JP3095192U - Insurance application form - Google Patents

Abstract

(57) [Summary] [Problem] To clarify important entry items and to make them enter in an interactive manner, thereby preventing entry errors and making the entry form accurate. An application form 1 includes a customer information entry section 10 provided at an upper portion of the application form 1 and a customer information entry section 1.
0, and an insurance information interrogation unit 2 which is lower than the customer information entry unit 10 and which is lower than 0.
The insurance information entry unit 30 is provided on the right side of 0, and the insurance information inquiry unit 20 and the questionnaire entry unit 40 disposed below the insurance information entry unit 30. In the customer information entry section 10, information on the customer is entered. In the insurance information question section 20, a question item for acquiring insurance information regarding insurance is described. In the insurance information entry section 30, insurance information corresponding to each question item described in the insurance information inquiry section 20 is entered. In the questionnaire entry section 40, a questionnaire for the customer is entered.

Description

[Detailed description of the device]

[0001]

[Technical field to which the device belongs]

  The present invention relates to an insurance application form. This invention is especially useful when applying for insurance. Regarding application forms that can be submitted.

[0002]

[Prior art]

  After the shift to deregulation of automobile insurance, the product content became complicated, and risk-divided products and various Information needed to conclude insurance contracts, such as the sale of special contracts, has increased significantly compared to conventional products. There is. When applying for insurance for such diversified insurance products, the same application Paper is used (for example, Non-Patent Document 1).

[0003]

[Non-Patent Document 1]           Mitsui Sumitomo Insurance Co., Ltd., automobile insurance application (and contract statement) Revised October 2002

[0004]

[Problems to be solved by the device]

  However, there are various products and contract methods in car insurance, and the items necessary for them are Since all of them are provided on the same application form, the number of items on the application form is increasing. Well In addition, there are also questionnaire items to be filled out in the application form, which are arranged without distinction. In addition, the number of items increased, giving an intimidating feeling to the person who filled out the form. In addition, each entry is the insurance Since it is not clear whether it is essential for the product, it may lead to entry errors and result in May result in a decline in contractor services, such as a delay in issuing securities due to internal processing delays? There was a fear Also, complete the required items to apply for an insurance contract It takes time to complete, and there is also the aspect that the contractor cannot accurately grasp the contract details after filling in there were.

[0005]   Therefore, the present invention provides an insurance application form that can solve the above problems. The porpose is to do. This purpose is stated in the independent paragraph in the scope of utility model registration claims. It is achieved by the combination of the characteristics of. Further, the dependent claims are further advantageous embodiments of the present invention. An example is specified.

[0006]

[Means for Solving the Problems]

  That is, according to the first aspect of the present invention, it is an application form for applying for insurance. , The application form is provided at the top of the application form in the direction that the application form will be filled, Customer information entry section where customer information regarding is entered, and for application rather than customer information entry section There is a question item on the bottom of the paper to get insurance information about insurance. Below the written insurance information inquiry section and customer information entry section, It is provided on the right side of the question in the insurance information question section and the quality written in the insurance information question section An insurance information entry section in which insurance information is entered for each question item.

[0007]   The application form should be below the insurance information inquiry section and insurance information entry section. We also have a questionnaire entry section that is placed in the department and fills in the questionnaire to the customer You can get it. In addition, the application form is based on the insurance information. Questions that may not be necessary to fill in insurance information for the questions placed at the bottom For the eyes, the insurance information entry section for the question item is below the question item application form. It may be arranged in parts. In addition, the insurance information inquiry section identifies major items regarding insurance. The main item question section for A small item question section for specifying small items that are subdivided from large items You may have.

[0008]   The insurance information entry section of the application form provides information about automobiles regarding insurance information. It has an automobile information entry section where multiple items are entered. A plurality of items may be arranged based on the inspection certificate. Furthermore, the quality of the application form The question item may be accompanied by a graphic representing the contents of insurance.

[0009]   Note that the above outline of the invention does not enumerate all the necessary features of the invention. , Sub-combinations of these features can also be devised.

[0010]

[Embodiment of device]

  Hereinafter, the present invention will be described through embodiments of the invention, but the following embodiments are practical. The invention according to the claims for new model registration is not limited and explained in the embodiments. Not all combinations of the disclosed features are essential for the solution of the invention. Yes.

[0011]   FIG. 1 is an overall view of an insurance application form 1 according to this embodiment. Application form 1 is Customer information entry section 10 provided at the top of application form 1 and customer information entry section 1 0 and the insurance information inquiry section 20 provided on the left side of the lower part of the application form 1 The insurance information inquiry section 20 is located below the customer information entry section 10 in the application form 1. Insurance information entry section 30 and insurance information inquiry section provided on the right side of application form 1 Answers placed at the bottom of application form 1 rather than 20 and insurance information entry section 30 And a writing section 40. The application form 1 of the present invention clarifies important entries. In addition, by letting you fill in interactively, you can prevent omissions and errors in entry, The purpose is to be able to complete an accurate application form and to shorten the time required to complete it. Implementation The insurance application form 1 according to the embodiment is used for automobile insurance as an example of insurance. Since Below, the application form 1 of the present embodiment will be described using an example used for application for automobile insurance. .

