JP2004062219A - System and method for supporting insurance agent - Google Patents

Abstract

<P>PROBLEM TO BE SOLVED: To provide a network system which gathers agent information and clinic information from an insurance agent cluster and allows individual insurance agents to use it. <P>SOLUTION: In an insurance agent support system, a managing server which transmits information to respective agent terminals through a communication network has a means of providing a web site accessed from agent terminals, a means of receiving agent information regarding the insurance agents from the agent terminals, a means of registering the received agent information in an agent information database, a means of receiving requests for agent information registered in the agent information database from the agent terminals, and a means of taking agent information out of the agent information database at a request and distributing it to the agent terminal through the web site. <P>COPYRIGHT: (C)2004,JPO

Description

[0001]
TECHNICAL FIELD OF THE INVENTION
The present invention relates to a system for supporting business activities of an insurance agent of insurance for medical institutions such as clinics.
[0002]
[Prior art]
2. Description of the Related Art Conventionally, insurance agents handling insurance for medical institutions such as clinics and hospitals generally conduct sales activities by individually visiting individual medical institutions.
[0003]
[Problems to be solved by the invention]
The present invention organizes a cluster (aggregate) composed of a plurality of insurance agents who are peers, and supports each insurance agent which is a member of the cluster to promote the sales activities. The purpose is to provide a service system. More specifically, a network system is provided in which agency information and customer information (clinic information) collected from insurance agency clusters are accumulated, and these information can be used by individual insurance agents. Further, in this system, in order to indirectly contribute to the business activities of the insurance agency, a part of this information is made available to medical institutions such as clinics.
[0004]
[Means for Solving the Problems]
In order to achieve the above object, the present invention provides the following configurations.
(1) The insurance agency support system according to claim 1 has a management server for transmitting information via a communication network with each agency terminal to execute a support service for a cluster of a plurality of insurance agents, The management server is
Means for providing a website accessed from the agency terminal;
Means for receiving agency information on the insurance agency from the agency terminal accessing the website,
Means for registering the received agency information in an agency information database;
Means for receiving a request for the agency information registered in the agency information database from the agency terminal accessing the website,
Means for extracting the agency information from the agency information database in response to the request and distributing the agency information to the agency terminal via the website.
[0005]
(2) In the system according to claim 2, the management server according to claim 1 further includes:
Means for receiving clinic information regarding the clinic that is the business target of the insurance agency from the agency terminal that accessed the website,
Means for registering the received clinic information in a clinic information database;
Means for receiving a request for the clinic information registered in the clinic information database from the agency terminal that accessed the website,
Means for extracting the clinic information from the clinic information database in response to the request and distributing the information to the agency terminal via the website.
[0006]
(3) The system according to claim 3 is the system according to claim 2, wherein the management server further comprises:
Means for receiving a request for the clinic information registered in the clinic information database from the clinic terminal accessing the website,
Means for extracting the clinic information from the clinic information database in response to the request and distributing the clinic information to the clinic terminal via the website.
[0007]
(4) The system according to claim 4 is the system according to claim 3, wherein the management server further comprises:
Means for determining whether or not distribution of the request for the clinic information is possible.
[0008]
(5) The system according to claim 5 is the system according to claim 2, wherein the management server further comprises:
Means for registering the Q & A information in a Q & A information database when the clinic information includes Q & A information;
Means for receiving a request for the Q & A information registered in the Q & A information database from the agency terminal accessing the website;
Means for extracting the Q & A information from the Q & A information database in response to the request and distributing the Q & A information to the agency terminal via the website.
[0009]
(6) The system according to claim 6 is the system according to claim 5, wherein the management server further comprises:
Means for receiving a request for the Q & A information registered in the Q & A information database from a clinic terminal accessing the website;
Means for extracting the Q & A information from the Q & A information database in response to the request and distributing the Q & A information to the clinic terminal via the website.
[0010]
(7) The insurance agent support method according to claim 7, further comprising: a management server that transmits information to each agent terminal via a communication network to execute a support service for a cluster including a plurality of insurance agents, The management server is
Providing a website accessed from the agency terminal;
Receiving agency information on the insurance agency from the agency terminal accessing the website;
Registering the received agency information in an agency information database;
Receiving a request for the agency information registered in the agency information database from the agency terminal accessing the website;
Extracting the agency information from the agency information database in response to the request and distributing the agency information to the agency terminal via the website.
