CN108564251B - Insurance task allocation method, device, equipment and storage medium - Google Patents
Insurance task allocation method, device, equipment and storage medium Download PDFInfo
- Publication number
- CN108564251B CN108564251B CN201810201202.0A CN201810201202A CN108564251B CN 108564251 B CN108564251 B CN 108564251B CN 201810201202 A CN201810201202 A CN 201810201202A CN 108564251 B CN108564251 B CN 108564251B
- Authority
- CN
- China
- Prior art keywords
- client
- task
- information
- insurance
- salesman
- Prior art date
- Legal status (The legal status is an assumption and is not a legal conclusion. Google has not performed a legal analysis and makes no representation as to the accuracy of the status listed.)
- Active
Links
Images
Classifications
-
- G—PHYSICS
- G06—COMPUTING; CALCULATING OR COUNTING
- 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
- G06Q10/00—Administration; Management
- G06Q10/06—Resources, workflows, human or project management; Enterprise or organisation planning; Enterprise or organisation modelling
- 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
-
- G—PHYSICS
- G06—COMPUTING; CALCULATING OR COUNTING
- 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
- G06Q10/00—Administration; Management
- G06Q10/10—Office automation; Time management
-
- G—PHYSICS
- G06—COMPUTING; CALCULATING OR COUNTING
- 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
- G06Q40/00—Finance; Insurance; Tax strategies; Processing of corporate or income taxes
- G06Q40/08—Insurance
Landscapes
- Business, Economics & Management (AREA)
- Engineering & Computer Science (AREA)
- Human Resources & Organizations (AREA)
- Strategic Management (AREA)
- Entrepreneurship & Innovation (AREA)
- Economics (AREA)
- Physics & Mathematics (AREA)
- Theoretical Computer Science (AREA)
- Marketing (AREA)
- General Physics & Mathematics (AREA)
- General Business, Economics & Management (AREA)
- Tourism & Hospitality (AREA)
- Quality & Reliability (AREA)
- Operations Research (AREA)
- Accounting & Taxation (AREA)
- Finance (AREA)
- Development Economics (AREA)
- Educational Administration (AREA)
- Data Mining & Analysis (AREA)
- Technology Law (AREA)
- Game Theory and Decision Science (AREA)
- Financial Or Insurance-Related Operations Such As Payment And Settlement (AREA)
Abstract
The invention is applicable to the technical field of sales service platforms, and particularly relates to an insurance task allocation method, device, equipment and storage medium. The insurance task allocation method comprises the following steps: displaying the insurance product type on the mobile terminal of the client through the public number; acquiring the type of an insurance product selected by a customer and customer information filled by the customer, and determining the type of the customer according to the customer information; matching corresponding salesmen according to the client type and the insurance product type, sending task information to a salesmen client, and sending the information of the salesmen to the mobile terminal through a public number; and acquiring task progress information through the salesman client, sending the task progress information to the mobile terminal, and displaying the task progress information through the public number. According to the technical scheme, the method and the system can be used for quickly matching the salesman, displaying the task progress state through the public number, quickly checking the task progress information, improving the working efficiency and enhancing the customer experience.
Description
Technical Field
The invention belongs to the technical field of sales service platforms, and particularly relates to an insurance task allocation method, device, equipment and storage medium.
Background
At present, when business personnel transact business with a client, the business personnel know that the client has requirements for other businesses, because the business personnel are unfamiliar with other businesses and contact ways of other business personnel are not clear, the client loss is caused, the client experience is reduced, and after a public number is recommended to the client, the client cannot check progress information for handling the business through the public number.
Disclosure of Invention
The invention aims to provide an insurance task allocation method, an insurance task allocation device, insurance task allocation equipment and an insurance task allocation storage medium, which can realize quick matching of business personnel through public numbers, can display task progress information, improve working efficiency and enhance customer experience.
The present invention is achieved in this way, and a first aspect of the present invention provides an insurance task allocation method, including:
displaying the insurance product type on the mobile terminal of the client through the public number;
acquiring the type of an insurance product selected by a customer and customer information filled by the customer, and determining the type of the customer according to the customer information;
matching corresponding salesmen according to the client type and the insurance product type, sending task information to a salesmen client, and sending the information of the salesmen to the mobile terminal through a public number;
and acquiring task progress information through the salesman client, sending the task progress information to the mobile terminal, and displaying the task progress information through the public number.
