KR20030017314A - Achievement information control method for a sales agency of Insurance Corporation - Google Patents

Abstract

PURPOSE: A method for managing the accomplishment information of an incorporated business agent is provided to classify the confirmed information into each accomplishment by comparing the accomplishment information with the original insurance receiving company information, and to calculate a commission automatically and correctly by collecting the accomplishment of an insurance collector. CONSTITUTION: An accomplishment processor decides the original insurance receiving company of transmitting side by detecting the accomplishment information of the incorporated business agent. A controller selects and extracts a document file corresponding to the original insurance receiving company and applies it to the accomplishment processor, and the accomplishment processor reconfigures the accomplishment information by combining the document file and the accomplishment information(S21). The controller extracts the contract information, the customer information and commission information(S22,S23). The controller compares the extracted information with the accomplishment information(S24). The accomplishment processor calculates the commission by collecting the accomplishment of each customer collector and stores the calculation result(S27,S28).

Description

Achievement information control method for a sales agency of Insurance Corporation}

The present invention relates to a method of managing performance information of a corporate sales agent, and more specifically, to accurately count the commissions paid in accordance with the performance of the underwriter. It relates to a method of managing performance information of a corporate sales agent capable of calculating.

1 is a block diagram showing a work system of a general insurance business.

Reference numeral 1 is a customer recruiter, 2 is a corporate sales agent, and 3 is an insurance agent.

The customer recruiter (1) secures customers through sales activities, the corporate sales agent (2) receives commissioned sales of insurance products, and the insurance agent (3) pays a certain amount of money to the contract by the customer. If you lose money during the specified period, you pay the premium.

The above name is a term for the insurance agent as an insurance recruiter in the insurance industry, and the insurance company as the general insurance agent. In this specification, the present invention will be described using the above-mentioned name commonly used in the insurance industry.

Typically, when a customer recruiter 1 contacts a customer through a sales activity, the customer requests a quote for an insurance company's product. Therefore, the customer recruiter (1) requests the quotation of each insurance agent (3) in which the insurance product is released through the corporate sales agent (2). And each insurance agent (3) to be sent back to the customer in the reverse order quote.

And when the customer selects the insurance agent (3) to fill out the offer, the written offer is received by the insurance agent (3) through the corporate sales agent (2). The insurance agent (3), upon receipt of the offer, examines the offer and registers it in its own computer network. The corporate sales agent (2) stores and manages customer information in the DB of its own system.

The corporation sales agent (2) registers the contract information sent in accordance with the underwriting decision of the insurance agent (3) in its own contract information database and changes the information on the status of insurance premium payment, insurance termination and other endorsements. Update frequently and save.

2 is a flowchart illustrating a conventional fee calculation and information update method.

The insurance sales agent commissions the insurance premium payment or insurance termination and endorsement of the customer and delivers it to the insurance agent investigation (3) and inputs it into its own information DB (S11).

Subsequently, the corporate sales agent (2) receives a list of commissions issued by the insurance agent (3) when the time for payment of the fees paid according to the outcome of the contract performance of the customer recruiter (1) approaches (S12). Here, the commission is a performance pay that is paid in accordance with the performance of attracting customers or corporate sales agents, and is calculated by multiplying the commission rate classified into each class and the amount of performance or the number of performances based on the performance of the customer recruiters and corporate sales agents. .

In addition, the list of fees received and the performance of each customer recruiter registered in its own performance information DB are compared to manually check whether there are any missing results. If an error occurs that results are missing as a result of the comparison, the manager of the corporation sales agent 2 inputs the correction into the performance information DB (S13) (S14) (S15).

After the missing results input step (S15), the manager drives the recruitment performance process and inputs the calculated results into the recruitment performance information DB (S16) (S17). Thereafter, the manager searches the performance information for each registered customer recruiter and multiplies the performance by the commission rate determined according to the grade of the customer recruiter to calculate the fee and pay the fee (S19).

However, the conventional method of managing performance information of a corporate sales agency as described above is not included in the performance information for each recruited person stored in the insurance sales agency because the customer recruiter's performance is directly transferred to the insurance agent instead of being entrusted to the corporate sales agent. . Therefore, in order to calculate the commission by counting the performance of each customer recruiter in the insurance agent, it is necessary to re-enter the missing results by manually comparing the list of fees received from the insurance agent and the information stored in its own DB. It takes a long time, and because it is performed by hand, there is a problem that an error occurs in the calculation of the large fee due to the error of the worker.

