CN113344718A - Sales manager daily management guidance system and management guidance method thereof - Google Patents
Sales manager daily management guidance system and management guidance method thereof Download PDFInfo
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Abstract
The daily management guidance method for the sales executive mainly comprises the following steps: respectively setting a feature code for each insurance practitioner, wherein the feature code is a six-bit code; dividing the corresponding insurance practitioner into the corresponding supervisor system according to the first position and the second position of the feature code; respectively calculating the management coefficient of each insurance practitioner based on the last four digits of the feature codes; obtaining a management coefficient of each insurance practitioner, drawing corresponding coordinate points in a coordinate system, and connecting the coordinate points in sequence through a smooth curve to define a curve equation; respectively carrying out derivation on the curve equation at the management coefficient of each insurance practitioner so as to obtain the evaluation coefficient of each insurance practitioner; and judging the performance condition of each insurance practitioner according to the comparison result of the evaluation coefficient and 0, so that the insurance practitioner can obtain required suggestions or technical guidance.
Description
The technical field is as follows:
the invention relates to a sales leader daily management guidance system and a sales leader daily management guidance method.
Background art:
the insurance industry refers to the industry that collects the funds in the form of contracts to compensate the economic benefits business of the insured. The insurance market is a place where insurance is bought or sold, i.e., where both parties enter into an insurance contract. It may be a centralized tangible market or a decentralized intangible market.
The organization form of insurance industry can be divided into the following four types according to the different operation bodies: 1. the national operation insurance organization, also called as public insurance, refers to the insurance organization operated by the country, local government or other public groups; 2. the company operates insurance organization, belongs to one of the people's operation insurance organization. According to the form of responsibility, the companies include the forms of a company with limited responsibility, a company with limited shares, an unlimited company, and the like. The stockpile insurance company organization has the characteristics of flexible operation and high business efficiency, but because the control right of the company is controlled in stockholders, the rights and interests of an insured are easily limited and ignored, and thus the company operation insurance organization is supervised and managed by each country legislation; 3. an insurance cooperative organization belongs to a non-company type of people in the operation and insurance, and is an organization which is commonly organized by people or units needing insurance guarantee in the society and processes insurance business in a cooperative mode. There are forms of mutual insurance cooperative, mutual insurance company, insurance cooperative, etc.; 4. the individual operation insurance form, the individual underwriting insurance business is developed through the organization of the labour society; according to the rules of the original 'temporary regulations on the management of insurance enterprises' in China, the organization system of the insurance industry in China is composed of the national insurance administrative department, the Chinese people insurance company, other insurance enterprises and the rural cooperative insurance society of mutual assistance.
In the insurance industry, insurance practitioners can be divided into a plurality of grades and positions, insurance users and insurance products which are responsible for services of the insurance practitioners with different grades and positions are different in types, in order to carry out quantitative management on the insurance practitioners with different types and improve corresponding assessment performance, an insurance sales manager needs to collect and count specific information of the insurance practitioners of each person and give corresponding management guidance opinions; the existing management guidance mode is that a sales manager manages and guides each insurance practitioner one by one, the efficiency of the whole working process is low, more labor cost and time cost are needed to be spent, and some insurance practitioners with better performance do not need to perform additional guidance, so that the workload is repeated and wasted; meanwhile, the lack of support of corresponding data can lead to that the guidance suggestions of the sales leaders can not be completely applicable to the existing application environment, and then larger deviation occurs, and the accuracy is poor.
The invention content is as follows:
the embodiment of the invention provides a sales executive daily management guidance system and a management guidance method thereof, the structure and the method are reasonable in design, based on the mutual cooperation of a plurality of functional modules, through different types of mathematical models and operation methods, the insurance sales executive can accurately provide corresponding management and business guidance for required insurance operators without checking one by one, and based on the support effect of big data, the guidance suggestion of the insurance sales executive can be completely suitable for the existing application environment, the overall accuracy and the working efficiency are improved, and the corresponding working cost and the time cost are also reduced, so that insurance practitioners can better complete the performance, better service is provided for users, and the problems in the prior art are solved.
