CN109460884A - Orphan's list distribution method, electronic device and readable storage medium storing program for executing - Google Patents

Orphan's list distribution method, electronic device and readable storage medium storing program for executing Download PDF

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Publication number
CN109460884A
CN109460884A CN201811022557.XA CN201811022557A CN109460884A CN 109460884 A CN109460884 A CN 109460884A CN 201811022557 A CN201811022557 A CN 201811022557A CN 109460884 A CN109460884 A CN 109460884A
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Prior art keywords
orphan
insurance agent
association
insurance
list
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丘健
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Ping An Life Insurance Company of China Ltd
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Ping An Life Insurance Company of China Ltd
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    • GPHYSICS
    • G06COMPUTING; CALCULATING OR COUNTING
    • G06QINFORMATION 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
    • G06Q40/00Finance; Insurance; Tax strategies; Processing of corporate or income taxes
    • G06Q40/08Insurance
    • GPHYSICS
    • G06COMPUTING; CALCULATING OR COUNTING
    • G06QINFORMATION 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
    • G06Q10/00Administration; Management
    • G06Q10/06Resources, workflows, human or project management; Enterprise or organisation planning; Enterprise or organisation modelling
    • G06Q10/063Operations research, analysis or management
    • G06Q10/0631Resource planning, allocation, distributing or scheduling for enterprises or organisations
    • G06Q10/06311Scheduling, planning or task assignment for a person or group
    • G06Q10/063112Skill-based matching of a person or a group to a task
    • GPHYSICS
    • G06COMPUTING; CALCULATING OR COUNTING
    • G06QINFORMATION 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
    • G06Q10/00Administration; Management
    • G06Q10/06Resources, workflows, human or project management; Enterprise or organisation planning; Enterprise or organisation modelling
    • G06Q10/063Operations research, analysis or management
    • G06Q10/0639Performance analysis of employees; Performance analysis of enterprise or organisation operations
    • G06Q10/06398Performance of employee with respect to a job function

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Abstract

The present invention relates to a kind of orphan's list distribution method, electronic device and readable storage medium storing program for executing, this method comprises: it is single to obtain the orphan generated in preset time period;Orphan singly corresponding one or more associations insurance agent is determined by preset rules;Each scoring for being associated with insurance agent is calculated based on achievement, technical ability, the customer satisfaction of each association insurance agent, and by default scoring formula;Select attendant of the highest association insurance agent as orphan's list that score.The present invention is due to that can find out and the single corresponding association insurance agent of orphan, and scoring calculating is carried out according to the multiple dimensions of achievement, technical ability, customer satisfaction of association insurance agent and is singly serviced come the artificial orphan of the highest association insurance agent that selects to score, realize the single accurate matching with insurance agent of orphan, it can consider from multiple dimensions to select the insurance agent of optimal scheme for orphan's single choice, so as to timely and effectively distribute orphan's list, orphan's singly corresponding customer churn is prevented.

Description

Orphan's list distribution method, electronic device and readable storage medium storing program for executing
Technical field
The present invention relates to field of computer technology more particularly to a kind of orphan's list distribution method, electronic device and readable deposit Storage media.
Background technique
In insurance industry, due to the leaving office of insurance agent, it is single often to generate a large amount of orphans, orphan be singly related to life insurance, Danger, endowment insurance, the multiple specialized companies of health insurance are produced, after agent leaves office, in order to preferably service client, can be distributed One new agent services.But due to different insurance types, product form differs greatly, existing single for orphan Allocation rule often by being manually randomly assigned, allocative efficiency is low;Or be allocated by the single dimension of tradition, it causes to orphan Single client's distribution is not optimal agent, and unprofessional customer experience is brought to client, be easy to cause orphan single due to The loss of client is not distributed and caused timely and effectively.
Summary of the invention
The purpose of the present invention is to provide a kind of orphan's list distribution method, electronic device and readable storage medium storing program for executing, it is intended to and When effectively distribute orphan list.
To achieve the above object, the present invention provides a kind of electronic device, and the electronic device includes memory, processor, The orphan's list distribution system that can be run on the processor is stored on the memory, orphan's list distribution system is by institute It states when processor executes and realizes following steps:
It is single to obtain the orphan generated in preset time period;
The orphan singly corresponding one or more associations insurance agent is determined by preset rules;
Based on achievement, technical ability, the customer satisfaction of each association insurance agent, and calculated often by default scoring formula The scoring of a association insurance agent;
Select attendant of the highest association insurance agent as orphan's list that score.
Preferably, the step for obtaining the orphan's list generated in preset time period includes:
The Personnel Who Left mark in preset time period is obtained, it is single to search orphan corresponding with Personnel Who Left mark;
It obtains and judges institute with the single corresponding customer ID of the orphan, and acquisition declaration form corresponding with the customer ID It states with the presence or absence of on-job list in declaration form, if so, determining that the pure orphan of the orphan Dan Weifei is single;If it is not, then determining the orphan Dan Weichun orphan is single;
It is single that the single and non-pure orphan of pure orphan all in the preset time period is obtained according to judgement result.
