step, by client matching distance client that customer type is new client
The nearest business personnel in location, and task is distributed to the business personnel, lower single probability is improved, customer experience is enhanced.
As a kind of embodiment of the embodiment of the present invention 1, as shown in figure 3, passing through business personnel's client in step s 40
Task Progress information is obtained, and Task Progress information is sent to mobile terminal, and is shown by public platform, including：
Step S401 is shown when the confirmation for receiving the transmission of business personnel's client receives mission bit stream by public platform
Task Progress state is assigned for task.
In step S401, Task Progress information is the performance of Task Progress, and Task Progress state is to pass through task
What progress msg was determined, when business personnel's client receives the mission bit stream that public platform is sent, executed according to mission bit stream
Corresponding task obtains the Task Progress information that business personnel's client returns, Task Progress shape is determined according to Task Progress information
State, and Task Progress state is shown in public platform, specifically, business personnel's client receives the mission bit stream that public platform is sent,
Business personnel executes corresponding task according to mission bit stream, obtains the Task Progress information that business personnel's client returns, works as public platform
When receiving the confirmation reception mission bit stream of business personnel's client transmission, Task Progress state is shown in public platform display interface,
For example, showing that task is assigned on public platform display interface.By this step, Task Progress is updated according to task performance
Information, client can real time inspection Task Progress states.
Step S402 shows task when receiving the execution mission bit stream of business personnel's client transmission by public platform
Progress status is during task carries out.
In step S402, when receiving the execution mission bit stream of business personnel's client transmission, according to business personnel client
The Task Progress information for holding the Task Progress information update task returned, Task Progress state is determined according to Task Progress information,
The Task Progress state of task is shown in public platform display interface, specifically, being sent when public platform receives business personnel's client
Confirmation receive mission bit stream when, public platform display interface show task Task Progress state be assigned for task, when
When receiving the execution mission bit stream of business personnel's client transmission, Task Progress state is determined according to Task Progress information, and
Public platform display interface show task Task Progress state be task be assigned with task carry out in.By this step,
Public platform interface display Task Progress information, solves and checks Task Progress at any time by public platform.
Step S403 shows task when receiving the completion mission bit stream of business personnel's client transmission by public platform
Progress status is completed for task.
In step S403, when receiving the task completed information of business personnel's client transmission, believed according to Task Progress
Breath determines that Task Progress state is completed for task, and shows that Task Progress state is completed for task in public platform display interface, needs
It is noted that task distributes, task carry out in, task completion shown successively at public platform interface.By this step,
In public platform interface display Task Progress state, convenient for quickly checking Task Progress.
As a kind of embodiment of the embodiment of the present invention 1, in step S402, when receiving business personnel's client
When the execution mission bit stream of transmission, in showing that Task Progress state carries out for task by the public platform, including：
When receiving the execution mission bit stream that business personnel's client is sent, by the public platform show task into
Degree state is during task carries out, and to show execution status of task, wherein the execution status of task includes：Client's negotiation, client
Information verification, system typing collect premium and system goes out list.
In above-mentioned steps, execution status of task is the specific execution step of Task Progress state, specifically, Task Progress
State is during task carries out, and the specific execution step of Task Progress state includes client's negotiation, customer information verification, system record
Enter, collect premium and system goes out list, when receiving the execution mission bit stream of business personnel's client transmission, is shown in public platform
During interface display Task Progress state carries out for task, and show that the specific tasks under Task Progress state execute state, for example,
Execute completion task distribution after, current task progress enter client consult state, at this point, shown in public platform current task into
Degree state is client's negotiation, after business personnel completes to consult with client, by business personnel's client to system platform feedback states,
State is checked into customer information, at this point, showing that current task progress status is checked for customer information in public platform.
As a kind of embodiment of the embodiment of the present invention 1, in step s 40, obtained by business personnel's client
Task Progress information, and the Task Progress information is sent to the mobile terminal, and shown by the public platform,
Further include：
According to the Task Progress information received, make mark corresponding with the Task Progress information in public platform successively
In highlighted state.
In above-mentioned steps, mark can be round or square button, and Task Progress information is received according to public platform, according to
The secondary Task Progress state that the determination of Task Progress information is highlighted in public platform, for example, be assigned when reception task
Task Progress information, in public platform being assigned corresponding mark with Task Progress is highlighted, when the task that receives carries out
In Task Progress information, in public platform with task carry out in corresponding mark be highlighted, when receive task completion
Task Progress information, mark corresponding with task completion is highlighted in public platform.By this step, highlighted in public platform
The corresponding mark of Task Progress information is shown, convenient for quickly checking Task Progress.