The technical scheme adopted by the invention for solving the technical problems is as follows:
the daily management guidance method for the sales executive comprises the following steps:
s1, respectively setting a feature code for each insurance practitioner, wherein the feature codes are six codes, the first and second bits of the feature codes are main pipe numbers, the third bit is a grade number of the insurance practitioner, the fourth and fifth bits are performance numbers of the insurance practitioner, and the sixth bit is a check bit number of the insurance practitioner;
s2, dividing the corresponding insurance practitioner into the corresponding supervisor system according to the first position and the second position of the feature code;
s3, respectively calculating the management coefficient X of each insurance practitioner based on the last four digits of the feature codesn＝[A*(10B+C)-eD]/[ln(B+C)]Wherein A is insurance slaveThe grade numbers of the service personnel, B and C are performance numbers of insurance practitioners, and D is check digit numbers of the insurance practitioners;
s4, obtaining the management coefficient X of each insurance practitioner1，X2……XnDrawing corresponding coordinate points in the coordinate system, connecting the coordinate points in sequence through a smooth curve, and defining a curve equation
E(x)＝ax2+bx+r-lnx
Wherein a is the average of all insurance practitioner grade numbers, and a ═ A1+A2+……+An) The b is the average value of the performance numbers of all insurance practitioners, and r is a correction parameter;
s5, management coefficient X for each insurance practitioner1，X2……XnRespectively carrying out derivation on the curve equations E (x), thereby obtaining an evaluation coefficient of each insurance practitioner;
s6, judging the performance condition of each insurance practitioner according to the comparison result of the evaluation coefficient and 0, and when the evaluation coefficient is greater than 0, showing that the insurance practitioner well completes the performance without additional guidance and management; when the evaluation coefficient is less than 0, the insurance practitioner does not well complete the performance, and additional guidance and management are required.
The step of dividing the corresponding insurance practitioner into the corresponding supervisor system according to the first bit and the second bit of the feature code comprises the following steps:
s2.1, respectively converting the first bit and the second bit of the feature code into 4-bit binary character strings;
s2.2, adding the two binary character strings to obtain an addressing character string;
and S2.3, comparing the addressing character strings with the address character strings corresponding to each main control system so as to divide the corresponding insurance practitioners into the corresponding main control systems.
The addressing string and the address string are both 4-bit binary strings.
The value range of the correction parameter is (10, 20).
The evaluation coefficient ranged from (-5, 5).
The sales leader daily management guidance system comprises:
the system comprises a setting module, a verification module and a verification module, wherein the setting module is used for setting a feature code for each insurance practitioner, the feature code is a six-bit code, the first bit and the second bit of the feature code are master serial numbers, the third bit is a grade serial number of the insurance practitioner, the fourth bit and the fifth bit are performance serial numbers of the insurance practitioner, and the sixth bit is a check bit serial number of the insurance practitioner;
the classification module is used for classifying the corresponding insurance practitioners into the corresponding supervisor systems according to the first and second positions of the feature codes;
an operation module used for respectively calculating the management coefficient X of each insurance practitioner based on the last four digits of the feature codesn＝[A*(10B+C)-eD]/[ln(B+C)]Wherein A is the grade number of the insurance practitioner, B and C are the performance numbers of the insurance practitioner, and D is the check digit numbers of the insurance practitioner;
a modeling module for deriving a management coefficient X for each insurance practitioner1，X2……XnDrawing corresponding coordinate points in a coordinate system, and connecting the coordinate points in sequence through a smooth curve to define a curve equation;
an evaluation module for managing the factor X at each insurance practitioner1，X2……XnRespectively carrying out derivation on the curve equation E (x) to obtain an evaluation coefficient of each insurance practitioner, judging the performance condition of each insurance practitioner according to the comparison result of the evaluation coefficient and 0, and when the evaluation coefficient is greater than 0, showing that the insurance practitioner well completes the performance without additional guidance and management; when the evaluation coefficient is less than 0, the insurance practitioner does not well complete the performance, and additional guidance and management are required.