[0011]
(8) The method according to claim 8 is the method according to claim 7, wherein the management server further comprises:
From the agency terminal that has accessed the website, receiving clinic information about the clinic that is the business target of the insurance agency business,
Registering the received clinic information in a clinic information database;
Receiving a request for the clinic information registered in the clinic information database from the agency terminal accessing the website;
Extracting the clinic information from the clinic information database in response to the request and distributing the clinic information to the agency terminal via the website.
[0012]
(9) The method according to claim 9 is the method according to claim 8, wherein the management server further comprises:
Receiving a request for the clinic information registered in the clinic information database from the clinic terminal accessing the website,
Extracting the clinic information from the clinic information database in response to the request and distributing the clinic information to the clinic terminal via the website.
[0013]
(10) The method according to claim 10 is the method according to claim 9, wherein the management server further comprises:
A step of determining whether or not the request for the clinic information can be distributed;
[0014]
(11) The method according to claim 11 is the method according to claim 8, wherein the management server further comprises:
Registering the Q & A information in a Q & A information database when the clinic information includes Q & A information;
Receiving a request for the Q & A information registered in the Q & A information database from the agency terminal accessing the website;
Extracting the Q & A information from the Q & A information database in response to the request and distributing the Q & A information to the agency terminal via the website.
[0015]
(12) The method according to claim 12 is the method according to claim 11, wherein the management server further comprises:
Receiving a request for the Q & A information registered in the Q & A information database from a clinic terminal accessing the website;
Extracting the Q & A information from the Q & A information database in response to the request and distributing the Q & A information to the clinic terminal via the website.
[0016]
(13) The insurance agent support program according to claim 13 provides a management server that transmits information through a communication network with each agent terminal to execute a support service for a cluster including a plurality of insurance agents.
Providing a website accessed from the agency terminal;
A function of receiving agency information on the insurance agency from the agency terminal accessing the website,
Registering the received agency information in the agency information database;
A function of receiving a request for the agency information registered in the agency information database from the agency terminal accessing the website,
A function of extracting the agency information from the agency information database in response to the request and distributing the agency information to the agency terminal via the website.
[0017]
(14) The program according to claim 14 is the program according to claim 13, further comprising:
From the agency terminal that accessed the website, a function of receiving clinic information about the clinic that is the target of sales activities of insurance agents,
A function of registering the received clinic information in a clinic information database,
A function of receiving a request for the clinic information registered in the clinic information database from the agency terminal accessing the website,
A function of extracting the clinic information from the clinic information database in response to the request and distributing the clinic information to the agency terminal via the website.
[0018]
(15) The program according to claim 15 is the program according to claim 14, further comprising:
A function of receiving a request for the clinic information registered in the clinic information database from the clinic terminal accessing the website,
A function of extracting the clinic information from the clinic information database in response to the request and distributing the information to the clinic terminal via the website.
[0019]
(16) The program according to claim 16 is the program according to claim 15, further comprising:
A function of determining whether or not the request for the clinic information can be distributed is realized.
[0020]
(17) The program according to claim 17 is the program according to claim 14, further comprising:
A function of registering the Q & A information in a Q & A information database when the clinic information includes the Q & A information;
A function of receiving a request for the Q & A information registered in the Q & A information database from the agency terminal accessing the website;
A function of extracting the Q & A information from the Q & A information database in response to the request and distributing the Q & A information to the agency terminal via the website.
[0021]
(18) The program according to claim 18 is the program according to claim 17, further comprising:
A function of receiving a request for the Q & A information registered in the Q & A information database from a clinic terminal accessing the website;
A function of extracting the Q & A information from the Q & A information database in response to the request and distributing the information to the clinic terminal via the website.
[0022]
BEST MODE FOR CARRYING OUT THE INVENTION
Hereinafter, embodiments of the present invention will be described with reference to the drawings. FIG. 1 is a schematic and schematic configuration diagram of an insurance agency support system constructed according to the present invention. An insurance agent is an agent that generally handles a plurality of insurance products from a plurality of insurance companies, and visits a medical institution such as a hospital or clinic and gives a doctor who runs the medical institution or a doctor who works at the medical institution. The company conducts sales activities to sell suitable insurance products. This system is a system that supports such sales activities of insurance agents.