A second aspect of the present invention provides an insurance task assigning apparatus including:
the insurance product display module is used for displaying the type of the insurance product on the mobile terminal of the client through the public number;
the acquisition module is used for acquiring the type of the insurance product selected by the client and the client information filled by the client and determining the type of the client according to the client information;
the task allocation module is used for matching a corresponding salesman according to the client type and the insurance product type, sending task information to a salesman client, and sending the information of the salesman to the mobile terminal through a public number;
and the task progress display module is used for acquiring task progress information through the salesman client, sending the task progress information to the mobile terminal and displaying the task progress information through the public number.
A third aspect of the present invention provides a terminal device comprising a memory, a processor and a computer program stored in the memory and executable on the processor, the processor implementing the steps of the method according to the first aspect of the present invention when executing the computer program.
A fourth aspect of the invention provides a computer readable storage medium having stored thereon a computer program which, when executed by a processor, performs the steps of the method according to the first aspect of the invention.
The invention provides an insurance task allocation method, an insurance task allocation device, insurance task allocation equipment and a storage medium, wherein corresponding salesmen are matched according to client types and insurance product types, task information is sent to a salesmen client, and information of the salesmen is sent to a mobile terminal through a public number, so that the corresponding salesmen can be matched quickly, the working efficiency is improved, the task progress information is obtained through the salesmen client, the task progress information is sent to the mobile terminal and is displayed through the public number, the task progress information can be checked through the public number, the client experience is improved, and the client loss is avoided.
Drawings
In order to more clearly illustrate the technical solutions in the embodiments of the present invention, the drawings needed to be used in the embodiments or the prior art descriptions will be briefly described below, and it is obvious that the drawings in the following description are only some embodiments of the present invention, and it is obvious for those skilled in the art to obtain other drawings based on these drawings without inventive exercise.
Fig. 1 is a flowchart of an insurance task assignment method according to embodiment 1 of the present invention;
fig. 2 is a detailed flowchart of step S30 of an insurance task assignment method according to embodiment 1 of the present invention;
fig. 3 is a detailed flowchart of step S40 of an insurance task assignment method according to embodiment 1 of the present invention;
fig. 4 is a schematic structural diagram of an insurance task assigning apparatus according to embodiment 2 of the present invention;
fig. 5 is a schematic structural diagram of a task progress display module of an insurance task assignment device according to embodiment 2 of the present invention;
fig. 6 is a schematic structural diagram of a terminal device provided in embodiment 4 of the present invention.
Detailed Description
In order to make the objects, technical solutions and advantages of the present invention more apparent, the present invention is described in further detail below with reference to the accompanying drawings and embodiments. It should be understood that the specific embodiments described herein are merely illustrative of the invention and are not intended to limit the invention.
In order to explain the technical means of the present invention, the following description will be given by way of specific examples.
Example 1
An embodiment 1 of the present invention provides an insurance task allocation method, where an execution subject of the insurance task allocation method is a public number system platform, and as shown in fig. 1, the insurance task allocation method includes:
step S10, the insurance product type is displayed by the public number on the client' S mobile terminal.
In step S10, the insurance product types may include various insurance products such as car insurance products and life insurance products, the public number system platform displays various insurance products on the public number, including related introductions of the insurance products, when the business personnel and the customer perform business transactions and learn that the customer has a need to purchase the insurance business, the public number is recommended to the customer, and the customer knows the insurance products through the public number on the mobile terminal and selects the insurance products to be purchased. Through the steps, the client can select the insurance product type through the public number, and the client experience is improved.
And step S20, acquiring the type of the insurance product selected by the client and the client information filled by the client, and determining the type of the client according to the client information.
In step S20, the client obtains the public number through the mobile terminal, and prompts the client to fill in the client information after determining the insurance product type by selecting the insurance product type on the public number, wherein the client information refers to the personal basic information of the client, such as client name, client identification number, client address information, etc., the public number system platform identifies client types according to the client information, the client types comprise old clients and new clients, the old clients refer to clients who have transacted related insurance services, the new clients refer to clients who have not transacted insurance services, the client type can be identified by querying the client information data stored in the database for transacted business, specifically, the client enters a public number, one of insurance product types is selected, such as car insurance, fills in personal basic information, and the public number automatically identifies the type of the client according to the basic information filled in by the client. Through the steps, the client type is determined according to the insurance product type selected by the client and the filled client information.
And step S30, matching corresponding salesmen according to the client type and the insurance product type, sending task information to the salesmen client, and sending the information of the salesmen to the mobile terminal through the public number.