The classification module comprises:
a transposition module for converting the first bit and the second bit of the feature code into 4-bit binary character strings, respectively;
an accumulation module for adding the two binary strings to obtain an addressing string;
and the comparison module is used for comparing the addressing character string with the address character string corresponding to each main management system so as to divide the corresponding insurance practitioner into the corresponding main management system.
By adopting the structure, the invention respectively sets a characteristic code for each insurance practitioner through the setting module, thereby facilitating the marking and query of the insurance practitioners; corresponding insurance practitioners are divided into corresponding main pipe systems through the classification module according to the first bit and the second bit of the feature codes, and data repetition or omission is prevented; respectively calculating the management coefficient of each insurance practitioner through the operation module based on the last four digits of the feature codes; obtaining a management coefficient of each insurance practitioner through a modeling module, drawing corresponding coordinate points in a coordinate system, and connecting the coordinate points in sequence through a smooth curve to define a curve equation; the performance condition of each insurance practitioner is judged by the evaluation module according to the comparison result of the evaluation coefficient and 0, and the system has the advantages of high efficiency, practicality, accuracy and simplicity.
Description of the drawings:
FIG. 1 is a schematic structural diagram of the present invention.
FIG. 2 is a schematic structural diagram of a sorting module according to the present invention.
FIG. 3 is a schematic flow chart of the present invention.
Fig. 4 is a schematic structural diagram of a coordinate system according to the present invention.
The specific implementation mode is as follows:
in order to clearly explain the technical features of the present invention, the following detailed description of the present invention is provided with reference to the accompanying drawings.
As shown in fig. 1 to 4, S1, respectively setting a feature code for each insurance practitioner, where the feature code is a six-digit code, where the first digit and the second digit of the feature code are master numbers, the third digit is a rating number of the insurance practitioner, the fourth digit and the fifth digit are performance numbers of the insurance practitioner, and the sixth digit is a check digit number of the insurance practitioner;
s2, dividing the corresponding insurance practitioner into the corresponding supervisor system according to the first position and the second position of the feature code;
s3, respectively calculating the management coefficient X of each insurance practitioner based on the last four digits of the feature codesn＝[A*(10B+C)-eD]/[ln(B+C)]Wherein A is the grade number of the insurance practitioner, B and C are the performance numbers of the insurance practitioner, and D is the check digit numbers of the insurance practitioner;
s4, obtaining the management coefficient X of each insurance practitioner1，X2……XnDrawing corresponding coordinate points in the coordinate system, connecting the coordinate points in sequence through a smooth curve, and defining a curve equation
E(x)＝ax2+bx+r-lnx
Wherein a is the average of all insurance practitioner grade numbers, and a ═ A1+A2+……+An) The b is the average value of the performance numbers of all insurance practitioners, and r is a correction parameter;
s5, management coefficient X for each insurance practitioner1，X2……XnRespectively carrying out derivation on the curve equations E (x), thereby obtaining an evaluation coefficient of each insurance practitioner;
s6, judging the performance condition of each insurance practitioner according to the comparison result of the evaluation coefficient and 0, and when the evaluation coefficient is greater than 0, showing that the insurance practitioner well completes the performance without additional guidance and management; when the evaluation coefficient is less than 0, the insurance practitioner does not well complete the performance, and additional guidance and management are required.
The step of dividing the corresponding insurance practitioner into the corresponding supervisor system according to the first bit and the second bit of the feature code comprises the following steps:
s2.1, respectively converting the first bit and the second bit of the feature code into 4-bit binary character strings;
s2.2, adding the two binary character strings to obtain an addressing character string;
and S2.3, comparing the addressing character strings with the address character strings corresponding to each main control system so as to divide the corresponding insurance practitioners into the corresponding main control systems.