[0012]   Information about the customer is entered in the customer information entry section 10. Insurance information question section 2 In 0, a question item for acquiring insurance information about insurance is described. Insurance information The report entry section 30 has insurance corresponding to each question item described in the insurance information question section 20. Information is filled in. A questionnaire for the customer is entered in the questionnaire entry section 40. To be done.

[0013]   Since the application form 1 is constructed as described above, Items required to fill in the items will be arranged. As a result, on the application form 1 In the case of sequentially filling in from the items below to the items below, is it an important item for making a contract? Will be filled in first. Therefore, be sure to fill in the important items on the application form 1. You can In addition, the application form 1 is provided with the insurance information inquiry section 20, Compared to the conventional application form with only columns, the contents to be filled are clearly instructed to the customer, so The application form 1 can make the customer surely fill in necessary items.

[0014]   FIG. 2 is a partially enlarged view of the customer information writing unit 10. Customer information entry section 10 It has an inquiry sentence 12 and a representational drawing 14. The customer information entry section 10 contains information about customers. As information, for example, information such as contractor's name, contractor's address, insurance premium transfer designated account, etc. Will be filled in. Question sentence 12 is a question sentence that draws out the information to be filled out from the writer. is there. The question text 12 includes, for example, "Insurance applicant (contractor)" Please fill in. A sentence such as “” is described. Representation drawing 14 is a question sentence 12 Is a drawing which is added to the beginning of the sentence and represents the content of the application form 1. Implementation shown in FIG. In the form, the representational picture 14 is a self-representational picture representing the contents of the main application form 1. It is a moving car.

[0015]   Since the question sentence 12 is described in the application form 1, the application form 1 is The information to be filled out can be reliably retrieved from the person who filled in. Table at the beginning of question sentence 12 By adding the graphic 14, the position of the question and the corresponding answer field are clear Becomes In addition, the representation graphic 14 is a graphic representation of the contents of the application form 1. At first glance, it was found that it was an application form for automobile insurance, and the paperwork was swiftly performed. It is possible to give the customer a sense of security.

[0016]   FIG. 3 is a schematic diagram of the insurance information inquiry unit 20. Insurance information inquiry section 20 Subsections that are placed below the question section 22 and the large-item question section 22 in the application form 1 It has an eye inquiry unit 26. The large-item question section 22 includes representational drawings 220, 224, 230. , Question sentence 222, branch question sentence 226, branch question answer section 228, and post-branch question sentence 232 and identifies major items for insurance. For example, car insurance application form , The major items are the insurance period and the car insurance contract that was previously enrolled. Confirm the details of the previous contract and the details of sub-items such as automobiles that are subject to compensation The necessary items will be arranged.

[0017]   The representation graphic 220 is added to the beginning of the question sentence 222, and the representation graphic 224 is branched. The representation graphic 230 is added to the beginning of the question sentence 226, and the representation graphic 230 is the beginning of the post-branching question sentence 232. The contents of application form 1 are represented. The question sentence 222 is written to the person who filled it out. It is a question sentence that draws out the information to be entered. The branch question sentence 226 is based on the insurance information. It is a question sentence that may not be necessary to enter insurance information thereafter. Branch question answer section 2 28 is an answer column for the branch question sentence 226, and is an application form for the branch question sentence 226. It is arranged in the lower part of 1. The post-branch question sentence 232 is the statement of the branch question answering unit 228. In the branch question sentence 226, which is arranged at the lower part of the inclusion sheet 1, the insurance information This is a question sentence that should be answered when it becomes necessary to fill it out.

[0018]   The small item question section 26 includes a representational drawing 260 and a small item question section 262 for insurance. Specify small items that are more detailed than the large items. Question sentence 222, branch question Answer to the sentence 226, the post-branch question sentence 232, and the sub-item question section 262, respectively. Precautions when filling in may be written.

[0019]   The small item question section 26 should be placed at the bottom of the application form 1 of the large item question section 22. From the top to the bottom of the question items in the application form 1 of the insurance information question section 20 When responding sequentially, it becomes a logical sequence of question items with a storyline . Therefore, the application form 1 makes it easy for the writers, such as customers, to understand the content of the question and answer it. The time required to complete the entry can be shortened. In addition, the branch question sentence 22 By arranging the branch question answering section 228 at the bottom of the application form 1 of 6, Answers compared to filling in an area where a number of answers are written closer to other answers Is emphasized. Therefore, important information can be found immediately, and paperwork can be processed quickly. It can be done quickly.

[0020]   Further, a question sentence that may be unnecessary to enter the insurance information thereafter is a branch question sentence 22. The application form 1 is written to the person who completed it by placing it at the bottom of the application form 1 of 6. By clearly indicating the question items that do not need to be entered and completing the important items on Application Form 1 The time required can be shortened. For example, in the car insurance application form, There is an insurance contract or mutual aid contract in which the same insured vehicle is covered in If you are unable to undertake a new contract, ask questions to confirm that Is clearly shown and placed at the top of the application form.