Therefore, the present invention was devised to solve the above-mentioned conventional problems, and the information identified by comparing the information of the insurance agent and the information stored in its own DB of the corporate sales agent can be classified by performance, and also by the customer. It aims to provide a method of managing performance information of a corporate sales agency that can automatically and accurately calculate the fees based on the results of recruitment.

1 is a block diagram showing a general insurance business system,

2 is a flowchart showing a conventional fee calculation and information update method.

3 is a block diagram showing a performance information management system of a corporation sales agency in accordance with the present invention;

4 is a flowchart showing a preferred embodiment of a method for managing performance information of a corporation sales agency in accordance with the present invention;

5 is a flowchart illustrating an information comparison process of the performance processing process;

FIG. 6 is a detailed flowchart illustrating an error analysis and storage step of FIG. 5.

Explanation of symbols on the main parts of the drawings

11: performance processing process 12: input unit

13: Error Information DB 14: Completion Rate Information DB

15: Recruiter Performance DB 16: Contract Information DB

17: Contract Information DB 18: Contract Performance DB

19: output unit 20: control unit

The main configuration of the present invention for achieving the above object, if the performance information of the corporate sales agent issued by the insurance agent through the input unit is entered, the performance processing process detects the input performance information file to send the insurance agent investigation on the sending side Determining the first step; The control unit selects, extracts and applies a document file corresponding to the insurance agent investigation to the performance processing process, and the performance processing process combines the authorized document file and the performance information to reconstruct the performance information; ; A third step of, when the performance information is reconstructed in the second step, the control unit extracts contract information from a contract information DB, customer information from a customer information DB, and large fee rate information from a large fee rate information DB;

After the third step, the control unit performs a fourth step of comparing the performance information of the corporate sales agent issued by the insurance agent with the contract information, the customer information, the commission rate information extracted by driving the performance processing process; If no error occurs in the fourth step, the performance processing process includes a fifth step of counting the performance of each customer recruiter to calculate a commission and storing the calculation result.

In addition, if the missing results occur in the performance comparison step, it is characterized in that for driving the output unit to output an error list.

The main features of the present invention constituting the above configuration, the information missing from the information DB of the corporate sales agent through a series of comparison process in the performance processing process, the information issued by the insurance agent and the recruitment information of the corporate sales agent Finds and prints a list of error information. Therefore, the system administrator can correct the missing and incorrectly written information according to the list of the above error information, or classify and store the customer recruiters by performance, and use the stored information and the commission rate to be paid to the insurers. It is characterized in that the charge can be accurately calculated.

3 is a flowchart illustrating a performance information management system of a corporation sales agency in accordance with the present invention.

Reference numeral 11 denotes a performance processing process, 12 an input unit, 13 an error information DB, 14 a commission rate information DB, 15 a recruitment DB, 16 a contract information DB, 17 a customer information DB, 18 a contract performance DB, 19 Is an output part and 20 is a control part.

The performance processing process 11 calculates a large fee by comparing the inputted information with each piece of information, determining whether there is an error, and counting information for each item, and the input unit 12 inputs a user's operation signal and external information, The control unit 20 controls each component in preparation for the information input through the input unit 12, the contract information DB 16 stores the contract information between the customer and the insurance agent investigation (3), the large fee rate information DB 14 stores the respective fee rate according to the grade of the customer recruiter. The recruiter performance DB 15 stores the success record of the customer recruiter 1, and the contract record DB 18 stores the confirmed contract record information in which no error occurs during the performance processing process 11. Here, the recruitment record DB 15 and the contract record DB 18 are generated during the error comparison process of the record processing process 11 to be described later. The customer information DB 17 stores customer information, and the output unit 19 displays the information stored in each DB and an error list of the performance processing process 11. The error information DB 13 also stores error information generated during the performance processing process 11.

When the system administrator inputs a file containing the performance information of the corporation sales agent 2 issued by the insurance agent investigation 3 through the input unit 12, the input unit 12 recognizes that the file has been input, the control unit 20 Apply the file's input signal to the.