It should be understood that the size of the serial number of each step is not meant that the order of the execution order in above-described embodiment, each process
Execution sequence should be determined by its function and internal logic, the implementation process without coping with the embodiment of the present invention constitutes any limit
It is fixed.
Embodiment 2
Fig. 4 shows to insure the principle frame of task allocation apparatus correspondingly with insurance method for allocating tasks in embodiment 1
Figure.As shown in figure 4, the insurance task allocation apparatus includes insurance products display module 41, acquisition module 42, task allocating module
43 and Task Progress display module 44.Wherein, insurance products display module 41, acquisition module 42, task allocating module 43 and appoint
The realization function of business progress display module 44 step corresponding with method for allocating tasks is insured in embodiment 1 corresponds, to keep away
Exempt to repeat, the present embodiment is not described in detail one by one.
Insurance products display module 41, for showing insurance product type by public platform on the mobile terminal of client.
Acquisition module 42, for obtaining the insurance product type that client selectes and the customer information that client fills in, according to
Customer information determines customer type.
Task allocating module 43, for matching corresponding business personnel according to customer type and insurance product type, to business
Member's client sends mission bit stream, and the information of business personnel is sent to mobile terminal by public platform.
Task Progress display module 44 believes Task Progress for obtaining Task Progress information by business personnel's client
Breath is sent to mobile terminal, and is shown by public platform.
The present invention provides a kind of insurance task allocation apparatus, and corresponding industry is matched according to customer type and insurance product type
Business person sends mission bit stream to business personnel's client, and the information of business personnel is sent to mobile terminal by public platform, realizes
Rapid matching corresponding business personnel improves working efficiency, and Task Progress information is obtained by business personnel's client, by task into
Degree information is sent to mobile terminal, and is shown by public platform, realizes and checks Task Progress information by public platform, improves
Customer experience, avoids customer churn.
As a kind of embodiment of the embodiment of the present invention 2, as shown in figure 5, aobvious for Task Progress in above-described embodiment 2
Show that module 44 includes：
Task is assigned display module 441, for appointing when the confirmation for receiving business personnel's client transmission receives
When information of being engaged in, show that Task Progress state is assigned for task by the public platform.
Display module 442 during task carries out, for when the execution mission bit stream for receiving business personnel's client transmission
When, in being carried out for task by the public platform Task Progress status display, and show execution status of task, wherein described
Business execution state include：Client's negotiation, system typing, collects premium and system goes out list at customer information verification.
Task completes display module 443, for when receiving the completion mission bit stream that business personnel's client is sent,
Task Progress information is updated, is completed for task by the public platform Task Progress status display.
Preferably, Task Progress information is obtained by business personnel's client in Task Progress display module 44, and will
The Task Progress information is sent to the mobile terminal, and is shown by the public platform, further includes：
According to the Task Progress information received, make mark corresponding with the Task Progress information in public platform successively
In highlighted state.
Preferably, customer type is determined according to customer information in acquisition module 42, including：
When finding the customer name and ID card No. in customer information in the database in insurance product type, sentence
It is frequent customer to determine customer type；
When the customer name and ID card No. in customer information are not found in the database in insurance product type,
Judgement customer type is new client.
Preferably, corresponding business personnel is matched according to customer type and insurance product type in task allocating module 43, to
Business personnel's client sends mission bit stream, including：
When customer type is frequent customer, client is matched with the business personnel of existing business relations, to business personnel's client
Customer information is simultaneously sent to business personnel's client by distribution task；
When customer type is new client, the customer address in customer information is obtained, in the database of insurance product type
It is middle that the business personnel nearest apart from customer address is matched according to customer address, it distributes task to business personnel's client and believes client
Breath is sent to business personnel's client.
Embodiment 3
The present embodiment provides a computer readable storage medium, computer journey is stored on the computer readable storage medium
Sequence is realized in embodiment 1 when the computer program is executed by processor and insures method for allocating tasks, to avoid repeating, here not
It repeats again.Alternatively, when the computer program is executed by processor realize embodiment 2 in insurance task allocation apparatus in each module/
The function of unit, to avoid repeating, which is not described herein again.
It is to be appreciated that computer readable storage medium may include：Any reality of computer program code can be carried
Body or device, recording medium, USB flash disk, mobile hard disk, magnetic disc, CD, computer storage, read-only memory (ROM, Read-
Only Memory), random access memory (RAM, Random Access Memory), electric carrier signal and telecommunication signal etc..
Embodiment 4
Fig. 6 is the schematic diagram for the terminal device that one embodiment of the invention provides.As shown in fig. 6, the terminal of the embodiment is set
Standby 60 include：Processor 63, memory 61 and it is stored in the computer journey that can be run in memory 61 and on processor 63
Sequence 62.Processor 63 realizes the step of method for allocating tasks is insured in above-described embodiment 1 when executing computer program 62, such as schemes
Step S10 to S40 shown in 1.Alternatively, processor 63 realizes each mould in above-mentioned each device embodiment when executing computer program 62
The function of block/unit, for example, module 41 to 44 shown in Fig. 4 function.