[0021]   FIG. 4 is a schematic diagram of the insurance information entry unit 30. The insurance information entry section 30 includes insurance An entry field for insurance information corresponding to each question sentence written in the information question section 20 is provided. Each entry field is on the right side of each corresponding question item of the insurance information question section 20, The application forms 1 are arranged at substantially the same position in the vertical direction. This allows insurance information The entry fields corresponding to each question item of the question section 20 become clear. Therefore, for the question Fill out in a so-called interactive format, in which the process is repeated while repeating the response work. By doing so, it is possible to prevent omission of the required items.

[0022]   The insurance information writing unit 30 has an automobile information writing unit 34. Car information entry section 3 A plurality of items 4 regarding automobiles are entered as information regarding insurance. Further The vehicle information entry section 34 is for entry corresponding to a plurality of items based on the vehicle inspection certificate. The columns are arranged.

[0023]   Each item of the automobile information entry section 34 has almost the same arrangement as the automobile inspection certificate. This makes it easier for customers to understand the correspondence between the contents to be filled and the fields to be filled. Wear. Therefore, shorten the time required to complete the required items on Application Form 1. You can In addition, the application form 1 allows the customer to easily confirm the contract details after the contract. Can be made.

[0024]   FIG. 5 is a partial view of the questionnaire entry unit 40. The questionnaire entry section 40 is It is placed at the bottom of the application form 1 than the risk information inquiry section 20 and insurance information entry section 30. Be done. In the questionnaire entry section 40, for example, as a questionnaire to the customer, It is not necessary in terms of contract such as date, sex, spouse, occupation, etc. Information to be collected as business materials is entered. Questionnaire entry section 40 is insurance Since the application form 1 is placed below the information entry part 30, the application form 1 is of higher importance. The insurance information can be entered in the insurance information entry field 30 first. In addition, fill out By collecting the items that can be omitted in the questionnaire entry section 40, If you do not want to fill in the entry section 40, complete the important items on the application form 1 It is possible to further shorten the time required to complete.

[0025]   The present invention has been described above by using the embodiments. However, the technical scope of the present invention is the above-mentioned embodiment. It is not limited to the range described in the form. Various modifications or improvements can be made to the above embodiment. Can be added. The form in which such changes or improvements are made is also a technical aspect of the present invention. It is clear from the description of the scope of claims for utility model that it can be included in the scope.

[Brief description of drawings]

FIG. 1 is an overall schematic diagram of an insurance application form 1 according to the present embodiment.

FIG. 2 is a schematic diagram of a customer information entry unit 10.

FIG. 3 is a schematic diagram of an insurance information inquiry section 20.

FIG. 4 is a schematic diagram of an insurance information entry unit 30.

FIG. 5 is a schematic diagram of a questionnaire entry unit 40.

[Explanation of symbols]

10 Customer Information Entry Section, 12 Question Text, 14 Representation Drawing, 20 Insurance Information Question Section, 22 Major Item Question Section, 26
Sub-item question section, 30 insurance information entry section, 34 automobile information entry section, 40 questionnaire entry section, 220 representation picture, 222 question text, 224 representation picture, 226 branch question text, 228 branch question answer section, 230 representation picture, 2
32 question text after branching, 260 symbolic drawings, 262 question text

Claims (6)

[Scope of utility model registration request] 1. An application form for applying for insurance, which is provided at the top of the application form in the direction in which the application form is filled, and a customer information entry section for entering customer information about a customer, and the customer. An insurance information inquiry section provided below the information entry section in the application form, in which question items for obtaining insurance information regarding insurance are described, and an insurance information inquiry section below the customer information entry section in the application form An application form provided on the right side of the question in the insurance information question section, and an insurance information entry section in which the insurance information is entered for the question item described in the insurance information question section. 2. The questionnaire fill-in section, which is arranged below the insurance information inquiry section and the insurance information entry section in the application form, and in which a questionnaire for the customer is entered, is further provided. Application form described. 3. Based on the insurance information, regarding the question items that may not be required to be filled in with the insurance information for the question items arranged at the bottom of the application form,
The application form according to claim 1, wherein the insurance information entry section for the question item is arranged at a lower portion of the application form for the question item. 4. The insurance information inquiry section is arranged at a lower part of the application form than the large item inquiry section for specifying a large item for the insurance, and the large item inquiry section for the insurance. The application form according to claim 1, further comprising a sub-item question section for specifying sub-items that have been subdivided. 5. The insurance information entry unit has an automobile information entry unit in which a plurality of items related to an automobile are entered as information regarding the insurance, and the automobile information entry unit includes the plurality of items based on an automobile inspection certificate. The application form according to claim 1, wherein items are arranged. 6. The question item includes a graphic representing the contents of the insurance.
Application form described in.