Then, the control unit 20 applies the driving signal of the performance processing process 11, the performance processing process 11 detects the type of the input file in accordance with the applied driving signal, the insurance agent investigation (3) to which the file was sent Will be judged. Then, the information of the own DB 13, 14, 16, 17 and 18 related to the detected insurance agent is extracted and reconstructed in a predetermined form by combining with the above performance information.

Thereafter, the controller compares the newly generated performance information with each piece of information extracted from its own DBs 13, 14, 16, 17 and 18 to determine whether the information is missing and whether there is an incorrectly listed information. Done.

As a result of the comparison, when the results processing process 11 recognizes an error about a missing part or an incorrect entry in the corporate performance information of the insurance agent investigation 3 and its own information of the corporation sales agency 2, the control unit 20 Outputs an error occurrence signal. Accordingly, the controller 20 stores the error information in the error information DB 13 and turns on the output unit 19 as the error occurrence signal is applied. The output unit 19 then displays an error list in accordance with the error occurrence signal.

Alternatively, if the error occurrence is not recognized, the performance processing process 11 classifies the customer recruiter 1 for each performance from the extracted information and the performance information of the corporation sales agency 2, and the performance information confirmation signal to the control unit 20. Apply. Accordingly, the control unit 20 automatically generates a recruitment record DB 15 and a contract record DB 18 according to the confirmation of the results information confirmation signal, and the information classified by the record process 11 is the recruitment record DB 15. And the contract record database (18). Then, the commission is automatically calculated by applying the stored customer recruiter's performance and the commission rate, the performance amount is aggregated and stored in the recruiter's performance DB 15.

Hereinafter, with reference to the accompanying drawings will be described in detail a preferred embodiment of the performance information management method of a corporate sales agency according to the present invention.

4 is a flowchart illustrating a method of managing performance information of a corporation sales agency in accordance with the present invention.

The insurance agent (3) prepares the performance information file of the corporate sales agent (2), which includes the sales performance and the commission rate of the customer recruiter (1), and sends it to the corporate sales agent (2). The system administrator of the corporation sales agency 2 inputs the file of the insurance agent to the input unit 12. Then, the control unit 20 recognizes that the file has been input, and applies a drive signal to the performance processing process 11. In addition, the performance processing process 11 detects the input file type and determines the insurance agent investigation 3 that sent the input file from each insurance agent investigation 3 that is entrusted by the corporation sales agency 2. . That is, the insurance agent investigation (2) which detects the file format and sends the file is judged, and the document form file related to the insurance investigation (3) has its own DB (13) (14) (16) (17) (18). ), And combines the document form file with the document form file and reconfigures it into a certain form corresponding to the insurance agent investigation (3) (S21).

Therefore, when the reconstruction of the performance information file is completed in the performance processing process 11, the control unit 20 extracts the information of the contract information DB 16 and the customer information DB 17 related to the insurance agent investigation, and also the commission rate. Large fee rate information of the information DB 14 is extracted (S23).

The control unit 20 applies an ON signal to the performance processing process 11, and the performance processing process 11 receives the input performance information and its own DB 13 and 14 (if the driving signal of the control unit 20 is applied). 16) The information of 17 is compared to analyze whether there is a missing part and a description error (S24) (S25).

In other words, the customer's personal information and contract information and the performance information of the recruiter who attracted the customer through the customer's recruiter (1) or directly by the insurance agent (3), rather than through the corporate sales agent (2) Is missing or misrepresented in its own information DB (13) (14) (16) (17) of the corporation sales agency (2), so the performance information of the insurance agent (3) and the information of the corporation sales agent (2) Check for the presence of mismatched errors.

If there is an error as a result of the check, the performance processing process 11 applies an error generation signal to the control unit 20, and the control unit 20 applies an ON signal to the output unit 19 in accordance with the error occurrence signal to generate the error information. The list is output (S26).

Alternatively, if there is no error as a result of the analysis, the performance processing process 11 applies an information confirmation signal to the control unit 20, and the control unit 20 generates the contract performance DB 18 and the performance record DB 18, which is a recruitment, The information is stored in the recruitment record DB 15 and the contract record DB 18.

After the storage step (S27) of the recruitment results DB 15, the system administrator inputs a user operation signal through the input unit 12 to query the updated customer recruiter's performance and commission rate information, the control unit 20 Extracts the related information from the recruitment record DB 15 and the contract record DB 18, and drives the output unit 19 to display the related information (S28).