[0023]
The management server 10 is installed by a cluster operator. The cluster operator organizes a cluster, which is an aggregate of a plurality of insurance agents, manages information about the cluster, and provides various services to the individual insurance agents that are members of the cluster. Run a business. The management server 10 runs on an appropriate server computer, and is a core that performs the functions of the present system. When the management server 10 is implemented, the management server 10 may include one or a plurality of servers that cooperatively execute the functions of the present system described below. For example, an application server that executes a program that implements the main functions of the present system, a database server that manages a database, a transaction server that performs transaction management, a web server that constructs a website, a DNS server and a mail server that performs network management There is. The function of the management server 10 is realized by the control unit 11 mainly including a CPU executing a program stored in a storage unit 15 including a main storage device such as a memory. Details of the main functions 11a to 11f of the management server 10 will be described later.
[0024]
The agency information database 16, the clinic information database 17, and the Q & A information database 18 are constructed in an auxiliary storage device such as a hard disk, set with predetermined information items, and store various data related to the processing of the present system. Is done. The information data stored in these databases can be searched and retrieved as needed under the control of the control unit 11. The communication unit 12 builds and manages the website 12a under the control of the control unit 11, and also connects to another computer via the communication network 50 such as the Internet (including a broadband or any communication network) via the website 12a. It has a communication function of transmitting and receiving data to and from the device.
[0025]
In addition, the management server 10 has general computer functions such as a display unit 13 having a display function and an input unit 14 having an input function.
[0026]
The agent terminal 20 is a computer installed by each insurance agent and transmitting and receiving data to and from the management server 10 via the communication network 50. The control unit 21 mainly including a CPU executes a program stored in a storage unit 25 including a main storage device such as a memory. The communication unit 22 has a communication function of transmitting and receiving data to and from another computer via the communication network 50. The agency terminal 20 has a browser function of browsing information posted on the website 12a, and can display the information on a display device of the display unit 23. In addition, data can be downloaded (received) via the communication network 50 via the website 12a, and the downloaded information can be displayed or stored in an appropriate auxiliary storage device (not shown). Further, data input by an input device such as a keyboard included in the input unit 24 can be uploaded (transmitted) to the management server 10 via the website 12a via the communication network 50.
[0027]
The clinic terminal 30 is a computer that is installed in a medical institution operated or operated by a doctor, such as a hospital or a clinic, and that transmits and receives data to and from the management server 10 via the communication network 50. The control unit 31 mainly including a CPU executes a program stored in a storage unit 35 including a main storage device such as a memory. The communication unit 32 has a communication function of transmitting and receiving data to and from another computer via the communication network 50. The clinic terminal 30 has a browser function for browsing information posted on the website 12a, and can display the information on a display device of the display unit 33. Further, data can be downloaded via the communication network 50 via the website 12a, and the downloaded information can be displayed or stored in an appropriate auxiliary storage device (not shown). Further, data input by an input device such as a keyboard provided in the input unit 34 can be uploaded to the management server 10 via the communication network 50 via the website 12a.
[0028]
FIG. 2 shows a main data flow between the management server 10 and the agency terminal 20 in the processing of the present system. Arrows D1 and D2 indicate the flow of data when the agency information transmitted from the agency terminal 20 is registered in the agency information database 16 in the agency registration function 11a of the management server 10. Arrows D3 and D4 indicate the data of the information when the information registered in the agency information database 16 is extracted and distributed in response to a request from the agency terminal 20 in the processing of the agency information distribution function 11b of the management server 10. Show the flow. The processing contents of these functions 11a and 11b will be described in detail with reference to the flowchart of FIG.
[0029]
FIG. 3 shows a flow of main data among the management server 10, the agency terminal 20, and the clinic terminal 30 accompanying the processing of the present system. Arrows D5 and D6 indicate the flow of data when the clinic information transmitted from the agency terminal 20 is registered in the clinic information database 17 in the processing of the clinic registration function 11c of the management server 10. D7 shows a data flow when the Q & A information included in the clinic information is registered in the Q & A information database 18 in the process of the Q & A information registration function 11e.
