KR20080002150U - Diary structure for sales agent - Google Patents

Abstract

The present invention relates to a dedicated diary structure for a sales agent, and more specifically, to improve the overall structure according to the form and arrangement of the inlay to suit the sales agent's work flow (organizational schedule) and systematic scheduling It is related to a dedicated diary structure for sales agents that can manage customers and increase convenience of diaries.

To this end, the present invention, in the diary structure provided with the outer shell forming the outer shell, and a plurality of inlays provided in the interior of the outer shell having a variety of forms, the plurality of inlay, selected from the current month, the previous month, the month calendar Monthly calendar (monthly calendar) form listing monthly calendaring for any one or more calendars; Annual calendar form as a form of year planning; A monthly key schedule form as a form of recording and management of the monthly key schedule as a whole; A weekly activity plan form describing the state's activity plan; A daily activity plan form describing the day's activity plan; A Keyman management form for recording and managing various kinds of information about Keyman as a key character of the introduction business; A new prospect list (List) form as a form for recording and managing basic information of a new client or a referee; And at least one form selected from a memo form as a blank space.

Diary, Notebook, Content, Inlay, Form, Keyman

Description

Diary structure for sales agent

Figures 1a and 1b is a separate image of the outer cover and the cover in a dedicated diary structure for a sales agent according to the present invention,

2 to 12 are each in the form of inlay in a dedicated diary structure for a sales agent according to the present invention,

2 is a monthly calendar (current calendar) form,

3 is an annual calendar form,

Figures 4a and 4b is the monthly major calendar form and the monthly major calendar form,

5 is a weekly activity planning form,

6 is a daily activity planning form,

7 shows a Keyman List as a Keyman management form,

8 shows Keyman Management as a Keyman Management Form;

9 is a list of new prospects,

10 shows a Memo form;

11 is a list of insurance companies call center (List) and

12 is a subway route diagram.

The present invention relates to a dedicated diary structure for a sales agent, and more specifically, to improve the overall structure according to the form and arrangement of the inlay to suit the sales agent's work flow (organizational schedule) and systematic scheduling It is related to a dedicated diary structure for sales agents that can manage customers and increase convenience of diaries.

An example of sales is insurance. Insurance is an economic system in which many people at risk of the same kind of accidents in capitalist societies pay out in advance to form common reserves, and those who receive property benefits from it.

In other words, the economic and social life of individuals are constantly threatened by unforeseen accidents. Some of these accidents can not be absolutely prevented, such as earthquakes, feng shui and the like, and some can not be relatively prevented, such as traffic accidents, fire.

The insurance system is not intended to actively prevent such accidents, but to passively meet the economic needs of accidents. In order to achieve this goal, many people who are at risk of the same accident occurred by forming an insurance organization, paying money in advance in the form of premiums, forming common reserve property, and accidental accidents among members of the group. It is a system that can get relief from economic instability by receiving benefits from it at the time.

In order for this insurance system to work more effectively, a ties between the insurer and the individual in general must arise or continue. However, it is not easy for individuals to find an insurance company. Therefore, insurance companies are pursuing insurance sales through sales agents, so-called life planners or insurance agents, insurance planners, and the like.

As a result, sales agents actually contact a lot of people, exchanging information, and designing for their level. Therefore, sales agents always keep a diary (handbook) and use it as a means of recording a lot of information. After all, the diary is an essential item for sales agents.

However, in the case of diaries that have been popularized or widely known, the contents (inlays and forms, etc.) are too small for sales agents to use. That is, in the conventional general diary, the style of the inlay is inconsistent with the business characteristics of the sales agent, especially the insurance agent, so most insurance agents do not use the diary effectively. Therefore, it may be necessary to develop a professional diary that can be utilized at least by sales agents.

The purpose of the present invention is to improve the overall structure according to the form and arrangement of the inlay so as to suit the business flow of the sales agent, thereby enabling systematic schedule management and seamless customer management as well as increasing the convenience of the diary. It is to provide a dedicated diary structure for sales agents that can improve performance.