Alternatively, in the error message output step (S26), the system manager directly contacts the insurance agent (3) without going through the corporate sales agent (2), and the personal information and contract information of the customer who is subscribed to the corporate sales agent (2). If an error message indicating that it is missing is outputted, the customer information, contract information, and commission rate information for the above items are re-entered into the respective information DBs 13, 14, 16, and 17.

Therefore, the revised information is reconfirmed while going through the above information comparison process, and if there is no problem, the information is stored in the recruitment record DB 15 and the contract record DB 18.

When the above-described performance information comparison process is completed, the performance processing process 11 extracts the number of performances and the commission rate of the customer recruiter 1 from the information accumulated in the recruitment results DB 15 and the contract performance DB 18, Multiply this to calculate the commission. And if the control unit 20 applies the performance processing process 11 large fee calculation completion signal, the control unit 20 stores the large fee information in the recruitment results DB (15).

Thereafter, when the system manager inputs an inquiry command signal of the results of the customer recruitment and the commission through the input unit 11, the control unit 20 extracts the relevant information from the recruitment results DB 15 and drives the output unit 19. The signal is applied to display the above performance and fee information.

5 is a flowchart illustrating an information comparison process of the performance processing process.

The main feature of the update process of the performance processing process 11 is to read the performance information file of the corporate sales agent 2 sent by the insurance agent investigation 3, and extract the row information from the performance information created in the form of rows and columns. It is determined whether or not an error is compared with information stored in its own DBs 13, 14, 16, and 17 of the corporation sales agency 2. That is, the information matched in the performance information sent from the insurance agent investigation (3) and the information of the corporate sales agent (2) is stored in the performance DB (15) and the contract performance DB (18) for each recruit, the information that an error occurred Is stored in the error information DB 13. Therefore, when the process of comparing the information of the party in the file of the performance information sent from the insurance agent investigation (3) is completed, the lower row is extracted to proceed with the above process.

In addition, while performing the above process by extracting the file of the performance information line by line, if the last line of the file is extracted to detect the ending portion of the performance information, the error information stored in the error information DB 13 is extracted and By displaying, the system administrator can correct related error information.

Hereinafter, the main characteristics of the above-described performance processing process will be described in more detail.

If the system administrator inputs the performance information sent from the insurance agent investigation (S31) (S31), the control unit 20 turns on the performance processing process 11, so that it detects a file of the entered performance information and the insurance agent investigation (3) Will be judged. In other words, the performance information file sent from the insurance agent, for example, is composed of a simple array of letters and numbers with items missing, such as the contract date and securities number 20020320 L200205143530000. Therefore, the performance processing process 11 detects the format of the file, for example, an Excel file or a text file, and simply displays the file contents of the performance information listed by numbers and letters, for example, securities. By detecting the number and the item of the content, the insurance agent 3, which is the transmitting party of the performance information, is determined.

Subsequently, the performance processing process 11 applies the insurance agent investigation 3 confirmation signal to the control unit 20, and the control unit 20 transmits a form file corresponding to the insurance investigation investigation to its own DB 13 (14) ( 16) (17) (18) to reconstruct the performance information into a certain document form (S32). That is, the reconstructed performance information file is composed of, for example, a row and a column, and in each column, items of letters and numbers listed in the original performance information file sent to the insurer 3 are written. For example, the insurance agent, contract date, securities number, contract date, customer name, name of the customer recruiter, fee, etc., the column is composed of the insurance agent investigation (3) The numbers and letters listed in the performance information file from) are entered.

After the selection step S31, the performance processing process 11 extracts and reads one row at a time when the performance information is extracted.

Then, the performance processing process 11 determines whether there are other rows in which contents are described after the current row being read (S34).

In the ending determination step (S34) of the file, if the row currently being read does not correspond to the ending portion in the performance information file, the contents of the performance information are compared with the information stored in the system.

As a result of the comparison, if an error occurs, the error information is output to the control unit 20, and the control unit 20 stores the error information in the error information DB 13 (S35). The signal processing process 11 then extracts the information in the next row and executes the steps described above.

In the ending determination step (S34) of the file, if the current reading line corresponds to the ending unit (ENDING) of the file, the performance processing process 11 sends an error information confirmation signal to the control unit 20. The controller determines whether an error has occurred in the error analysis and storage step (S34) (S36) (S37).