It is apparent to those skilled in the art that for convenience of description and succinctly, only with above-mentioned each work(
Can unit, module division progress for example, in practical application, can be as needed and by above-mentioned function distribution by different
Functional unit, module are completed, i.e., the internal structure of described device are divided into different functional units or module, more than completion
The all or part of function of description.
Embodiment described above is merely illustrative of the technical solution of the present invention, rather than its limitations；Although with reference to aforementioned reality
Applying example, invention is explained in detail, it will be understood by those of ordinary skill in the art that：It still can be to aforementioned each
Technical solution recorded in embodiment is modified or equivalent replacement of some of the technical features；And these are changed
Or replace, the spirit and scope for various embodiments of the present invention technical solution that it does not separate the essence of the corresponding technical solution should all
It is included within protection scope of the present invention.
Claims (10)
1. a kind of insurance method for allocating tasks, which is characterized in that the insurance method for allocating tasks includes：
Insurance product type is shown by public platform on the mobile terminal of client；
The insurance product type that client selectes and the customer information that client fills in are obtained, client is determined according to the customer information
Type；
Corresponding business personnel is matched according to the customer type and the insurance product type, task is sent to business personnel's client
Information, and the information of the business personnel is sent to the mobile terminal by public platform；
Task Progress information is obtained by business personnel's client, the Task Progress information is sent to described mobile whole
End, and shown by the public platform.
2. insurance method for allocating tasks as described in claim 1, which is characterized in that determine customer class according to the customer information
Type, including：
When finding customer name and ID card No. in the customer information in the database in the insurance product type
When, judge the customer type for frequent customer；
When customer name and identification card number in the customer information are not found in the database in the insurance product type
When code, judge that the customer type is new client.
3. method for allocating tasks as claimed in claim 2, which is characterized in that according to the customer type and the insurance products
The corresponding business personnel of type matching sends mission bit stream to business personnel's client, including：
When the customer type is frequent customer, client is matched with the business personnel of existing business relations, to business personnel's client
The customer information is simultaneously sent to business personnel's client by distribution task；
When the customer type is new client, the customer address in the customer information is obtained, in the insurance product type
Database in the business personnel nearest apart from customer address is matched according to the customer address, to business personnel's client distribution appoint
It is engaged in and the customer information is sent to business personnel's client.
4. insurance method for allocating tasks as described in claim 1, which is characterized in that obtained and appointed by business personnel's client
Business progress msg, and the Task Progress information is sent to the mobile terminal, and shown by the public platform, it wraps
It includes：
When receiving the confirmation that business personnel's client is sent and receiving mission bit stream, by the public platform show task into
Degree state is assigned for task；
When receiving the execution mission bit stream that business personnel's client is sent, Task Progress shape is shown by the public platform
State is during task carries out；
When receiving the completion mission bit stream that business personnel's client is sent, Task Progress shape is shown by the public platform
State is completed for task.
5. insurance method for allocating tasks as claimed in claim 4, which is characterized in that sent out when receiving business personnel's client
When the execution mission bit stream sent, in showing that Task Progress state carries out for task by the public platform, including：
When receiving the execution mission bit stream that business personnel's client is sent, Task Progress shape is shown by the public platform
State is during task carries out, and to show execution status of task, wherein the execution status of task includes：Client's negotiation, customer information
Verification, system typing collect premium and system goes out list.
6. insurance method for allocating tasks as claimed in claim 4, which is characterized in that obtained and appointed by business personnel's client
Business progress msg, and the Task Progress information is sent to the mobile terminal, and shown by the public platform, also
Including：
According to the Task Progress information received, successively it is in public platform mark corresponding with the Task Progress information
Highlighted state.
7. a kind of insurance task allocation apparatus, which is characterized in that the insurance task allocation apparatus includes：
Insurance products display module, for showing insurance product type by public platform on the mobile terminal of client；
Acquisition module, for obtaining the insurance product type that client selectes and the customer information that client fills in, according to the visitor
Family information determines customer type；
Task allocating module, for matching corresponding business personnel, Xiang Ye according to the customer type and the insurance product type
Business person's client sends mission bit stream, and the information of the business personnel is sent to the mobile terminal by public platform；
Task Progress display module, for obtaining Task Progress information by business personnel's client, by the Task Progress
Information is sent to the mobile terminal, and is shown by the public platform.