[0030]
Further, arrows D8 and D9 show the flow of data when the information registered in the clinic information database 17 is retrieved and distributed in response to a request from the agency terminal 20 in the processing of the clinic information distribution function 11d, Arrows D10 and D9 show the flow of data when the information registered in the Q & A information database 18 is extracted and distributed in response to a request from the agent terminal 20 in the process of the Q & A information distribution function 11f.
[0031]
Further, arrows D8 and D11 show the flow of data when the information registered in the clinic information database 17 is retrieved and distributed in the processing of the clinic information distribution function 11d in response to a request from the clinic terminal 30, Arrows D10 and D11 show the flow of data when the information registered in the Q & A information database 18 is extracted and distributed in response to a request from the clinic terminal 30 in the processing of the Q & A information distribution function 11f.
[0032]
The processing contents of the functions 11c to 11d of the management server 10 in FIG. 3 will be described in detail with reference to the flowcharts of FIGS.
[0033]
4 to 6 are flowcharts schematically showing an example of a processing flow by the management server 10 in the present system.
[0034]
FIG. 4 mainly shows a registration process of the agency terminal 20 and a data request process for the agency information database 16. Steps 100 to 114 in FIG. 4 will be described.
[0035]
Step 100: When the agency or the clinic intends to receive the service by the present system, the agency terminal 20 or the clinic terminal 30 accesses the website 12a constructed by the management server 10 via the communication network 50. At this stage, the agency or clinic may be registered or unregistered. When there is access to the website 12a, the management server 10 requests each of the terminals 20, 30 to select the target service content by displaying a predetermined guide on the web page. For example, first, in order to determine whether the accessed terminal is the agency terminal 20 or the clinic terminal 30, a question of "Is it an agency?" Displays a select button. Selection data is input by clicking one of the selection buttons on the terminals 20 and 30 with a mouse or the like. The management server 10 receiving the selection data shifts the web pages displayed on the terminals 20 and 30 to a web page configured for an agency or a web page configured for a clinic, respectively. That is, if it is determined in step 100 that the access is made by the agency terminal 20, the process proceeds to step 101. When it is determined that the access is performed by the clinic terminal 30, the process proceeds to FIG.
[0036]
Step 101: Next, it is determined whether the accessed agency terminal 20 is registered or unregistered. For example, a message “Please enter ID number” and an ID number input field are displayed on a web page, and a message “Please register if you have not registered” and a selection button are displayed. The ID number is a unique identification number given to a registered agency. The agency terminal 20 inputs the ID number if it has already been registered, and selects an unregistered selection button if it has not been registered.
[0037]
Step 102: When the management server 10 receives the selection data indicating that it is not registered, the management server 10 displays an “agency entry form” on a web page. FIG. 7 is a diagram schematically illustrating an example of a display screen of the agency input form, in which various information regarding the agency is input. The agency terminal 20 inputs data appropriately in each field of the input form. The “No.” column is left blank because an ID number has not been assigned to an unregistered agency yet. This input form is also used when data is changed after registration.
[0038]
Step 103: The management server 10 receives the input data relating to the agency from the agency terminal 20 (corresponding to the arrow D1 in FIG. 2). It is checked whether the received data is correct, for example, whether required input items are missing.
[0039]
Step 104: The management server 10 assigns an ID number to the new agency, and transmits data for notifying registration completion to the agency terminal 20 together with the ID number. That is, it is displayed on a web page. The next time the registered agency accesses the website 12a, it will be authenticated using the assigned ID number.
[0040]
Step 105: The management server 10 registers the new agency information in the agency information database 16 (corresponding to the arrow D2 in FIG. 2). The agency information database 16 is provided with, for example, information item fields corresponding to the respective input items of the input form in FIG. 7, and data is stored in each field. Under the control of the management server 10, the agency information database 16 can perform statistical processing on the data of each stored information item, and can extract and edit only necessary data. The same applies to the following databases.
[0041]
Step 111: In the case of a registered agency in step 101, an ID number is input from the agency terminal 20. The management server 10 refers to the agency information database 16 based on the received ID number, and confirms that it is a valid registrant by collating.
[0042]
Step 112: Next, the management server 10 determines what service content the agency terminal 20 is requesting. For example, a message "Please select the desired service content" on a web page and service content selection buttons such as "Agency information", "Clinic registration", "Clinic information", "Q & A information", Is displayed. When the agency terminal 20 selects “agency information”, the agency terminal 20 determines that the request is for data registered in the agency information database 16, and proceeds to step 113. Otherwise, proceed to FIG.