In step S30, the customer type is identified by searching the database according to the customer information filled by the customer, the insurance product type is selected by the customer from the public numbers on the mobile terminal, such as car insurance, life insurance, trust service, and the like, and the matching of the corresponding salesman is to select the salesman database corresponding to the type according to the insurance product type, and then match the appropriate salesman in the selected salesman database according to the customer type. Specifically, if the client information of the client is inquired in the public number system platform, the client type of the client is judged to be an old client, and a salesman who has served the client is preferentially allocated. For example, when the insurance product type selected by the customer is car insurance, customer information is filled in, the public number searches relevant information of car insurance purchased by the customer on a public number platform in the public number through the filled customer information, the customer is an old customer, basic information of a car insurance salesman which is preferentially allocated to the customer and has served the customer once is sent to a mobile terminal of the customer, and the customer acquires contact with the salesman to know corresponding product information by checking the salesman basic information or directly checks the salesman information through the public number. Specifically, the client information of the client is not found in a public number system platform, the client type of the client is judged to be a new client, wherein the public number system comprises a salesman service quality ranking table, the salesman service quality ranking table is called according to the quota of the historical purchase record of the new client in the public number platform, the salesman service quality ranking table is screened out, the salesman with corresponding service quality is screened out, and the basic information of the salesman is sent to the client, specifically, service data parameters in a background database of the public number platform are obtained, different grades of service quality ranking tables are established according to the service data parameters, corresponding relations between the different grades of service quality ranking tables and the quota are established, wherein the service data parameters comprise salesman sales plan completion rate, sales volume increase rate, sales price retention rate, new client development rate and old client retention rate, a final score is obtained according to the index and the preset percentage, for example, each index accounts for 20%, the grade is assigned according to the final score, the service quality ranking table displays the basic information of the operator, the grade of the service quality table, the grade of the service quality ranking table and the like, further, the operator of the corresponding service quality ranking table is matched according to the guarantee amount of the new customer in the historical purchase record of the public platform, the matched operator with high service quality in the high ranking is higher when the guarantee amount of the new customer in the historical purchase record of the public platform is larger, the operator corresponding to the first ranking in the first ranking service ranking table is recommended when the guarantee amount of the new customer in the historical purchase record exceeds a first preset amount, such as one million, the operator corresponding to the first ranking in the first ranking service ranking table is recommended when the guarantee amount in the historical record is less than or equal to the first amount and greater than a second amount, such as less than or equal to one million and greater than one hundred thousand, the operator corresponding to the second ranking in the service quality ranking table is recommended, and recommending a salesman corresponding to the third grade in the service quality ranking table when the premium in the historical record is less than or equal to the third amount of money, sending the basic information of the matched salesman to a mobile terminal of the client, wherein the client obtains contact with the salesman to know corresponding product information or directly checks the salesman information through a public number.
And step S40, acquiring task progress information through the client of the service staff, sending the task progress information to the mobile terminal, and displaying the task progress information through the public number.
In step S40, the task progress information is the progress status of task completion sent by the client of the service staff, for example, the task progress status includes distribution, in progress, completion, etc., the service staff receives the task information sent by the public number through the client and completes the corresponding task, sends the progress of task completion to the public number, the public number obtains the progress of task completion sent by the service staff, updates the task progress information according to the progress of task completion, and displays the task progress information on the public number, specifically, the service staff completes the task in the task information and sends the progress of task completion to the public number, for example, the service staff receives the task information sent by the public number through the client, receives the distributed task, sends the progress of task completion to the public number, and the public number sends the task progress information to the mobile terminal, so that the client can know the current task condition, and updating the task progress information according to the task completion progress and displaying the task progress information on the public number, so that recommended business personnel or clients can conveniently inquire the current task progress information. Through the steps, the task progress information is displayed through the public number, and is sent to the mobile terminal of the client, so that the client experience is improved.
The invention provides an insurance task allocation method, which is characterized in that corresponding salesmen are matched according to client types and insurance product types, task information is sent to a salesmen client, and the information of the salesmen is sent to a mobile terminal through a public number, so that the corresponding salesmen can be quickly matched, the working efficiency is improved, the task progress information is obtained through the salesmen client, the task progress information is sent to the mobile terminal, and is displayed through the public number, the task progress information can be checked through the public number, the client experience is improved, and the client loss is avoided.
As an implementation manner of embodiment 1 of the present invention, the determining, in step S20, a client type according to the client information includes:
when the client name and the identity card number in the client information are found in the database of the insurance product type, judging that the client type is an old client;
and when the client name and the identity card number in the client information are not found in the database of the insurance product type, judging the client type as a new client.