Preferably, described to determine that orphan's single pair is answered by preset rules if the pure orphan of the orphan Dan Weifei is single One or more associations insurance agent the step of include:
The non-pure orphan singly on-job list present in all declaration forms of corresponding customer ID is found out, on-job list is corresponding Insurance agent is as association insurance agent;
Achievement, technical ability, the customer satisfaction based on each association insurance agent, and calculated by default scoring formula Out it is each association insurance agent scoring the step of include:
Achievement, technical ability, the customer satisfaction parameter of each association insurance agent are obtained, and by each association insurance agent The achievement of people, technical ability, customer satisfaction parameter are converted into corresponding parameter scores by preset standard, are calculated using following formula The comprehensive score of each association insurance agent:
P=a1*X1+a2*X2+a3*X3
Wherein, X1 is the performance parameters scoring of each association insurance agent, and a1 is preset performance parameters weight;X2 is The technical ability parameter scores of each association insurance agent, a2 are preset technical ability parameters weighting;X3 is each association insurance agent The customer satisfaction parameter scores of people, a3 are preset customer satisfaction parameters weighting;P is that generation is insured in final calculated association Manage the comprehensive score of people.
Preferably, described to determine that the orphan is singly corresponding by preset rules if the orphan Dan Weichun orphan is single The step of one or more associations insurance agent includes:
All declaration forms of the single corresponding customer ID of the pure orphan are divided by insurance kind;
The corresponding supervisor of leaving office insurance agent in each insurance kind declaration form of division is found out, and obtains the supervisor found and is managed All on-job insurance agents of reason are as association insurance agent;
Achievement, technical ability, the customer satisfaction based on each association insurance agent, and calculated by default scoring formula Out it is each association insurance agent scoring the step of include:
Achievement, technical ability, the customer satisfaction parameter of each association insurance agent are obtained, and by each association insurance agent The achievement of people, technical ability, customer satisfaction parameter are converted into corresponding parameter scores by preset standard, are calculated using following formula The comprehensive score of each association insurance agent:
P=y* (a1*X1+a2*X2+a3*X3)
Wherein, X1 is the performance parameters scoring of each association insurance agent, and a1 is preset performance parameters weight;X2 is The technical ability parameter scores of each association insurance agent, a2 are preset technical ability parameters weighting;X3 is each association insurance agent The customer satisfaction parameter scores of people, a3 are preset customer satisfaction parameters weighting;Y is the difference danger of pre-set division The corresponding weight of kind declaration form, P are the comprehensive score of final calculated association insurance agent.
In addition, to achieve the above object, the present invention also provides a kind of orphan's list distribution method, orphan's list distribution method Include:
It is single to obtain the orphan generated in preset time period;
The orphan singly corresponding one or more associations insurance agent is determined by preset rules;
Based on achievement, technical ability, the customer satisfaction of each association insurance agent, and calculated often by default scoring formula The scoring of a association insurance agent;
Select attendant of the highest association insurance agent as orphan's list that score.
Preferably, the step for obtaining the orphan's list generated in preset time period includes:
The Personnel Who Left mark in preset time period is obtained, it is single to search orphan corresponding with Personnel Who Left mark;
It obtains and judges institute with the single corresponding customer ID of the orphan, and acquisition declaration form corresponding with the customer ID It states with the presence or absence of on-job list in declaration form, if so, determining that the pure orphan of the orphan Dan Weifei is single;If it is not, then determining the orphan Dan Weichun orphan is single;
It is single that the single and non-pure orphan of pure orphan all in the preset time period is obtained according to judgement result.
Preferably, described to determine that orphan's single pair is answered by preset rules if the pure orphan of the orphan Dan Weifei is single One or more associations insurance agent the step of include:
The non-pure orphan singly on-job list present in all declaration forms of corresponding customer ID is found out, on-job list is corresponding Insurance agent is as association insurance agent;
Achievement, technical ability, the customer satisfaction based on each association insurance agent, and calculated by default scoring formula Out it is each association insurance agent scoring the step of include:
Achievement, technical ability, the customer satisfaction parameter of each association insurance agent are obtained, and by each association insurance agent The achievement of people, technical ability, customer satisfaction parameter are converted into corresponding parameter scores by preset standard, are calculated using following formula The comprehensive score of each association insurance agent:
P=a1*X1+a2*X2+a3*X3
Wherein, X1 is the performance parameters scoring of each association insurance agent, and a1 is preset performance parameters weight;X2 is The technical ability parameter scores of each association insurance agent, a2 are preset technical ability parameters weighting;X3 is each association insurance agent The customer satisfaction parameter scores of people, a3 are preset customer satisfaction parameters weighting;P is that generation is insured in final calculated association Manage the comprehensive score of people.
Preferably, described to determine that the orphan is singly corresponding by preset rules if the orphan Dan Weichun orphan is single The step of one or more associations insurance agent includes:
All declaration forms of the single corresponding customer ID of the pure orphan are divided by insurance kind;
The corresponding supervisor of leaving office insurance agent in each insurance kind declaration form of division is found out, and obtains the supervisor found and is managed All on-job insurance agents of reason are as association insurance agent;
Achievement, technical ability, the customer satisfaction based on each association insurance agent, and calculated by default scoring formula Out it is each association insurance agent scoring the step of include:
Achievement, technical ability, the customer satisfaction parameter of each association insurance agent are obtained, and by each association insurance agent The achievement of people, technical ability, customer satisfaction parameter are converted into corresponding parameter scores by preset standard, are calculated using following formula The comprehensive score of each association insurance agent:
P=y* (a1*X1+a2*X2+a3*X3)
Wherein, X1 is the performance parameters scoring of each association insurance agent, and a1 is preset performance parameters weight;X2 is The technical ability parameter scores of each association insurance agent, a2 are preset technical ability parameters weighting;X3 is each association insurance agent The customer satisfaction parameter scores of people, a3 are preset customer satisfaction parameters weighting;Y is the difference danger of pre-set division The corresponding weight of kind declaration form, P are the comprehensive score of final calculated association insurance agent.