[0043]
Step 113: The management server 10 requests the agency terminal 20 to select a more specific request content. For example, a message "Please select desired information" and selection buttons such as "Area information", "Employment history information", "Specialty field information", and "Handling insurance company information" are displayed on a web page. The management server 10 receives the selected data from the agency terminal 20, and extracts the data from the agency information database 16 (arrow D3 in FIG. 2). For example, in the case of “area information”, the agency information is classified and edited based on the data of the information item of “main business area”. In the case of “handled insurance company information”, the agency information is classified and edited based on the data of the information item of “handled insurance company name”.
[0044]
Step 114: The management server 10 distributes the data obtained from the agency information database 16 to the agency terminal 20 by displaying the data on a web page (arrow D4 in FIG. 2). The agency terminal 20 may only browse the data displayed on the web page, or may download and store the data in an appropriate storage device. For example, in the case of "area information", information on an agency whose market is each area can be obtained, and can be used to avoid competition with another agency. Also, the "work history information" and "specialty field information" can be used for sharing knowledge, personal connections, and the like with other agents. In addition, the "insurance company information" can be used by knowing the insurance company handled by each agency so that information on the agency handling another insurance company can be obtained. In this way, the agency terminal 20 can browse the statistically edited data for each information item. Of course, it is also possible to browse unedited data as input as shown in FIG.
[0045]
Next, the flowchart of FIG. 5 will be described.
Step 200: When “clinic registration” is selected in step 112 of FIG. 4, the process proceeds to step 201, and when any other is selected, the process proceeds to step 206.
Step 201: The management server 10 displays a "clinic input form" on the web page for the selected data of "clinic registration". FIG. 8 is a diagram schematically illustrating an example of a display screen of the clinic input form, in which various information regarding the clinic is input. Note that the agency inputs information on the clinic that is the target of the sales activity with the approval of the clinic. For example, when visiting a clinic in a sales activity, detailed information on the clinic is acquired. The agency terminal 20 inputs data appropriately in each field of the input form. In particular, in the item of "Q &A", a question from a doctor regarding medical management, medical information, medical insurance, and the like, and the content of an answer to the question by the agency are recorded. The agency attends a medical management course set by the cluster operator or receives medical management information from the cluster operator so that the agent can answer questions from doctors. By Q & A between the doctor and the agency, a close trust relationship between the doctor and the agency can be established, and the business effect (the doctor's insurance coverage) is promoted. The “No.” column is left blank because an ID number is not assigned to an unregistered clinic. This input form is also used when data is changed after registration.
[0046]
Step 202: The management server 10 receives the input data regarding the clinic from the agency terminal 20 (corresponding to the arrow D5 in FIG. 5). It is checked whether the received data is correct, for example, whether required input items are missing.
[0047]
Step 203: The management server 10 assigns an ID number to the new clinic, and transmits data for notifying registration completion together with the ID number to the agency terminal 20. That is, it is displayed on a web page. Upon request of the clinic, the agency notifies the clinic of the assigned ID number. The clinic can access the website 12a from the clinic terminal 30 using the ID number. This will be described with reference to FIG.
[0048]
Step 204: The management server 10 registers the new clinic information in the clinic information database 17 (corresponding to the arrow D6 in FIG. 5). The clinic information database 17 is provided with, for example, information item fields corresponding to the respective input items of the input form in FIG. 8, and data is stored in each field.
[0049]
Step 205: The management server 10 particularly extracts Q & A information from the new clinic information and registers it in the Q & A information database 18 (D7 in FIG. 5). This is because the Q & A information is particularly useful and has a high degree of use, so that it is efficient to manage it as a separate database. Although the structure of the Q & A information database can be variously considered, for example, it is preferable that the Q & A information database is hierarchically classified and stored according to the type of question, or is searchable by a keyword.
[0050]
Step 206: When “clinic information” is selected by the agency terminal 20, the process proceeds to step 207, and when any other is selected, the process proceeds to step 209.