After the error occurrence confirming step (S37), the control unit 20 checks the existence of the error information of the error information DB 13, if the error confirmation signal is applied in the performance processing process 11, the process of the performance processing It is applied to (11). When the error presence signal is applied from the controller 20, the performance processing process 11 applies an output signal of the error message to the controller 20 again. Then, the control unit 20 extracts the error information from the error information DB 13 and applies it to the output unit 19 (S38).

FIG. 6 is a detailed flowchart of the error analysis and error storage step of FIG. 5, and the error analysis and error storage step of the performance processing process will be described in detail as follows.

In the performance information reconstruction step (S33) described in FIG. 5, when the performance information is reconstructed into a document of a predetermined form related to the insurance agent investigation 11, the control unit 20 is extracted in the reconstructed performance information extraction step (S33) The read information is read line by line, and if the reading file is not the ending unit, error analysis and storage steps are executed (S41) (S42).

Performance processing process 11 first separates the securities number, contract date, customer name, vehicle number, performance details, performance amount of the performance information (S43). When the separation is completed, the performance process 11 applies the separation completion signal and requests the controller 20 for the contract information and the customer information. Therefore, when the separation completion signal is applied and the request signal of the contract and customer information is applied, the control unit 20 extracts the corresponding information from the contract information DB 16 and the customer information DB 17 and outputs it to the performance processing process 11. (S44).

After the information extraction step (S44), the performance processing process 11 is included in the performance information of the insurance agent (3) for each item separated in the separation step (S43) in its own customer information DB (16) It is determined whether the information is missing or incorrectly written (S45).

When an error of the customer information is detected in the customer information determination step (S45), the performance processing process 11 applies an error generation signal to the control unit 20, and the control unit 20 transmits the applied error generation signal to the error information DB. (13) (S47).

However, if no error is detected in the customer information error determination step (S45), the performance processing process 11 is a contract included in the contract information extracted from its own contract information DB 17 and the performance information of the insurance agent investigation (3) The information is compared to determine whether an error exists (S46).

In the above-described performance information error determination step (S46), if an error in which the performance information of the insurance agent investigation 3 and the information extracted from the self contract information DB 16 is detected is inconsistent, the performance processing process 11 generates an error signal. Is applied to the control unit 20. Then, the control unit 20 stores the generated error information in the error information DB 13 (S47).

Alternatively, in the performance information error determination step (S46), if the error information is not detected because the performance information of the insurance agent investigation 3 and the contract information extracted from the contract information DB 16 thereof, the performance processing process 11 is The information matching signal is applied to the control unit 20. Then, the control unit 20 generates a contract record DB 18 and stores the confirmed contract record information in the contract record DB 18 (S48). That is, the customer information and contract information included in the party information extracted from the performance information file of the corporate sales agent (2) sent from the insurance agent (3) is stored in its own DB of the corporate sales agent (2) If and the contract information is matched, the contract record DB 18 is generated to store the confirmed party information in the contract record DB 18.

Thereafter, the performance processing process 11 applies the contract performance information extraction signal to the control unit 20, and the control unit 20 extracts the corresponding information of the contract performance database 18 and outputs it to the performance processing process 11. . Then, the performance processing process 11 classifies and extracts the customer recruiter 1 by the amount of performance or the number of results from the extracted contract performance information (S49).

In the extracting step (S49) of the customer recruiter (1), for example, when the information on the customer recruiter (1) classified by the performance amount is extracted, the performance processing process (11) is performed by a successful sales representative ( 2) whether or not, the approval of the customer recruiter (1) belonging to the corporate sales agency (2) (S50). For example, if the name of the customer recruiter (1) is entered, the customer recruiter (1) is confirmed as the relevant performer, the name of the customer recruiter (1) is not entered or the trade name of the corporate sales representative (2) is entered. In this case, the performance of the contract is determined to be a corporate sales agent (2).

In the confirmation step (S50) of the customer recruitment, if the extracted name of the customer recruiter 1 is described, the performance processing process 11 applies the customer recruiter 1 confirmation signal to the control unit 20. Then, the control unit 20 generates a recruitment results DB 15 and stores the performance information of the customer recruiter 1 in the recruitment results DB 15 (S52).