Preferably, this method further include:
If the highest association insurance agent of scoring has multiple, select in multiple highest association insurance agents that score Attendant of the least association insurance agent of current task amount as orphan's list.
Further, to achieve the above object, the present invention also provides a kind of computer readable storage medium, the computers Readable storage medium storing program for executing is stored with orphan's list distribution system, and orphan's list distribution system can be executed by least one processor, with Execute at least one described processor such as the step of above-mentioned orphan's list distribution method.
Orphan's list distribution method, electronic device and readable storage medium storing program for executing proposed by the present invention, are determined by preset rules The single corresponding one or more associations insurance agent of the orphan generated in preset time period;Based on each association insurance agent Achievement, technical ability, customer satisfaction, and by it is default scoring formula calculate it is each association insurance agent scoring;Selection is commented Divide attendant of the highest association insurance agent as orphan's list.Due to that can find out, singly corresponding association is protected with orphan Dangerous agent, and scoring calculating is carried out according to the multiple dimensions of achievement, technical ability, customer satisfaction of association insurance agent to select The artificial orphan of the highest association insurance agent that scores singly services, and realizes the single accurate matching with insurance agent of orphan, can be from Multiple dimensions consider to select the insurance agent of optimal scheme for orphan's single choice, so as to timely and effectively distribute orphan's list, Prevent orphan's singly corresponding customer churn.
Detailed description of the invention
Fig. 1 is the running environment schematic diagram of 10 preferred embodiment of orphan's list distribution system of the present invention;
Fig. 2 is the flow diagram of one embodiment of orphan's list distribution method of the present invention.
Specific embodiment
In order to make the objectives, technical solutions, and advantages of the present invention clearer, with reference to the accompanying drawings and embodiments, right The present invention is further elaborated.It should be appreciated that described herein, specific examples are only used to explain the present invention, not For limiting the present invention.Based on the embodiments of the present invention, those of ordinary skill in the art are not before making creative work Every other embodiment obtained is put, shall fall within the protection scope of the present invention.
It should be noted that the description for being related to " first ", " second " etc. in the present invention is used for description purposes only, and cannot It is interpreted as its relative importance of indication or suggestion or implicitly indicates the quantity of indicated technical characteristic.Define as a result, " the One ", the feature of " second " can explicitly or implicitly include at least one of the features.In addition, the skill between each embodiment Art scheme can be combined with each other, but must be based on can be realized by those of ordinary skill in the art, when technical solution Will be understood that the combination of this technical solution is not present in conjunction with there is conflicting or cannot achieve when, also not the present invention claims Protection scope within.
The present invention provides a kind of orphan's list distribution system.Referring to Fig. 1, being that orphan's list distribution system 10 of the present invention is preferably real Apply the running environment schematic diagram of example.
In the present embodiment, orphan's list distribution system 10 is installed and is run in electronic device 1.The electronic device 1 may include, but be not limited only to, memory 11, processor 12 and display 13.Fig. 1 illustrates only the electronics with component 11-13 Device 1, it should be understood that being not required for implementing all components shown, the implementation that can be substituted is more or less Component.
The memory 11 is the readable computer storage medium of at least one type, and the memory 11 is in some implementations It can be the internal storage unit of the electronic device 1, such as the hard disk or memory of the electronic device 1 in example.The memory 11 are also possible to the External memory equipment of the electronic device 1 in further embodiments, such as are equipped on the electronic device 1 Plug-in type hard disk, intelligent memory card (Smart Media Card, SMC), secure digital (Secure Digital, SD) card, Flash card (Flash Card) etc..Further, the memory 11 can also both include the storage inside of the electronic device 1 Unit also includes External memory equipment.The memory 11 for store the application software for being installed on the electronic device 1 and respectively Class data, such as the program code etc. of orphan's list distribution system 10.The memory 11 can be also used for temporarily storing The data that has exported or will export.
The processor 12 can be in some embodiments a central processing unit (Central Processing Unit, CPU), microprocessor or other data processing chips, for running the program code stored in the memory 11 or processing number According to, such as execute orphan's list distribution system 10 etc..
The display 13 can be light-emitting diode display, liquid crystal display, touch-control liquid crystal display in some embodiments And OLED (Organic Light-Emitting Diode, Organic Light Emitting Diode) touches device etc..The display 13 is used In being shown in the information handled in the electronic device 1 and for showing visual user interface, such as preset time period Scoring, the attendant of orphan's list of final choice etc. of single, the calculated each association insurance agent of the orphan of interior generation. The component 11-13 of the electronic device 1 is in communication with each other by system bus.
Orphan's list distribution system 10 includes that at least one is stored in the computer-readable instruction in the memory 11, this is extremely A few computer-readable instruction can be executed by the processor 12, to realize each embodiment of the application.
Wherein, following steps are realized when above-mentioned orphan's list distribution system 10 is executed by the processor 12:
It is single to obtain the orphan generated in preset time period by step S1.
In the present embodiment, orphan's list distribution system receives orphan's list distribution request that user issues, for example, it is logical to receive user Orphan's list distribution request of the terminals such as mobile phone, tablet computer, self-help terminal equipment transmission is crossed, such as receives user in mobile phone, plate The orphan's list distribution request sent in preassembled client in the terminals such as computer, self-help terminal equipment, or receive user The orphan's list distribution request sent on the browser in the terminals such as mobile phone, tablet computer, self-help terminal equipment.