In the above step, the database is a storage unit for storing historical customer information by the public number system platform, when the historical customer information is found in the database of the insurance product type selected by the customer through the customer name and the identification number in the customer information, the customer type of the customer is judged to be an old customer, specifically, when the customer fills the customer information, the public number finds that the customer finds the historical customer information in the database of the insurance product type selected by the customer through the customer name and the identification number in the customer information, the old customer is judged, the finding condition includes the identification number to avoid finding the customer with the same name and the same surname, for example, when the insurance product type sent by the customer is a car insurance, the car insurance database in the public number is inquired whether the historical customer information exists, when the historical customer information is found, and judging the client type of the client as an old client, and judging the client type of the client as a new client when historical client information is not inquired. The method avoids the problem that when a customer has a life insurance record, the life insurance businessman is matched, but the life insurance businessman cannot know the specific details of the car insurance, so that the customer experience is low.
As an implementation manner of embodiment 1 of the present invention, as shown in fig. 2, in step S30, matching a corresponding salesperson according to the client type and the insurance product type, and sending task information to the salesperson client includes:
step S301, when the client type is an old client, matching the client with an operator with an existing service relationship, allocating tasks to the operator client and sending the client information to the operator client.
In step S301, the assigning task is to point to the employee client to send task information, for example, to get contact with the client and introduce insurance product information, etc., and history client information is found in the database of the insurance product type selected by the client, so that the client type of the client is an old client, and an employee having a business relationship with the client is displayed, and task information is sent to the employee client, and a task of conducting an insurance product negotiation with the client is assigned to the employee, and the client information is sent to the employee client, and the client information includes an intention insurance product, a client name, a contact manner, a contact address, etc., and the employee receives the task information and the client information through the client, and executes a corresponding task according to the task information. Specifically, when the insurance product type selected by the customer is the car insurance, the historical customer information is searched in the car insurance database, the customer type of the customer is the old customer, a salesman having a business relationship with the customer is displayed, a task is distributed to the salesman, the customer information is sent to the salesman client, and the salesman is contacted with the customer through the customer information to introduce the insurance product information and the like. As an implementation mode, when the customer information is found in the database and the fact that the salesman who has business relationship with the customer does not have internal contact in the database is detected, the customer is determined as a new customer. Through the steps, the matching of the client with the old client type and the salesman with the existing business relation is realized, and the task is distributed to the salesman, so that the ordering probability is improved, and the client experience is enhanced.
Step S302, when the client type is a new client, the client address in the client information is obtained, the salesman closest to the client address is matched in the database of the insurance product type according to the client address, the task is distributed to the salesman client side, and the client information is sent to the salesman client side.
In the step S302, when the historical customer information is not found in the database of the insurance product type selected by the customer, the customer type of the customer is a new customer, the customer address is obtained according to the customer information filled by the customer, and the employee closest to the customer address is matched in the database of the insurance product type selected by the customer, so as to facilitate the door-to-door service or the order placing operation. Through the steps, the client with the client type as the new client is matched with the salesman closest to the client address, and the task is distributed to the salesman, so that the order placing probability is improved, and the client experience is enhanced.
As an implementation manner of embodiment 1 of the present invention, as shown in fig. 3, in step S40, acquiring task progress information by a salesman client, sending the task progress information to a mobile terminal, and displaying the task progress information by a public number, includes:
and step S401, when receiving the information of confirming the task receiving sent by the client of the service staff, displaying the task progress state through the public number to finish the task distribution.
In step S401, the task progress information is a task progress completion condition, the task progress status is determined according to the task progress information, when the salesman client receives the task information sent by the public number, the corresponding task is executed according to the task information, the task progress information returned by the salesman client is obtained, the task progress status is determined according to the task progress information, and the task progress status is displayed in the public number. Through the steps, the task progress information is updated according to the task completion condition, and the client can check the task progress state in real time.
And step S402, when receiving the task execution information sent by the client of the service staff, displaying the task progress state as the task in progress through the public number.
In step S402, when receiving the information of executing the task sent by the service person client, updating the task progress information of the task according to the task progress information returned by the service person client, determining the task progress state according to the task progress information, and displaying the task progress state of the task on the public number display interface. Through the steps, the task progress information is displayed on the public number interface, and the task progress can be checked at any time through the public number.
And step S403, displaying the task progress state as task completion through the public number when receiving the task completion information sent by the client of the service staff.