[0051]
Step 207: The management server 10 requests the agency terminal 20 to select a more specific request content. For example, a message "Please select desired information" and selection buttons such as "medical subject information", "location information", and "number of patients" are displayed on a web page. The management server 10 receives the selected data from the agency terminal 20, and extracts the data from the clinic information database 17 (arrow D8 in FIG. 5). For example, in the case of “medical subject information”, the medical office information is classified and edited based on the data of the information item of “medical subject”. If it is “location information”, the clinic information is classified and edited based on the data of the information item of “address”.
[0052]
Step 208: The management server 10 distributes the data obtained from the clinic information database 17 to the agency terminal 20 by displaying the data on a web page (arrow D9 in FIG. 5). The agency terminal 20 may only browse the data displayed on the web page, or may download and store the data in an appropriate storage device. As described above, by collecting and distributing more detailed data of clinics, it is possible to provide appropriate sales advice to the agency.
[0053]
Step 209: If “Q & A information” is selected by the agency terminal 20, the process proceeds to step 210; otherwise, the process proceeds to step 212.
[0054]
Step 210: The management server 10 requests the agency terminal 20 to select a more specific request content. For example, a message "Please select desired information" and selection buttons for "medical management Q & A information", "medical insurance Q & A information", "medical general Q & A information", etc. are displayed on a web page. The management server 10 receives the selected data from the agency terminal 20, and extracts the data from the Q & A information database 18 (arrow D10 in FIG. 5). For example, in the case of “medical management Q & A information”, Q & A data classified into the “medical management” category in the Q & A information database 18 is extracted.
[0055]
Step 211: The management server 10 distributes the data obtained from the Q & A information database 18 to the agency terminal 20 by displaying the data on a web page (arrow D9 in FIG. 5). The agency terminal 20 may only browse the data displayed on the web page, or may download and store the data in an appropriate storage device.
[0056]
Step 212: When the service content selected by the agency terminal 20 is other than the above, the management server 10 executes an arbitrary process corresponding to the service content.
[0057]
FIG. 6 is a flowchart of a process when an access is made from the clinic terminal 30 in step 100 of FIG.
[0058]
Step 300: The management server 10 determines what kind of service content the clinic terminal 30 requests. For example, a message "Please select desired information" and a service content selection button such as "clinic information" and "Q & A information" are displayed on a web page. The clinic terminal 30 selects a desired service. If “clinic information” is selected, it is determined that the request is a data request for the clinic information database 17, and the process proceeds to step 301. If any other is selected, the process proceeds to step 304.
[0059]
Step 301: If the request is a data request for the clinic information database 17, the management server 10 requests the clinic terminal 30 to select a more specific request content. For example, a message “Please select desired information” and selection buttons such as “Request for staff recruitment”, “Clinical subject”, “Request for cooperative clinic” are displayed on the web page. When receiving the selection data from the clinic terminal 30, the management server 10 determines whether or not the requested information can be distributed to the clinic. Some of the information in the clinic information database 17 is inconvenient to be disclosed to clinics who are peers, so this is determined. As the determination means, for example, an information item that can be distributed by a cluster operator may be set in advance, or distribution may or may not be determined according to the stored actual data content. If distribution is not possible, a notification to that effect is sent to the clinic terminal 30, and the process is terminated.
[0060]
Step 302: If the requested information can be distributed, the management server 10 extracts data from the clinic information database 17 (D8 in FIG. 5).
[0061]
Step 303: The management server 10 distributes the data obtained from the clinic information database 17 to the clinic terminal 30 by displaying the data on a web page (arrow D11 in FIG. 5). The clinic terminal 30 may only browse the data displayed on the web page, or may download and store the data in an appropriate storage device.
[0062]
Step 304: If “Q & A information” is selected by the clinic terminal 30, the process proceeds to step 305; otherwise, the process proceeds to step 307.
[0063]
Step 305: The management server 10 requests the clinic terminal 30 for more specific request contents. For example, a message "Please select desired information" and selection buttons for "medical management Q & A information", "medical insurance Q & A information", "medical administration Q & A information", etc. are displayed on a web page. The management server 10 receives the selected data from the clinic terminal 30, and extracts the data from the Q & A information database 18 (arrow D10 in FIG. 5).