After the orphan's list distribution request for receiving user's sending, it is single to obtain the orphan generated in preset time period.This implementation In example, client insurance company during insuring can provide the artificial client of insurance agent on behalf of handling relevant insurance business, And it is responsible for the follow-up service of declaration form, and the life cycle of declaration form is generally long, in this process, often will appear insurance generation Manage the case where people leaves office.If insurance agent leaves office, the declaration form which is responsible for will become " orphan It is single ", and " orphan is single " is subdivided into " pure orphan is single " and " non-pure orphan is single ".Wherein, " pure orphan is single " refers to that a client possesses Multiple declaration forms, and the solicitor of these declaration forms is not same people, if soliciting for all declaration forms is left office per capita, these guarantors Single is exactly that pure orphan is single." non-pure orphan is single " refers to that a client possesses multiple declaration forms, and the solicitor of these declaration forms is not same One people, if having part leaving office in these declaration forms solicitor, as long as having a people or a people or more still on-job, then leaving office solicitor Corresponding declaration form is just that non-pure orphan is single.In a kind of optional embodiment, the orphan in the present embodiment is singly combined development Orphan is single, combined development be between life insurance companies and property insurers by mutual sale resource market in the way of, such as The vehicle insurance agent of life insurance client can be insured by the property insurers of combined development to cooperation and collect commission.
Specifically, obtaining the orphan generated in preset time period singly includes pure orphan's list and non-pure orphan in the present embodiment It is single.For example, obtaining the Personnel Who Left mark in (for example, in upper one month) preset time period, wherein Personnel Who Left mark is used for One Personnel Who Left of unique identification.Then it is single to search orphan corresponding with Personnel Who Left mark, then obtains single with the orphan Corresponding customer ID, searches whether the customer ID also corresponds to other declaration forms, if so, further judge be in other declaration forms No there are on-job lists, if so, then determining that the pure orphan of the orphan Dan Weifei is single;If it is not, then determining that the orphan Dan Weichun orphan is single.Root It is single that the single and non-pure orphan of pure orphan all in the preset time period is obtained according to judgement result.
Step S2 determines the orphan singly corresponding one or more associations insurance agent by preset rules.
Step S3, based on achievement, technical ability, the customer satisfaction of each association insurance agent, and by default scoring formula Calculate the scoring of each association insurance agent.
Step S4 selects attendant of the highest association insurance agent as orphan's list that score.
The type of insuring being related in the present embodiment includes life insurance, production danger, endowment insurance, health insurance etc..When judgement orphan is single For non-pure orphan Dan Shi, i.e., the orphan singly the life insurance of corresponding customer ID, produce in the declaration forms such as danger, endowment insurance, health insurance and have portion It is divided into on-job list, then using the corresponding insurance agent of on-job list as association insurance agent;Obtain each on-job single insurance Agent is the parameter preset (achievement, technical ability, customer satisfaction) for being associated with insurance agent, and parameters is pressed preset standard It is converted into scoring, for example, 1-5 scoring is 5 points before achievement ranking, 6-15 scoring is 4 points before ranking, etc.;Technical ability, customer satisfaction Parameter can also be converted into scoring by this method.It is commented using the synthesis that following formula calculates each on-job single insurance agent Point:
P=a1*X1+a2*X2+a3*X3
Wherein, the performance parameters that X1 is each on-job single insurance agent score, and a1 is preset performance parameters weight; X2 is the technical ability parameter scores of each on-job single insurance agent, and a2 is preset technical ability parameters weighting;X3 is each on-job The customer satisfaction parameter scores of single insurance agent, a3 are preset customer satisfaction parameters weighting.P is finally to calculate On-job single insurance agent comprehensive grading value.The highest on-job single insurance agent of comprehensive grading value P is selected to close Join customer ID corresponding leave office single attendant of the insurance agent as orphan list.
When determine orphan Dan Weichun orphan Dan Shi, i.e., the orphan singly the life insurance of corresponding customer ID, produce danger, endowment insurance, There is no on-job list in the declaration forms such as health insurance, the orphan singly protect by the life insurance of corresponding customer ID, production danger, endowment insurance, health insurance etc. Insurance agent in list is leaving office insurance agent, then finds the corresponding master of leaving office insurance agent in each insurance kind declaration form Pipe, and obtain all on-job insurance agents that the supervisor found is managed and be used as association insurance agent, obtain each association The parameter preset (achievement, technical ability, customer satisfaction) of insurance agent, and scoring is converted by preset standard by parameters, For example, 1-5 scoring is 5 points before achievement ranking, 6-15 scoring is 4 points before ranking, etc.;Technical ability, customer satisfaction parameter can also be with It is converted into scoring by this method.It is in advance the corresponding different weights of different insurance kind declaration forms setting, for example, can be protected according to different insurance kinds Single significance level or the corresponding different weights of professional degree setting (such as life insurance is set as 0.5, produce it is dangerous be set as 0.3, Endowment insurance is set as 0.1, and health insurance is set as 0.1), calculating according to preset different weights and using following formula each The comprehensive score of association insurance agent in insurance kind declaration form:
P=y* (a1*X1+a2*X2+a3*X3)
Wherein, X1 is the performance parameters scoring of the association insurance agent in each insurance kind declaration form, and a1 is preset achievement Parameters weighting;X2 is the technical ability parameter scores of the association insurance agent in each insurance kind declaration form, and a2 is preset technical ability parameter Weight;X3 is the customer satisfaction parameter scores of the association insurance agent in each insurance kind declaration form, and a3 is full for preset client Meaning degree parameters weighting.Y is the corresponding different weights of pre-set different insurance kind declaration forms, and P is final calculated each insurance kind The comprehensive grading value of association insurance agent in declaration form.Select the highest association insurance agent of comprehensive grading value P as this The corresponding single attendant that leaves office of the customer ID of pure orphan's list.