In step S403, when receiving task completion information sent by the salesman client, determining that the task progress status is task completion according to the task progress information, and displaying the task progress status as task completion on the public number display interface, where it is to be noted that task allocation is completed, task in progress, and task completion is sequentially displayed on the public number interface. Through the steps, the task progress state is displayed on the public interface, and the task progress can be conveniently and quickly checked.
As an implementation manner of embodiment 1 of the present invention, in step S402, when receiving task execution information sent by the salesperson client, displaying a task progress status as a task in progress through the public number includes:
when receiving task execution information sent by the salesman client, displaying a task progress state as a task in progress through the public number, and displaying a task execution state, wherein the task execution state comprises: client negotiation, client information checking, system entry, premium collection and system billing.
In the above steps, the task execution state is a specific execution step of the task progress state, specifically, the task progress state is in progress, the specific execution step of the task progress state comprises client negotiation, client information checking, system entry, premium collection and system bill discharge, when receiving the task execution information sent by the client of the salesman, displaying the task progress state as the task in progress on the public number display interface, displaying the specific task execution state in the task progress state, after performing a completed task assignment, for example, the current task progress enters a client negotiation state, at which point, displaying the current task progress state as the client negotiation on the public number, after the salesman finishes the negotiation with the client, and feeding back the state to the system platform through the client of the service staff, entering a client information checking state, and displaying the current task progress state on a public number as client information checking.
As an implementation manner of embodiment 1 of the present invention, in step S40, the method for acquiring task progress information by the salesperson client, sending the task progress information to the mobile terminal, and displaying the task progress information by the public number further includes:
and according to the received task progress information, sequentially enabling the mark corresponding to the task progress information to be in a highlight state on the public number.
In the above step, the mark may be a circular or square button, and the task progress status determined by the task progress information is highlighted on the public number in sequence according to the task progress information received by the public number, for example, when the task progress information of task distribution completion is received, the mark corresponding to the task progress distribution completion on the public number is highlighted, when the task progress information in progress of the task is received, the mark corresponding to the task progress in progress on the public number is highlighted, and when the task progress information of task completion is received, the mark corresponding to the task completion on the public number is highlighted. Through the steps, the mark corresponding to the task progress information is highlighted on the public number, so that the task progress can be conveniently and quickly checked.
It should be understood that, the sequence numbers of the steps in the foregoing embodiments do not imply an execution sequence, and the execution sequence of each process should be determined by its function and inherent logic, and should not constitute any limitation to the implementation process of the embodiments of the present invention.
Example 2
Fig. 4 is a schematic block diagram of an insurance task assigning apparatus corresponding to the insurance task assigning method according to embodiment 1. As shown in fig. 4, the insurance task assigning apparatus includes an insurance product display module 41, an acquisition module 42, a task assigning module 43, and a task progress display module 44. The implementation functions of the insurance product display module 41, the acquisition module 42, the task allocation module 43, and the task progress display module 44 correspond to the steps corresponding to the insurance task allocation method in embodiment 1 one to one, and for avoiding repeated descriptions, detailed descriptions are not needed in this embodiment.
And an insurance product display module 41 for displaying the type of insurance product through the public number on the client's mobile terminal.
And the acquisition module 42 is used for acquiring the type of the insurance product selected by the client and the client information filled by the client, and determining the type of the client according to the client information.
And the task allocation module 43 is used for matching corresponding salesmen according to the client type and the insurance product type, sending task information to the salesmen client, and sending the information of the salesmen to the mobile terminal through the public number.
And the task progress display module 44 is used for acquiring task progress information through the client of the salesman, sending the task progress information to the mobile terminal, and displaying the task progress information through the public number.
The invention provides an insurance task allocation device, which is used for matching corresponding salesmen according to a client type and an insurance product type, sending task information to a salesmen client, and sending the information of the salesmen to a mobile terminal through a public number, so that the corresponding salesmen can be quickly matched, the working efficiency is improved, the task progress information is obtained through the salesmen client, sent to the mobile terminal and displayed through the public number, the task progress information can be checked through the public number, the client experience is improved, and the client loss is avoided.
As an implementation manner of embodiment 2 of the present invention, as shown in fig. 5, the task progress display module 44 in embodiment 2 includes:
and the task allocation completion display module 441 is used for displaying the task progress state through the public number to complete the task allocation when receiving the information of confirming the task reception sent by the salesman client.
A task in-progress display module 442, configured to, when receiving task execution information sent by the salesman client, display a task in-progress state through the public account task progress state, and display a task execution state, where the task execution state includes: client negotiation, client information checking, system entry, premium collection and system billing.
And a task completion display module 443, configured to update task progress information when receiving task completion information sent by the salesman client, and display a task completion status through the public account task progress status.