8. insurance task allocation apparatus as claimed in claim 7, which is characterized in that Task Progress display module includes：
Task is assigned display module, for receiving mission bit stream when the confirmation for receiving business personnel's client transmission
When, show that Task Progress state is assigned for task by the public platform；
Display module during task carries out, for when receiving the execution mission bit stream that business personnel's client is sent, passing through
During the public platform shows that Task Progress state carries out for task, and show execution status of task, wherein the task execution shape
State includes：Client's negotiation, system typing, collects premium and system goes out list at customer information verification；
Task completes display module, for when receiving the completion mission bit stream that business personnel's client is sent, passing through institute
It states public platform and shows that Task Progress state is completed for task.
9. a kind of terminal device, including memory, processor and it is stored in the memory and can be on the processor
The computer program of operation, which is characterized in that the processor realizes such as claim 1 to 6 when executing the computer program
The step of any one the method.
10. a kind of computer readable storage medium, the computer-readable recording medium storage has computer program, feature to exist
In when the computer program is executed by processor the step of any one of such as claim 1 to 6 of realization the method.
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| Application Number | Priority Date | Filing Date | Title |
|---|---|---|---|
| CN201810201202.0A CN108564251B (en) | 2018-03-12 | 2018-03-12 | Insurance task allocation method, device, equipment and storage medium |
Applications Claiming Priority (1)
| Application Number | Priority Date | Filing Date | Title |
|---|---|---|---|
| CN201810201202.0A CN108564251B (en) | 2018-03-12 | 2018-03-12 | Insurance task allocation method, device, equipment and storage medium |
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| CN108564251B CN108564251B (en) | 2021-07-23 |
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| CN201810201202.0A Active CN108564251B (en) | 2018-03-12 | 2018-03-12 | Insurance task allocation method, device, equipment and storage medium |
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| CN109460732A (en) * | 2018-11-05 | 2019-03-12 | 泰康保险集团股份有限公司 | Information processing method of insuring, device and readable storage medium storing program for executing based on image recognition |
| CN109544206A (en) * | 2018-10-16 | 2019-03-29 | 平安国际融资租赁有限公司 | Business opportunity processing method, device, computer equipment and storage medium |
| CN109767345A (en) * | 2018-12-15 | 2019-05-17 | 深圳壹账通智能科技有限公司 | Products Show method, apparatus, equipment and storage medium based on information matches |
| CN110009182A (en) * | 2019-01-28 | 2019-07-12 | 广州大学 | A kind of law court's case automation division method and system |
| CN110136000A (en) * | 2019-01-10 | 2019-08-16 | 上海蓝鹿信息科技有限公司 | A kind of safety network selling system |
| CN110135792A (en) * | 2019-01-10 | 2019-08-16 | 上海蓝鹿信息科技有限公司 | A kind of insurance network sale management system |
| CN110322358A (en) * | 2019-06-05 | 2019-10-11 | 上海易点时空网络有限公司 | Insurance kind recommended method and device |
| CN110490651A (en) * | 2019-08-14 | 2019-11-22 | 平安科技（深圳）有限公司 | Information-pushing method, device, equipment and computer readable storage medium |
| CN110659413A (en) * | 2019-09-02 | 2020-01-07 | 平安普惠企业管理有限公司 | Account number association method and device between user and salesman, electronic equipment and medium |
| CN112053248A (en) * | 2020-08-31 | 2020-12-08 | 深圳麦亚信科技股份有限公司 | Insurance exhibition system |
| CN112712407A (en) * | 2020-12-25 | 2021-04-27 | 云汉芯城（上海）互联网科技股份有限公司 | Method, device, storage medium and equipment for guiding new customers |
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| CN109544206A (en) * | 2018-10-16 | 2019-03-29 | 平安国际融资租赁有限公司 | Business opportunity processing method, device, computer equipment and storage medium |
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| CN110490651B (en) * | 2019-08-14 | 2023-11-14 | 平安科技（深圳）有限公司 | Information pushing method, device, equipment and computer readable storage medium |
| CN110659413A (en) * | 2019-09-02 | 2020-01-07 | 平安普惠企业管理有限公司 | Account number association method and device between user and salesman, electronic equipment and medium |
| CN112053248A (en) * | 2020-08-31 | 2020-12-08 | 深圳麦亚信科技股份有限公司 | Insurance exhibition system |
| CN112712407A (en) * | 2020-12-25 | 2021-04-27 | 云汉芯城（上海）互联网科技股份有限公司 | Method, device, storage medium and equipment for guiding new customers |
| CN112989021A (en) * | 2021-03-05 | 2021-06-18 | 上海明略人工智能(集团)有限公司 | Method, device and equipment for judging violation of counselor |
| CN112989021B (en) * | 2021-03-05 | 2024-02-09 | 上海明略人工智能(集团)有限公司 | Method, device and equipment for advisor behavior violation determination |
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