Compared with prior art, the present embodiment determines that the orphan's single pair generated in preset time period is answered by preset rules One or more associations insurance agent;Based on achievement, technical ability, the customer satisfaction of each association insurance agent, and press Default scoring formula calculates the scoring of each association insurance agent;Select the highest association insurance agent of scoring as institute State the attendant of orphan's list.Due to can find out with the single corresponding association insurance agent of orphan, and according to association insurance agent It is artificial come the highest association insurance agent that selects to score that the multiple dimensions of achievement, technical ability, customer satisfaction of people carry out scoring calculating The orphan singly services, and realizes the single accurate matching with insurance agent of orphan, can consider from multiple dimensions to select for orphan's single choice The insurance agent of optimal scheme prevents orphan's singly corresponding customer churn so as to timely and effectively distribute orphan's list.
Further, in an optional embodiment, on the basis of the embodiment of above-mentioned Fig. 1, the orphan is singly distributed Further include following steps when system 10 is executed by the processor 12:
If the highest association insurance agent of scoring has multiple, select in multiple highest association insurance agents that score Attendant of the least association insurance agent of current task amount as orphan's list.
In the present embodiment, after the scoring for calculating each association insurance agent, if the highest association of scoring is protected Dangerous agent have it is multiple, can be according to the current task amount of the highest association insurance agents of multiple scorings according to from small to large Sequence is arranged, and service people of the least association insurance agent of current task amount as orphan's list is then therefrom chosen Member cannot handle the pure orphan because current task amount is excessive to avoid the attendant singly distributed for the orphan in time It is single.
As shown in Fig. 2, Fig. 2 is the flow diagram of one embodiment of orphan's list distribution method of the present invention, which is singly distributed Method the following steps are included:
It is single to obtain the orphan generated in preset time period by step S10.
In the present embodiment, orphan's list distribution system receives orphan's list distribution request that user issues, for example, it is logical to receive user Orphan's list distribution request of the terminals such as mobile phone, tablet computer, self-help terminal equipment transmission is crossed, such as receives user in mobile phone, plate The orphan's list distribution request sent in preassembled client in the terminals such as computer, self-help terminal equipment, or receive user The orphan's list distribution request sent on the browser in the terminals such as mobile phone, tablet computer, self-help terminal equipment.
After the orphan's list distribution request for receiving user's sending, it is single to obtain the orphan generated in preset time period.This implementation In example, client insurance company during insuring can provide the artificial client of insurance agent on behalf of handling relevant insurance business, And it is responsible for the follow-up service of declaration form, and the life cycle of declaration form is generally long, in this process, often will appear insurance generation Manage the case where people leaves office.If insurance agent leaves office, the declaration form which is responsible for will become " orphan It is single ", and " orphan is single " is subdivided into " pure orphan is single " and " non-pure orphan is single ".Wherein, " pure orphan is single " refers to that a client possesses Multiple declaration forms, and the solicitor of these declaration forms is not same people, if soliciting for all declaration forms is left office per capita, these guarantors Single is exactly that pure orphan is single." non-pure orphan is single " refers to that a client possesses multiple declaration forms, and the solicitor of these declaration forms is not same One people, if having part leaving office in these declaration forms solicitor, as long as having a people or a people or more still on-job, then leaving office solicitor Corresponding declaration form is just that non-pure orphan is single.In a kind of optional embodiment, the orphan in the present embodiment is singly combined development Orphan is single, combined development be between life insurance companies and property insurers by mutual sale resource market in the way of, such as The vehicle insurance agent of life insurance client can be insured by the property insurers of combined development to cooperation and collect commission.
Specifically, obtaining the orphan generated in preset time period singly includes pure orphan's list and non-pure orphan in the present embodiment It is single.For example, obtaining the Personnel Who Left mark in (for example, in upper one month) preset time period, wherein Personnel Who Left mark is used for One Personnel Who Left of unique identification.Then it is single to search orphan corresponding with Personnel Who Left mark, then obtains single with the orphan Corresponding customer ID, searches whether the customer ID also corresponds to other declaration forms, if so, further judge be in other declaration forms No there are on-job lists, if so, then determining that the pure orphan of the orphan Dan Weifei is single;If it is not, then determining that the orphan Dan Weichun orphan is single.Root It is single that the single and non-pure orphan of pure orphan all in the preset time period is obtained according to judgement result.
Step S20 determines the orphan singly corresponding one or more associations insurance agent by preset rules.
Step S30, based on achievement, technical ability, the customer satisfaction of each association insurance agent, and by default scoring formula Calculate the scoring of each association insurance agent.
Step S40 selects attendant of the highest association insurance agent as orphan's list that score.
The type of insuring being related in the present embodiment includes life insurance, production danger, endowment insurance, health insurance etc..When judgement orphan is single For non-pure orphan Dan Shi, i.e., the orphan singly the life insurance of corresponding customer ID, produce in the declaration forms such as danger, endowment insurance, health insurance and have portion It is divided into on-job list, then using the corresponding insurance agent of on-job list as association insurance agent;Obtain each on-job single insurance Agent is the parameter preset (achievement, technical ability, customer satisfaction) for being associated with insurance agent, and parameters is pressed preset standard It is converted into scoring, for example, 1-5 scoring is 5 points before achievement ranking, 6-15 scoring is 4 points before ranking, etc.;Technical ability, customer satisfaction Parameter can also be converted into scoring by this method.It is commented using the synthesis that following formula calculates each on-job single insurance agent Point:
P=a1*X1+a2*X2+a3*X3
Wherein, the performance parameters that X1 is each on-job single insurance agent score, and a1 is preset performance parameters weight; X2 is the technical ability parameter scores of each on-job single insurance agent, and a2 is preset technical ability parameters weighting;X3 is each on-job The customer satisfaction parameter scores of single insurance agent, a3 are preset customer satisfaction parameters weighting.P is finally to calculate On-job single insurance agent comprehensive grading value.The highest on-job single insurance agent of comprehensive grading value P is selected to close Join customer ID corresponding leave office single attendant of the insurance agent as orphan list.