[0064]
Step 306: The management server 10 distributes the data obtained from the Q & A information database 18 to the clinic terminal 30 by displaying the data on a web page (arrow D11 in FIG. 5). The clinic terminal 30 may only browse the data displayed on the web page, or may download and store the data in an appropriate storage device. The worries of doctors involved in the management of clinics are often common to other doctors, and the Q & A information is extremely useful data.
[0065]
Step 307: When the service content selected by the clinic terminal 30 is other than the above, the management server 10 executes an arbitrary process corresponding thereto.
[0066]
In an example of the above-described embodiment of the present system, the agency collects the clinic information obtained in the sales activities and creates a database, and the agency and the clinic basically share and use the database information. ing. The database is not limited to one created from the information collected from the agency, but may include one created by the cluster operator.
[0067]
【The invention's effect】
In the insurance agent support system according to the present invention, it is possible to provide a service by collecting, accumulating and distributing information via a communication network to a group of insurance agents handling medical insurance.
By using the agency information database, it is possible to resolve conflicts in the sales activities of the agencies, share knowledge and personal connections, and to improve the efficiency of the sales activities. By using the clinic information database and the Q & A information database, smooth sales activities can be developed and a favorable relationship between the agency and the clinic can be established.
[Brief description of the drawings]
FIG. 1 is a schematic and schematic configuration diagram of an insurance agent support system constructed according to the present invention.
FIG. 2 shows a main data flow between the management server 10 and the agency terminal 20 in the processing of the present system.
FIG. 3 shows a flow of main data among a management server 10, an agency terminal 20, and a clinic terminal 30 during processing of the present system.
FIG. 4 is a flowchart schematically showing an example of a processing flow by a management server 10 in the present system.
FIG. 5 is a flowchart schematically showing an example of a processing flow by a management server 10 in the present system.
FIG. 6 is a flowchart schematically showing an example of a processing flow by a management server 10 in the present system.
FIG. 7 is a diagram schematically showing an example of a display screen of an agency input form.
FIG. 8 is a diagram schematically showing an example of a display screen of a clinic input form.
[Explanation of symbols]
10 Management server
11 Management server control unit
12 Management server communication section
13 Management server display
14 Management server input section
15 Management server storage
16 Agency Information Database
17 Clinic information database
18 Q & A information database
20 Agency terminal
21 Agent terminal control unit
22 Agency Terminal Communication Department
23 Agency terminal display
24 Agency terminal input section
25 Agent terminal storage unit
30 Clinic terminal
31 Clinic terminal control unit
32 Clinic terminal communication unit
33 Clinic terminal display
34 Clinic terminal input section
35 Clinic terminal storage unit
50 Communication Network

Claims (18)

In an insurance agency support system having a management server for transmitting information via a communication network with each agency terminal to execute a support service for a cluster including a plurality of insurance agencies, the management server includes:
Means for providing a website accessed from the agency terminal;
Means for receiving agency information on the insurance agency from the agency terminal accessing the website,
Means for registering the received agency information in an agency information database;
Means for receiving a request for the agency information registered in the agency information database from the agency terminal accessing the website,
Means for extracting the agency information from the agency information database in response to the request and distributing the agency information to the agency terminal via the website. The management server further comprises:
Means for receiving clinic information regarding the clinic that is the business target of the insurance agency from the agency terminal that accessed the website,
Means for registering the received clinic information in a clinic information database;
Means for receiving a request for the clinic information registered in the clinic information database from the agency terminal that accessed the website,
2. The insurance agency support system according to claim 1, further comprising means for extracting the clinic information from the clinic information database in response to the request and distributing the clinic information to the agency terminal via the website. . The management server further comprises:
Means for receiving a request for the clinic information registered in the clinic information database from the clinic terminal accessing the website,
3. The insurance agency support system according to claim 2, further comprising: means for extracting the clinic information from the clinic information database in response to the request and distributing the clinic information to the clinic terminal via the website. . The management server further comprises:
4. The insurance agency support system according to claim 3, further comprising means for determining whether or not distribution of the request for the clinic information is possible. The management server further comprises:
Means for registering the Q & A information in a Q & A information database when the clinic information includes Q & A information;
Means for receiving a request for the Q & A information registered in the Q & A information database from the agency terminal accessing the website;
3. The insurance agency support system according to claim 2, further comprising: means for extracting the Q & A information from the Q & A information database in response to the request and distributing the Q & A information to the agency terminal via the website. The management server further comprises:
Means for receiving a request for the Q & A information registered in the Q & A information database from a clinic terminal accessing the website;