Alternatively, if the information extracted in the customer recruitment confirmation step (S50) is entered as the name of the customer recruiter (1) as the corporate sales representative (2) or no information is entered, the performance processing process 11 is performed by the customer. The recruiter 1 is updated to the corporate sales agency 2 to apply the corresponding information to the control unit 20, and the control unit 20 stores the updated information in the recruitment record DB 15 (S51) (S52). .

The detailed description of the invention has been described with reference to specific embodiments of the invention as examples, but the invention is not limited thereto, and one having ordinary skill in the art to which the invention pertains without departing from the concept of the invention. Modification or modification of the invention in various forms by the ruler is of course included in the concept of the present invention.

As described above, the method for managing performance information of a corporate sales agent according to the present invention compares the performance information of a corporate sales agent sent by an insurance agent with information constructed in its own DB and stores the results stored in its own DB of a corporate sales agent. It automatically outputs missing information and misfilled information in the information, so it is easy to modify the information, which saves management personnel and time.

In addition, in the present invention, by automatically counting the customer recruiters by performance through the performance processing process, it is possible to prevent unnecessary time in calculating the large fee paid to the customer recruiter, and to accurately calculate the fee. Therefore, there is a high accuracy and reliability effect that can prevent the situation that is disadvantageous to the customer recruiter.

Claims (4)

When the performance information of the corporate sales agent issued by the insurance agent is input through the input unit, the performance processing process detects the input performance information file to determine a sending insurance agent investigation; The control unit selects, extracts and applies the document file corresponding to the insurance agent investigation to the performance processing process when the insurance agent investigation signal is applied from the performance processing process, and the performance processing process is the approved document file and the performance information. A second step of reconstructing the performance information by combining; A third step of, when the performance information is reconstructed in the performance information reconstruction step, the control unit extracts contract information from a contract information DB, customer information from a customer information DB, and large fee rate information from a large fee rate information DB; After the third step, the control unit performs a fourth step of comparing the performance information of the corporate sales agent issued by the insurance agent with the contract information, the customer information, the commission rate information extracted by driving the performance processing process; If no error occurs in the fourth step, the performance processing process includes a fifth step of counting the results of each customer recruiter, calculating a commission, and applying it to the controller, wherein the controller stores the calculation result. Performance information management method of a corporate sales agent, characterized in that. The method of claim 1, When the missing performance occurs in the fourth step of comparing the performance information, the performance processing process applies an error generation signal to the control unit, and the control unit drives an output unit according to the applied error generation signal and outputs an error list. Method for managing performance information of a corporate sales agent, characterized in that it further comprises a sixth step. The method of claim 1 or 2, wherein the fourth step of comparing the performance information According to the driving signal applied from the control unit, the performance processing process extracts the reconstructed performance information one by one, and determining whether the reconstructed performance information is an ending of the corresponding file; In the determination of the ending unit, the performance processing process classifies contents of the extracted performance information if the extracted portion of the reconstructed performance information is not an ending unit, applies an information classification signal to the controller, and the controller controls the customer. Extracting the customer information stored in the information DB and the contract information stored in the contract information DB; In the contract information extraction step, the performance processing process compares the extracted customer information and contract information with the performance information of the reconstructed corporate sales representative to determine whether an error has occurred, and if an error occurs, sends an error generation signal to the controller. And storing, by the controller, error information in the error information DB; If an error does not occur in the error determination step, the performance processing process applies an information confirmation signal to the controller, and the controller generates a contract record DB and stores the confirmed contract information in the contract record DB; After the contract record DB storage step, the performance processing process is the step of applying the extraction request signal of the contract record information to the controller, and extracting the customer recruiter from the contract record information extracted by the controller; After the customer recruiter extraction step, the results processing process determines whether the extracted customer recruiter's name is listed, and if not listed, updates the customer recruiter to a corporate sales representative and applies it to the control unit, and the control unit recruits the performance DB. And generating the updated information and storing the updated information in the recruitment results DB. 4. The method of claim 3, wherein If the reconstructed record information extracted in the second step is an ending unit of the corresponding file, checking whether the error information is stored in the error information DB; and in the error information checking step, if there is error information, the controller Performance information management method of a corporate sales agent, characterized in that further comprising the step of outputting an error occurrence signal.