Preferably, the task progress display module 44 obtains task progress information through the salesman client, sends the task progress information to the mobile terminal, and displays the task progress information through the public number, and further includes:
and according to the received task progress information, sequentially enabling the mark corresponding to the task progress information to be in a highlight state on the public number.
Preferably, the determining the client type according to the client information in the obtaining module 42 includes:
when the client name and the identity card number in the client information are found in the database of the insurance product type, judging that the client type is an old client;
and when the client name and the identity card number in the client information are not found in the database of the insurance product type, judging the client type as a new client.
Preferably, the task allocation module 43 matches a corresponding salesman according to the client type and the insurance product type, and sends task information to the salesman client, including:
when the client type is an old client, matching the client with a salesman with an existing business relationship, allocating tasks to the salesman client and sending client information to the salesman client;
and when the client type is a new client, acquiring a client address in the client information, matching an operator closest to the client address in the database of the insurance product type according to the client address, allocating a task to the operator client and sending the client information to the operator client.
Example 3
This embodiment provides a computer-readable storage medium, where a computer program is stored on the computer-readable storage medium, and when the computer program is executed by a processor, the method for allocating a security task in embodiment 1 is implemented, and details are not described here to avoid repetition. Alternatively, the computer program, when executed by the processor, implements the functions of each module/unit in the insurance task distribution apparatus in embodiment 2, and is not described herein again to avoid repetition.
It is to be understood that the computer-readable storage medium may include: any entity or device capable of carrying computer program code, recording medium, U.S. disk, removable hard disk, magnetic disk, optical disk, computer Memory, Read-Only Memory (ROM), Random Access Memory (RAM), electrical carrier wave signals, telecommunications signals, and the like.
Example 4
Fig. 6 is a schematic diagram of a terminal device according to an embodiment of the present invention. As shown in fig. 6, the terminal device 60 of this embodiment includes: a processor 63, a memory 61, and a computer program 62 stored in the memory 61 and executable on the processor 63. The steps of the insurance task assignment method in embodiment 1 described above, such as steps S10 to S40 shown in fig. 1, are implemented when the processor 63 executes the computer program 62. Alternatively, the processor 63, when executing the computer program 62, implements the functions of the various modules/units in the above-described apparatus embodiments, such as the functions of the modules 41 to 44 shown in fig. 4.
It will be apparent to those skilled in the art that, for convenience and brevity of description, only the above-mentioned division of the functional units and modules is illustrated, and in practical applications, the above-mentioned function distribution may be performed by different functional units and modules according to needs, that is, the internal structure of the apparatus is divided into different functional units or modules to perform all or part of the above-mentioned functions.
The above-mentioned embodiments are only used for illustrating the technical solutions of the present invention, and not for limiting the same; although the present invention has been described in detail with reference to the foregoing embodiments, it will be understood by those of ordinary skill in the art that: the technical solutions described in the foregoing embodiments may still be modified, or some technical features may be equivalently replaced; such modifications and substitutions do not substantially depart from the spirit and scope of the embodiments of the present invention, and are intended to be included within the scope of the present invention.
Claims (8)
1. An insurance task allocation method, characterized in that the insurance task allocation method comprises:
displaying the insurance product type on the mobile terminal of the client through the public number;
acquiring the type of insurance products selected by a customer and customer information filled by the customer, and acquiring the type of the customer determined by a public number system platform according to the type of the insurance products selected by the customer and the customer information; the client information is that a client obtains a public number through a mobile terminal, selects an insurance product type on the public number, and fills in the insurance product type after determining the insurance product type; the client types comprise old clients and new clients, wherein the old clients refer to clients who have transacted related insurance services once, and the new clients refer to clients who have not transacted related insurance services; the related insurance business refers to the insurance business with the same type as the insurance product selected by the client;
matching corresponding salesmen according to the client type and the insurance product type, sending task information to a salesmen client, and sending the information of the salesmen to the mobile terminal through a public number; the matching the corresponding salesman comprises: selecting a salesman database corresponding to the insurance product type according to the insurance product type, and matching proper salesmen in the selected salesman database according to the client type;
acquiring task progress information through the salesman client, sending the task progress information to the mobile terminal, and displaying the task progress information through the public number;
determining a customer type based on the customer information, comprising:
when the client name and the identity card number in the client information are searched in the database of the insurance product type, judging that the client type is an old client, and preferentially distributing a salesman who has served the client to the old client;
when the client name and the identity card number in the client information are not found in the database of the insurance product type, judging that the client type is a new client; calling a salesman service quality ranking table, matching salesmen with corresponding service quality grades according to the guarantee of a new client in the historical purchase record of the public number platform, and sending the basic information of the matched salesmen to the mobile terminal of the client; the corresponding relation between the ranking list of the quality of service of different grades and the quota is established according to the service data parameters, wherein the service data parameters comprise the following indexes: and calculating a final score according to the index and a preset percentage by using the sales plan completion rate, the sales increase rate, the sales price retention rate, the new customer development rate and the old customer retention rate of the salesman.