6. The insurance agency support system according to claim 5, further comprising means for extracting the Q & A information from the Q & A information database in response to the request and distributing the Q & A information to the clinic terminal via the website. In an insurance agent support method having a management server for transmitting information via a communication network with each agent terminal to execute a support service for a cluster of a plurality of insurance agents, the management server includes:
Providing a website accessed from the agency terminal;
Receiving agency information on the insurance agency from the agency terminal accessing the website;
Registering the received agency information in an agency information database;
Receiving a request for the agency information registered in the agency information database from the agency terminal accessing the website;
Retrieving the agency information from the agency information database in response to the request and distributing the agency information to the agency terminal via the website. The management server further comprises:
From the agency terminal that has accessed the website, receiving clinic information about the clinic that is the business target of the insurance agency business,
Registering the received clinic information in a clinic information database;
Receiving a request for the clinic information registered in the clinic information database from the agency terminal accessing the website;
The insurance office support method according to claim 7, further comprising the step of extracting the office information from the office information database in response to the request and distributing the office information to the agent terminal via the website. . The management server further comprises:
Receiving a request for the clinic information registered in the clinic information database from the clinic terminal accessing the website,
9. A method according to claim 8, further comprising the step of: extracting the clinic information from the clinic information database in response to the request and distributing the clinic information to the clinic terminal via the website. . The management server further comprises:
10. The insurance agency support method according to claim 9, further comprising a step of determining whether or not distribution of the request for the clinic information is possible. The management server further comprises:
Registering the Q & A information in a Q & A information database when the clinic information includes Q & A information;
Receiving a request for the Q & A information registered in the Q & A information database from the agency terminal accessing the website;
9. The insurance agency support method according to claim 8, further comprising: extracting the Q & A information from the Q & A information database in response to the request and distributing the Q & A information to the agency terminal via the website. The management server further comprises:
Receiving a request for the Q & A information registered in the Q & A information database from a clinic terminal accessing the website;
Picking up the Q & A information from the Q & A information database in response to the request and distributing the Q & A information to the clinic terminal via the website. A management server that transmits information via a communication network with each agent terminal to execute a support service for a cluster of insurance agents,
Providing a website accessed from the agency terminal;
A function of receiving agency information on the insurance agency from the agency terminal accessing the website,
Registering the received agency information in the agency information database;
A function of receiving a request for the agency information registered in the agency information database from the agency terminal accessing the website,
An insurance agency support program for realizing a function of extracting the agency information from the agency information database in response to the request and distributing the agency information to the agency terminal via the website. Further for the management server,
From the agency terminal that accessed the website, a function of receiving clinic information about the clinic that is the target of sales activities of insurance agents,
A function of registering the received clinic information in a clinic information database,
A function of receiving a request for the clinic information registered in the clinic information database from the agency terminal accessing the website,
14. The insurance agency support according to claim 13, wherein a function of extracting the clinic information from the clinic information database in response to the request and distributing the clinic information to the agency terminal via the website is realized. program. Further for the management server,
A function of receiving a request for the clinic information registered in the clinic information database from the clinic terminal accessing the website,
The insurance agency support according to claim 14, wherein a function of extracting the clinic information from the clinic information database in response to the request and distributing the clinic information to the clinic terminal via the website is realized. program. Further for the management server,
16. The insurance agent support program according to claim 15, wherein a function of determining whether distribution is possible with respect to the request for the clinic information is realized. Further for the management server,
A function of registering the Q & A information in a Q & A information database when the clinic information includes the Q & A information;
A function of receiving a request for the Q & A information registered in the Q & A information database from the agency terminal accessing the website;
15. The insurance agency support program according to claim 14, wherein a function of extracting the Q & A information from the Q & A information database in response to the request and distributing the Q & A information to the agency terminal via the website is realized. Further for the management server,
A function of receiving a request for the Q & A information registered in the Q & A information database from a clinic terminal accessing the website;
18. The insurance agency support program according to claim 17, wherein a function of extracting the Q & A information from the Q & A information database in response to the request and distributing the Q & A information to the clinic terminal via the website is realized.

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