The addressing string and the address string are both 4-bit binary strings.
The value range of the correction parameter is (10, 20).
The evaluation coefficient ranged from (-5, 5).
The sales leader daily management guidance system comprises:
the system comprises a setting module, a verification module and a verification module, wherein the setting module is used for setting a feature code for each insurance practitioner, the feature code is a six-bit code, the first bit and the second bit of the feature code are master serial numbers, the third bit is a grade serial number of the insurance practitioner, the fourth bit and the fifth bit are performance serial numbers of the insurance practitioner, and the sixth bit is a check bit serial number of the insurance practitioner;
the classification module is used for classifying the corresponding insurance practitioners into the corresponding supervisor systems according to the first and second positions of the feature codes;
an operation module used for respectively calculating the management coefficient X of each insurance practitioner based on the last four digits of the feature codesn＝[A*(10B+C)-eD]/[ln(B+C)]Wherein A is the grade number of the insurance practitioner, B and C are the performance numbers of the insurance practitioner, and D is the check digit numbers of the insurance practitioner;
a modeling module for deriving a management coefficient X for each insurance practitioner1，X2……XnDrawing corresponding coordinate points in a coordinate system, and connecting the coordinate points in sequence through a smooth curve to define a curve equation;
an evaluation module for managing the factor X at each insurance practitioner1，X2……XnRespectively carrying out derivation on the curve equation E (x) to obtain an evaluation coefficient of each insurance practitioner, judging the performance condition of each insurance practitioner according to the comparison result of the evaluation coefficient and 0, and when the evaluation coefficient is greater than 0, showing that the insurance practitioner well completes the performance without additional guidance and management; when the evaluation coefficient is less than 0, the insurance practitioner does not well complete the performance, and additional guidance and management are required.
The classification module comprises:
a transposition module for converting the first bit and the second bit of the feature code into 4-bit binary character strings, respectively;
an accumulation module for adding the two binary strings to obtain an addressing string;
and the comparison module is used for comparing the addressing character string with the address character string corresponding to each main management system so as to divide the corresponding insurance practitioner into the corresponding main management system.
The working principle of the sales executive daily management guidance system and the management guidance method thereof in the embodiment of the invention is as follows: based on the mutual cooperation of a plurality of functional modules, through mathematical models and operation methods of different types, the insurance sales executive can accurately provide corresponding management and service guidance for required insurance operators without checking one by one, and based on the support effect of big data, the guidance suggestion of the insurance sales executive can be completely suitable for the existing application environment, thereby improving the overall precision and the working efficiency, and also reducing the corresponding working cost and time cost, thereby ensuring the completion performance of the insurance employees better, providing more excellent service for users, being suitable for insurance companies of different sizes, and having stronger universality.
In the whole scheme, the system mainly comprises a setting module, a classification module, an operation module, a modeling module and an evaluation module; the setting module is used for setting a feature code for each insurance practitioner, and the classification module is used for dividing the corresponding insurance practitioner into the corresponding main pipe system according to the first bit and the second bit of the feature code; the operation module is used for respectively calculating the management coefficient of each insurance practitioner based on the last four digits of the feature codes; the modeling module is used for obtaining the management coefficient of each insurance practitioner, drawing corresponding coordinate points in a coordinate system, and connecting the coordinate points in sequence through a smooth curve to define a curve equation; the evaluation module is used for respectively deriving the curve equation at the management coefficient of each insurance practitioner so as to obtain the evaluation coefficient of each insurance practitioner, and judging the performance condition of each insurance practitioner according to the comparison result of the evaluation coefficient and 0.
Preferably, the classification module comprises a transposition module, an accumulation module and a comparison module, so as to convert the first bit and the second bit of the feature code into 4-bit binary character strings respectively, accumulate the binary character strings to obtain addressing character strings, arrange address character strings in each master control system, and compare the addressing character strings with the address character strings, so that corresponding insurance practitioners are divided into corresponding master control systems, and data omission or repetition is avoided.