When determine orphan Dan Weichun orphan Dan Shi, i.e., the orphan singly the life insurance of corresponding customer ID, produce danger, endowment insurance, There is no on-job list in the declaration forms such as health insurance, the orphan singly protect by the life insurance of corresponding customer ID, production danger, endowment insurance, health insurance etc. Insurance agent in list is leaving office insurance agent, then finds the corresponding master of leaving office insurance agent in each insurance kind declaration form Pipe, and obtain all on-job insurance agents that the supervisor found is managed and be used as association insurance agent, obtain each association The parameter preset (achievement, technical ability, customer satisfaction) of insurance agent, and scoring is converted by preset standard by parameters, For example, 1-5 scoring is 5 points before achievement ranking, 6-15 scoring is 4 points before ranking, etc.;Technical ability, customer satisfaction parameter can also be with It is converted into scoring by this method.It is in advance the corresponding different weights of different insurance kind declaration forms setting, for example, can be protected according to different insurance kinds Single significance level or the corresponding different weights of professional degree setting (such as life insurance is set as 0.5, produce it is dangerous be set as 0.3, Endowment insurance is set as 0.1, and health insurance is set as 0.1), calculating according to preset different weights and using following formula each The comprehensive score of association insurance agent in insurance kind declaration form:
P=y* (a1*X1+a2*X2+a3*X3)
Wherein, X1 is the performance parameters scoring of the association insurance agent in each insurance kind declaration form, and a1 is preset achievement Parameters weighting;X2 is the technical ability parameter scores of the association insurance agent in each insurance kind declaration form, and a2 is preset technical ability parameter Weight;X3 is the customer satisfaction parameter scores of the association insurance agent in each insurance kind declaration form, and a3 is full for preset client Meaning degree parameters weighting.Y is the corresponding different weights of pre-set different insurance kind declaration forms, and P is final calculated each insurance kind The comprehensive grading value of association insurance agent in declaration form.Select the highest association insurance agent of comprehensive grading value P as this The corresponding single attendant that leaves office of the customer ID of pure orphan's list.
Compared with prior art, the present embodiment determines that the orphan's single pair generated in preset time period is answered by preset rules One or more associations insurance agent;Based on achievement, technical ability, the customer satisfaction of each association insurance agent, and press Default scoring formula calculates the scoring of each association insurance agent;Select the highest association insurance agent of scoring as institute State the attendant of orphan's list.Due to can find out with the single corresponding association insurance agent of orphan, and according to association insurance agent It is artificial come the highest association insurance agent that selects to score that the multiple dimensions of achievement, technical ability, customer satisfaction of people carry out scoring calculating The orphan singly services, and realizes the single accurate matching with insurance agent of orphan, can consider from multiple dimensions to select for orphan's single choice The insurance agent of optimal scheme prevents orphan's singly corresponding customer churn so as to timely and effectively distribute orphan's list.
Further, in an optional embodiment, on the basis of the above embodiments, this method further includes walking as follows It is rapid:
If the highest association insurance agent of scoring has multiple, select in multiple highest association insurance agents that score Attendant of the least association insurance agent of current task amount as orphan's list.
In the present embodiment, after the scoring for calculating each association insurance agent, if the highest association of scoring is protected Dangerous agent have it is multiple, can be according to the current task amount of the highest association insurance agents of multiple scorings according to from small to large Sequence is arranged, and service people of the least association insurance agent of current task amount as orphan's list is then therefrom chosen Member cannot handle the pure orphan because current task amount is excessive to avoid the attendant singly distributed for the orphan in time It is single.
In addition, the computer-readable recording medium storage has the present invention also provides a kind of computer readable storage medium Orphan's list distribution system, orphan's list distribution system can be executed by least one processor, so that at least one described processing Device executes the step of orphan's list distribution method in such as above-described embodiment, step S10, S20, S30 of orphan's list distribution method Etc. specific implementation process it is as described above, details are not described herein.
It should be noted that, in this document, the terms "include", "comprise" or its any other variant are intended to non-row His property includes, so that the process, method, article or the device that include a series of elements not only include those elements, and And further include other elements that are not explicitly listed, or further include for this process, method, article or device institute it is intrinsic Element.In the absence of more restrictions, the element limited by sentence "including a ...", it is not excluded that including being somebody's turn to do There is also other identical elements in the process, method of element, article or device.
Through the above description of the embodiments, those skilled in the art can be understood that above-described embodiment side Method can be realized by means of software and necessary general hardware platform, naturally it is also possible to be realized by hardware, but very much In the case of the former be more preferably embodiment.Based on this understanding, technical solution of the present invention is substantially in other words to existing The part that technology contributes can be embodied in the form of software products, which is stored in a storage In medium (such as ROM/RAM, magnetic disk, CD), including some instructions are used so that a terminal device (can be mobile phone, calculate Machine, server, air conditioner or network equipment etc.) execute method described in each embodiment of the present invention.
Preferred embodiments of the present invention have been described above with reference to the accompanying drawings, not thereby limiting the scope of the invention.On It is for illustration only to state serial number of the embodiment of the present invention, does not represent the advantages or disadvantages of the embodiments.It is patrolled in addition, though showing in flow charts Sequence is collected, but in some cases, it can be with the steps shown or described are performed in an order that is different from the one herein.