2. The insurance task allocation method according to claim 1, wherein acquiring task progress information through the salesman client, sending the task progress information to the mobile terminal, and displaying through the public number, comprises:
when receiving information of confirming to receive the task sent by the client of the service staff, displaying the task progress state through the public number to finish task distribution;
when receiving task execution information sent by the salesman client, displaying the task progress state as the task in progress through the public number;
and when receiving the task completion information sent by the client of the salesman, displaying the task progress state as task completion through the public number.
3. The insurance task allocation method of claim 2, wherein displaying the task progress status as task in progress through the public number when receiving the task execution information sent by the salesman client, comprises:
when receiving task execution information sent by the salesman client, displaying a task progress state as a task in progress through the public number, and displaying a task execution state, wherein the task execution state comprises: client negotiation, client information checking, system entry, premium collection and system billing.
4. The insurance task allocation method according to claim 2, wherein task progress information is acquired by the salesman client, sent to the mobile terminal, and displayed by the public number, further comprising:
and according to the received task progress information, sequentially enabling the mark corresponding to the task progress information to be in a highlight state on the public number.
5. An insurance task assigning apparatus, characterized by comprising:
the insurance product display module is used for displaying the type of the insurance product on the mobile terminal of the client through the public number;
the system comprises an acquisition module, a storage module and a display module, wherein the acquisition module is used for acquiring the type of the insurance product selected by a client and the client information filled by the client, and acquiring the client type determined by a public number system platform according to the type of the insurance product selected by the client and the client information; the client information is that a client obtains a public number through a mobile terminal, selects an insurance product type on the public number, and fills in the insurance product type after determining the insurance product type; the client types comprise old clients and new clients, wherein the old clients refer to clients who have transacted related insurance services once, and the new clients refer to clients who have not transacted related insurance services; the related insurance business refers to the insurance business with the same type as the insurance product selected by the client;
the task allocation module is used for matching a corresponding salesman according to the client type and the insurance product type, sending task information to a salesman client, and sending the information of the salesman to the mobile terminal through a public number; the matching the corresponding salesman comprises: selecting a salesman database corresponding to the insurance product type according to the insurance product type, and matching proper salesmen in the selected salesman database according to the client type;
the task progress display module is used for acquiring task progress information through the salesman client, sending the task progress information to the mobile terminal and displaying the task progress information through the public number;
the obtaining module determines the client type according to the client information, and the method comprises the following steps:
when the client name and the identity card number in the client information are found in the database of the insurance product type, judging that the client type is an old client; preferentially distributing a salesman who has served the old customer;
when the client name and the identity card number in the client information are not found in the database of the insurance product type, judging the client type as a new client; calling a salesman service quality ranking table, matching salesmen with corresponding service quality grades according to the guarantee of a new client in the historical purchase record of the public number platform, and sending the basic information of the matched salesmen to the mobile terminal of the client; the corresponding relation between the ranking list of the quality of service of different grades and the quota is established according to the service data parameters, wherein the service data parameters comprise the following indexes: and calculating a final score according to the index and a preset percentage by using the sales plan completion rate, the sales increase rate, the sales price retention rate, the new customer development rate and the old customer retention rate of the salesman.
6. An insurance task assigning apparatus according to claim 5, wherein the task progress display module includes:
the task allocation completion display module is used for displaying the task progress state through the public number to complete the task allocation when receiving the information of confirming the task reception sent by the client of the service staff;
and the task in-progress display module is used for displaying a task progress state as a task in-progress state through the public number and displaying a task execution state when receiving task execution information sent by the salesman client, wherein the task execution state comprises: client negotiation, client information checking, system entry, premium collection and system bill discharge;
and the task completion display module is used for displaying the task progress state as task completion through the public number when receiving the task completion information sent by the salesman client.
7. A terminal device comprising a memory, a processor and a computer program stored in the memory and executable on the processor, characterized in that the processor implements the steps of the method according to any of claims 1 to 4 when executing the computer program.