Specifically, the functional modules are linked with each other and arranged in the whole system, so that the response speed is improved from the physical layer, and the data transmission speed is increased.
The sales executive daily management guidance method mainly comprises the following steps: respectively setting a feature code for each insurance practitioner, wherein the feature code is a six-bit code, the first bit and the second bit of the feature code are master serial numbers, the third bit is a grade serial number of the insurance practitioner, the fourth bit and the fifth bit are performance serial numbers of the insurance practitioner, and the sixth bit is a check bit serial number of the insurance practitioner; dividing the corresponding insurance practitioner into the corresponding supervisor system according to the first position and the second position of the feature code; respectively calculating the management coefficient of each insurance practitioner based on the last four digits of the feature codes; obtaining the management coefficient X of each insurance practitioner1，X2……XnDrawing corresponding coordinate points in the coordinate system, and sequentially drawing the coordinate points through a smooth curveConnecting, and defining a curve equation; management factor X at each insurance practitioner1，X2……XnRespectively carrying out derivation on the curve equations E (x), thereby obtaining an evaluation coefficient of each insurance practitioner; and judging the performance condition of each insurance practitioner according to the comparison result of the evaluation coefficient and 0, so that the insurance practitioner can obtain required suggestions or technical guidance.
Specifically, the management coefficient Xn＝[A*(10B+C)-eD]/[ln(B+C)]Wherein A is the grade number of the insurance practitioner, B and C are the performance numbers of the insurance practitioner, and D is the check digit number of the insurance practitioner.
Curve equation e (x) ax2+ bx + r-lnx, where a is the average of all insurance practitioner grade numbers and a is (a)1+A2+……+An) The/n and the b are the average values of the performance numbers of all insurance practitioners, the r is a correction parameter, and the specific value range is (10, 20); management factor X at each insurance practitioner1，X2……XnAnd (4) respectively carrying out derivation on the curve equation E (x), so as to obtain the evaluation coefficient of each insurance practitioner, wherein the value range of the evaluation coefficient is (-5, 5).
The curve is arranged among a plurality of coordinate points in the coordinate system, so that the coordinate points are uniformly distributed on the curve.
When the management guidance method is actually used, the plurality of functional modules are arranged and operated according to a set sequence, so that the whole management guidance method cannot generate larger deviation or careless mistakes in the execution process.
In summary, the sales executive daily management guidance system and the management guidance method thereof in the embodiments of the present invention are based on the interaction of multiple functional modules, and through different types of mathematical models and operation methods, the insurance sales executive can accurately provide corresponding management and service guidance for required insurance operators without performing investigation one by one, and based on the support effect of big data, the guidance advice of the insurance sales executive can be completely applicable to the existing application environment, thereby improving the overall accuracy and working efficiency, avoiding occurrence of a large error or careless mistakes, and also reducing the corresponding working cost and time cost, thereby ensuring that the insurance operators can better complete performance, providing better services for users, being applicable to insurance companies of different sizes, and having strong universality.
The above-described embodiments should not be construed as limiting the scope of the invention, and any alternative modifications or alterations to the embodiments of the present invention will be apparent to those skilled in the art.
The present invention is not described in detail, but is known to those skilled in the art.