Without departing from the scope and spirit of the invention, there are many variations to implement the present invention by those skilled in the art, It can be used for another embodiment for example as the feature of one embodiment and obtain another embodiment.It is all to use technology of the invention Made any modifications, equivalent replacements, and improvements within design, should all be within interest field of the invention.

Claims (10)

1. a kind of electronic device, which is characterized in that the electronic device includes memory, processor, is stored on the memory There is the orphan's list distribution system that can be run on the processor, it is real when orphan's list distribution system is executed by the processor Existing following steps:
It is single to obtain the orphan generated in preset time period;
The orphan singly corresponding one or more associations insurance agent is determined by preset rules;
Based on achievement, technical ability, the customer satisfaction of each association insurance agent, and each pass is calculated by default scoring formula UNPROFOR nearly procuratorial scoring;
Select attendant of the highest association insurance agent as orphan's list that score.
2. electronic device as described in claim 1, which is characterized in that the orphan's list for obtaining generation in preset time period Step includes:
The Personnel Who Left mark in preset time period is obtained, it is single to search orphan corresponding with Personnel Who Left mark;
It obtains and judges the guarantor with the single corresponding customer ID of the orphan, and acquisition declaration form corresponding with the customer ID It whether there is on-job list in list, if so, determining that the pure orphan of the orphan Dan Weifei is single;If it is not, then determining that the orphan is singly Pure orphan is single;
It is single that the single and non-pure orphan of pure orphan all in the preset time period is obtained according to judgement result.
3. electronic device as claimed in claim 1 or 2, which is characterized in that described if the pure orphan of the orphan Dan Weifei is single By preset rules determine the orphan singly corresponding one or more associations insurance agent the step of include:
The non-pure orphan singly on-job list present in all declaration forms of corresponding customer ID is found out, by the corresponding insurance of on-job list Agent is as association insurance agent;
Achievement, technical ability, the customer satisfaction based on each association insurance agent, and calculated often by default scoring formula It is a association insurance agent scoring the step of include:
Achievement, technical ability, the customer satisfaction parameter of each association insurance agent are obtained, and by each association insurance agent's Achievement, technical ability, customer satisfaction parameter are converted into corresponding parameter scores by preset standard, are calculated using following formula each It is associated with the comprehensive score of insurance agent:
P=a1*X1+a2*X2+a3*X3
Wherein, X1 is the performance parameters scoring of each association insurance agent, and a1 is preset performance parameters weight;X2 is each The technical ability parameter scores of insurance agent are associated with, a2 is preset technical ability parameters weighting;X3 is each association insurance agent Customer satisfaction parameter scores, a3 are preset customer satisfaction parameters weighting;P is final calculated association insurance agent Comprehensive score.
4. electronic device as claimed in claim 1 or 2, which is characterized in that described to press if the orphan Dan Weichun orphan is single Preset rules determine the orphan singly corresponding one or more associations insurance agent the step of include:
All declaration forms of the single corresponding customer ID of the pure orphan are divided by insurance kind;
The corresponding supervisor of leaving office insurance agent in each insurance kind declaration form of division is found out, and obtains what the supervisor found was managed All on-job insurance agents are as association insurance agent;
Achievement, technical ability, the customer satisfaction based on each association insurance agent, and calculated often by default scoring formula It is a association insurance agent scoring the step of include:
Achievement, technical ability, the customer satisfaction parameter of each association insurance agent are obtained, and by each association insurance agent's Achievement, technical ability, customer satisfaction parameter are converted into corresponding parameter scores by preset standard, are calculated using following formula each It is associated with the comprehensive score of insurance agent:
P=y* (a1*X1+a2*X2+a3*X3)
Wherein, X1 is the performance parameters scoring of each association insurance agent, and a1 is preset performance parameters weight;X2 is each The technical ability parameter scores of insurance agent are associated with, a2 is preset technical ability parameters weighting;X3 is each association insurance agent Customer satisfaction parameter scores, a3 are preset customer satisfaction parameters weighting;Y is that the different insurance kinds of pre-set division are protected Single corresponding weight, P are the comprehensive score of final calculated association insurance agent.
5. a kind of orphan's list distribution method, which is characterized in that orphan's list distribution method includes:
It is single to obtain the orphan generated in preset time period;
The orphan singly corresponding one or more associations insurance agent is determined by preset rules;
Based on achievement, technical ability, the customer satisfaction of each association insurance agent, and each pass is calculated by default scoring formula UNPROFOR nearly procuratorial scoring;
Select attendant of the highest association insurance agent as orphan's list that score.
6. orphan's list distribution method as claimed in claim 5, which is characterized in that described to obtain the orphan generated in preset time period The step of youngster's list includes:
The Personnel Who Left mark in preset time period is obtained, it is single to search orphan corresponding with Personnel Who Left mark;
It obtains and judges the guarantor with the single corresponding customer ID of the orphan, and acquisition declaration form corresponding with the customer ID It whether there is on-job list in list, if so, determining that the pure orphan of the orphan Dan Weifei is single;If it is not, then determining that the orphan is singly Pure orphan is single;
It is single that the single and non-pure orphan of pure orphan all in the preset time period is obtained according to judgement result.