8. A computer-readable storage medium, in which a computer program is stored which, when being executed by a processor, carries out the steps of the method according to any one of claims 1 to 4.
Priority Applications (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 |
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 |
Publications (2)
| Publication Number | Publication Date |
|---|---|
| CN108564251A CN108564251A (en) | 2018-09-21 |
| CN108564251B true CN108564251B (en) | 2021-07-23 |
Family
ID=63532457
Family Applications (1)
| Application Number | Title | Priority Date | Filing Date |
|---|---|---|---|
| CN201810201202.0A Active CN108564251B (en) | 2018-03-12 | 2018-03-12 | Insurance task allocation method, device, equipment and storage medium |
Country Status (1)
| Country | Link |
|---|---|
| CN (1) | CN108564251B (en) |
Families Citing this family (12)
| Publication number | Priority date | Publication date | Assignee | Title |
|---|---|---|---|---|
| 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 |
| CN109460732B (en) * | 2018-11-05 | 2020-11-10 | 泰康保险集团股份有限公司 | Image recognition-based application information processing method and device and readable 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 |
| 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 |
| CN110009182A (en) * | 2019-01-28 | 2019-07-12 | 广州大学 | A kind of law court's case automation division method and 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 |
| 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 |
| 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 |
Family Cites Families (4)
| Publication number | Priority date | Publication date | Assignee | Title |
|---|---|---|---|---|
| CN103942616B (en) * | 2014-04-16 | 2015-05-13 | 福州信诺通信息技术有限公司 | Car insurance calculation quotation service system based on mobile internet |
| CN105225027A (en) * | 2015-08-26 | 2016-01-06 | 上海银天下科技有限公司 | Customer allocation method and system |
| CN106981028A (en) * | 2016-01-19 | 2017-07-25 | 湖南和易鑫科网络科技有限公司 | A kind of tourist insurance method based on mobile APP |
| CN107784424A (en) * | 2017-06-26 | 2018-03-09 | 平安科技（深圳）有限公司 | Task management method, device, computer equipment and storage medium |
-
2018
- 2018-03-12 CN CN201810201202.0A patent/CN108564251B/en active Active
Also Published As
| Publication number | Publication date |
|---|---|
| CN108564251A (en) | 2018-09-21 |
Similar Documents
| Publication | Publication Date | Title |
|---|---|---|
| CN108564251B (en) | Insurance task allocation method, device, equipment and storage medium | |
| CN108416683B (en) | Policy confirmation method, device, equipment and storage medium for mobile terminal | |
| CN106844372B (en) | Logistics information query method and device | |
| CN109345417B (en) | Online assessment method and terminal equipment for business personnel based on identity authentication | |
| CN107515885B (en) | Information pushing method and device | |
| CN111583023A (en) | Service processing method, device and computer system | |
| CN108074171A (en) | Shops's order processing method and device based on Service Identifier | |
| CN110675219B (en) | Page and order generation method, system, computer equipment and storage medium | |
| CN110572524A (en) | User call processing method, device, storage medium and server | |
| WO2017128685A1 (en) | Transaction processing method and transaction system | |
| KR20120138252A (en) | System and method for managing counsel code in automatic response system | |
| CN110753323B (en) | Card resource allocation method and server | |
| CN116205704A (en) | Vendor allocation method, device, terminal equipment and storage medium | |
| KR101468779B1 (en) | Banking business support automation system and method by using question inquiry service | |
| CN107230048B (en) | Information processing method and device | |
| KR20160031577A (en) | Method and server for ordering goods of home shopping | |
| KR101644102B1 (en) | Outbound system using call data and consultant terminal categorized | |
| CN114493561A (en) | Information interaction mode replacement method, device, equipment and storage medium | |
| CN109150934B (en) | Information pushing method and device | |
| US20190172009A1 (en) | Freight Logistics Systems and Methods | |
| CN110442312A (en) | A kind of customer information monitoring method, system and computer readable storage medium | |
| CN110555762A (en) | Blacklist data processing method and device and big data loan platform optimization method | |
| CN110956430A (en) | Department door recommendation method and device | |
| KR20120114430A (en) | Tele-marketing system and method using contact grading information | |
| CN114239509A (en) | Method, device and equipment for automatically generating form and storage medium |
Legal Events
| Date | Code | Title | Description |
|---|---|---|---|
| PB01 | Publication | ||
| PB01 | Publication | ||
| SE01 | Entry into force of request for substantive examination | ||
| SE01 | Entry into force of request for substantive examination | ||
| GR01 | Patent grant | ||
| GR01 | Patent grant |