Claims (7)
1. The daily management guidance method for the sales executive is characterized by comprising the following steps of:
s1, respectively setting a feature code for each insurance practitioner, wherein the feature codes are six codes, the first and second bits of the feature codes are main pipe numbers, the third bit is a grade number of the insurance practitioner, the fourth and fifth bits are performance numbers of the insurance practitioner, and the sixth bit is a check bit number of the insurance practitioner;
s2, dividing the corresponding insurance practitioner into the corresponding supervisor system according to the first position and the second position of the feature code;
s3, respectively calculating the management coefficient X of each insurance practitioner based on the last four digits of the feature codesn＝[A*(10B+C)-eD]/[ln(B+C)]Wherein A is the grade number of the insurance practitioner, B and C are the performance numbers of the insurance practitioner, and D is the check digit numbers of the insurance practitioner;
s4, obtaining the management coefficient X of each insurance practitioner1，X2……XnDrawing corresponding coordinate points in the coordinate system, connecting the coordinate points in sequence through a smooth curve, and defining a curve equation
E(x)＝ax2+bx+r-lnx
Wherein a is the average of all insurance practitioner grade numbers, and a ═ A1+A2+……+An) The b is the average value of the performance numbers of all insurance practitioners, and r is a correction parameter;
s5, management coefficient X for each insurance practitioner1，X2……XnRespectively carrying out derivation on the curve equations E (x), thereby obtaining an evaluation coefficient of each insurance practitioner;
s6, judging the performance condition of each insurance practitioner according to the comparison result of the evaluation coefficient and 0, and when the evaluation coefficient is greater than 0, showing that the insurance practitioner well completes the performance without additional guidance and management; when the evaluation coefficient is less than 0, the insurance practitioner does not well complete the performance, and additional guidance and management are required.
2. The sales leader daily management guidance method according to claim 1, wherein the step of dividing the corresponding insurance practitioner into the corresponding leader system according to the first and second digits of the feature code comprises the steps of:
s2.1, respectively converting the first bit and the second bit of the feature code into 4-bit binary character strings;
s2.2, adding the two binary character strings to obtain an addressing character string;
and S2.3, comparing the addressing character strings with the address character strings corresponding to each main control system so as to divide the corresponding insurance practitioners into the corresponding main control systems.
3. The sales leader routine management guidance method according to claim 2, characterized in that: the addressing string and the address string are both 4-bit binary strings.
4. The sales leader routine management guidance method according to claim 1, characterized in that: the value range of the correction parameter is (10, 20).
5. The sales leader routine management guidance method according to claim 1, characterized in that: the evaluation coefficient ranged from (-5, 5).
6. The sales manager daily management guidance system is characterized by comprising:
the system comprises a setting module, a verification module and a verification module, wherein the setting module is used for setting a feature code for each insurance practitioner, the feature code is a six-bit code, the first bit and the second bit of the feature code are master serial numbers, the third bit is a grade serial number of the insurance practitioner, the fourth bit and the fifth bit are performance serial numbers of the insurance practitioner, and the sixth bit is a check bit serial number of the insurance practitioner;
the classification module is used for classifying the corresponding insurance practitioners into the corresponding supervisor systems according to the first and second positions of the feature codes;
an operation module used for respectively calculating the management coefficient X of each insurance practitioner based on the last four digits of the feature codesn＝[A*(10B+C)-eD]/[ln(B+C)]Wherein A is the grade number of the insurance practitioner, B and C are the performance numbers of the insurance practitioner, and D is the check digit numbers of the insurance practitioner;
a modeling module for deriving a management coefficient X for each insurance practitioner1，X2……XnDrawing corresponding coordinate points in a coordinate system, and connecting the coordinate points in sequence through a smooth curve to define a curve equation;
an evaluation module for managing the factor X at each insurance practitioner1，X2……XnRespectively carrying out derivation on the curve equation E (x) to obtain an evaluation coefficient of each insurance practitioner, judging the performance condition of each insurance practitioner according to the comparison result of the evaluation coefficient and 0, and when the evaluation coefficient is greater than 0, showing that the insurance practitioner well completes the performance without additional guidance and management; when the evaluation coefficient is less than 0, the insurance practitioner does not well complete the performance, and additional guidance and management are required.
7. The sales leader daily management guidance system according to claim 6, wherein the classification module comprises:
a transposition module for converting the first bit and the second bit of the feature code into 4-bit binary character strings, respectively;
an accumulation module for adding the two binary strings to obtain an addressing string;
and the comparison module is used for comparing the addressing character string with the address character string corresponding to each main management system so as to divide the corresponding insurance practitioner into the corresponding main management system.
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