7. such as orphan's list distribution method described in claim 5 or 6, which is characterized in that if the pure orphan of the orphan Dan Weifei is single, Then it is described by preset rules determine the orphan singly corresponding one or more associations insurance agent the step of include:
The non-pure orphan singly on-job list present in all declaration forms of corresponding customer ID is found out, by the corresponding insurance of on-job list Agent is as association insurance agent;
Achievement, technical ability, the customer satisfaction based on each association insurance agent, and calculated often by default scoring formula It is a association insurance agent scoring the step of include:
Achievement, technical ability, the customer satisfaction parameter of each association insurance agent are obtained, and by each association insurance agent's Achievement, technical ability, customer satisfaction parameter are converted into corresponding parameter scores by preset standard, are calculated using following formula each It is associated with the comprehensive score of insurance agent:
P=a1*X1+a2*X2+a3*X3
Wherein, X1 is the performance parameters scoring of each association insurance agent, and a1 is preset performance parameters weight;X2 is each The technical ability parameter scores of insurance agent are associated with, a2 is preset technical ability parameters weighting;X3 is each association insurance agent Customer satisfaction parameter scores, a3 are preset customer satisfaction parameters weighting;P is final calculated association insurance agent Comprehensive score.
8. such as orphan's list distribution method described in claim 5 or 6, which is characterized in that if the orphan Dan Weichun orphan is single, It is described by preset rules determine the orphan singly corresponding one or more associations insurance agent the step of include:
All declaration forms of the single corresponding customer ID of the pure orphan are divided by insurance kind;
The corresponding supervisor of leaving office insurance agent in each insurance kind declaration form of division is found out, and obtains what the supervisor found was managed All on-job insurance agents are as association insurance agent;
Achievement, technical ability, the customer satisfaction based on each association insurance agent, and calculated often by default scoring formula It is a association insurance agent scoring the step of include:
Achievement, technical ability, the customer satisfaction parameter of each association insurance agent are obtained, and by each association insurance agent's Achievement, technical ability, customer satisfaction parameter are converted into corresponding parameter scores by preset standard, are calculated using following formula each It is associated with the comprehensive score of insurance agent:
P=y* (a1*X1+a2*X2+a3*X3)
Wherein, X1 is the performance parameters scoring of each association insurance agent, and a1 is preset performance parameters weight;X2 is each The technical ability parameter scores of insurance agent are associated with, a2 is preset technical ability parameters weighting;X3 is each association insurance agent Customer satisfaction parameter scores, a3 are preset customer satisfaction parameters weighting;Y is that the different insurance kinds of pre-set division are protected Single corresponding weight, P are the comprehensive score of final calculated association insurance agent.
9. such as orphan's list distribution method described in claim 5 or 6, which is characterized in that further include:
If the highest association insurance agent of scoring has multiple, select in multiple highest association insurance agents of scoring currently Attendant of the least association insurance agent of task amount as orphan's list.
10. a kind of computer readable storage medium, which is characterized in that be stored with orphan's list on the computer readable storage medium Distribution system realizes the orphan as described in any one of claim 5 to 9 when orphan's list distribution system is executed by processor The step of single distribution method.
CN201811022557.XA 2018-09-03 2018-09-03 Orphan's list distribution method, electronic device and readable storage medium storing program for executing Pending CN109460884A (en)

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CN110197294A (en) * 2019-04-16 2019-09-03 威比网络科技(上海)有限公司 Teacher's concocting method, system, equipment and the storage medium of online education
CN110930001A (en) * 2019-11-08 2020-03-27 贝壳技术有限公司 Merchant resource management method and merchant resource management system
CN111126935A (en) * 2019-11-19 2020-05-08 泰康保险集团股份有限公司 Processing method and device of security data, electronic equipment and storage medium
CN112232830A (en) * 2020-05-29 2021-01-15 泰康保险集团股份有限公司 Policy data management method, device, equipment and storage medium
CN112541653A (en) * 2020-10-30 2021-03-23 五八到家有限公司 Method and device for allocating worker resources and storage medium
CN112906998A (en) * 2019-11-19 2021-06-04 泰康保险集团股份有限公司 Data processing system and method for reassigning clerks to customers of an insurance company
CN114049216A (en) * 2021-10-13 2022-02-15 北京博瑞彤芸科技股份有限公司 Method and system for matching insurance businessman for user

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CN108074027A (en) * 2016-11-15 2018-05-25 平安科技(深圳)有限公司 Pure orphan's list distribution method and device

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Cited By (9)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
CN110197294A (en) * 2019-04-16 2019-09-03 威比网络科技(上海)有限公司 Teacher's concocting method, system, equipment and the storage medium of online education
CN110197294B (en) * 2019-04-16 2022-03-15 北京网学时代教育科技有限责任公司 Teacher allocation method, system, equipment and storage medium for online education
CN110930001A (en) * 2019-11-08 2020-03-27 贝壳技术有限公司 Merchant resource management method and merchant resource management system
CN111126935A (en) * 2019-11-19 2020-05-08 泰康保险集团股份有限公司 Processing method and device of security data, electronic equipment and storage medium
CN112906998A (en) * 2019-11-19 2021-06-04 泰康保险集团股份有限公司 Data processing system and method for reassigning clerks to customers of an insurance company
CN111126935B (en) * 2019-11-19 2023-07-21 泰康保险集团股份有限公司 Method and device for processing security data, electronic equipment and storage medium
CN112232830A (en) * 2020-05-29 2021-01-15 泰康保险集团股份有限公司 Policy data management method, device, equipment and storage medium
CN112541653A (en) * 2020-10-30 2021-03-23 五八到家有限公司 Method and device for allocating worker resources and storage medium
CN114049216A (en) * 2021-10-13 2022-02-15 北京博瑞彤芸科技股份有限公司 Method and system for matching insurance businessman for user

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Application publication date: 20190312