The object is a diary structure having an outer shell forming an outer shell and a plurality of inlays provided inside the outer shell and having various forms, wherein the plurality of inlays is any one selected from the current month, the previous month, and the month calendar. A monthly calendar (monthly calendar) form listing monthly calendars for one or more calendars; Annual calendar form as a form of year planning; A monthly key schedule form as a form of recording and management of the monthly key schedule as a whole; A weekly activity plan form describing the state's activity plan; A daily activity plan form describing the day's activity plan; A Keyman management form for recording and managing various kinds of information about Keyman as a key character of the introduction business; A new prospect list (List) form as a form for recording and managing basic information of a new client or a referee; And at least one form selected from Memo forms as blank spaces.

Here, the Keyman management form may include: a Keyman List for creating a personalized list for the Keyman; And Keyman Management as a form for managing the Keyman, wherein the Keyman List includes a column in which the name of the Keyman is written and the importance of the Keyman. There is a column in which a grade is indicated and a column in which other information is written. In the Keyman Management, when and how the keyman is met by evaluating and recording the date and the contact method with the corresponding Keyman A plurality of eggs are formed to see at a glance whether the relationship has been continued with

In the Keyman List, the importance level for the corresponding Keyman is divided into three grades of R (Royal Partner), N (Normal Partner), and P (Potential Partner). .

The plurality of inlays may further include at least one form selected from an insurance company call center list and a subway map.

Hereinafter, the present invention will be described in detail with reference to the accompanying drawings.

For reference, the sales agent includes insurance sales, auto sales, or sales of water purifiers and vending machines. Thus, the sales agent may also exist in various ways. However, in the present embodiment will be described only in the insurance sales agent.

The insurance agent's work consists of a continuous iteration of consultation with the client, execution of the consultation, and review of the consultation. The work of all insurance agents consists mainly of planning consultations with customers through TA (Telephone Approach) activities, natural consulting through OP (Opener) activities, and PC (Presentation & Closing) contracts. . Based on the large work flow of such an insurance agent, the following diary structure is proposed.

1A and 1B are respective images of the envelope and the cover in the dedicated diary structure for the sales agent according to the present invention. 2 to 12 are inlay forms in a dedicated diary structure for a sales agent according to the present invention, FIG. 2 is a monthly calendar (current month calendar) form, FIG. 3 is an annual calendar form, and FIGS. 4A and 4B are monthly Key Calendar Form and Month Monthly Key Calendar Form, FIG. 5 is a Weekly Activity Plan Form, FIG. 6 is a Daily Activity Plan Form, FIG. 7 is a Keyman List as a Keyman Management Form, FIG. 8 is a Keyman ( Keyman Management as a Keyman Management Form, FIG. 9 is a new prospect list form, FIG. 10 is a memo form, FIG. 11 is an insurance company call center list, and FIG. 12 is a subway map.

The diary of this embodiment is not shown in detail, but is largely composed of an outer shell (see FIG. 1A), a cover (see FIG. 1B), and a plurality of inlays (see FIGS. 2 to 12) provided therein.

As shown in Figure 1a, in the present embodiment is not limited to the size, shape, material of the outer material. In other words, if the size of the outer paper is large, the size of the inlay will be large, if the size of the small paper will be reduced in size. Therefore, the size of the outer shell can be determined according to the intended use.

However, in determining the material of the outer shell, if the outer shell is made of leather, the durability of the outer shell may be improved as well as the external quality may be increased. However, the scope of the present invention is not limited thereto. It is desirable that the label and the plurality of inlays be configured to be selectively replaced in the outer shell when necessary. For reference, the figures of the outside are shown in FIG. 1A, but this is only an example and is not necessarily limited to the values shown in FIG. 1A.

As shown in Fig. 1B, the label is the first part of the diary, so there is a high possibility that it will be used substantially. Therefore, it may be desirable that at least the label is made of a material having at least wear resistance, for example, PVC, so as not to be easily damaged. The mark shown in FIG. 1 is merely an example.

When the cover page is turned over, a monthly calendar (current month calendar) form as shown in FIG. 2 is provided. The monthly calendar (monthly calendar) form allows you to view the current month, the previous month, and the next month calendar for efficient scheduling. In the case of Fig. 2, the current month is January 2007, and the previous month and the month are December 2006 and February 2007, respectively.

As shown in FIG. 3, the annual calendar form is provided on one single side, that is, at least one or two pages that can be viewed at a glance. This annual calendar form can be used as a form of year planning. However, as shown in FIG. 3, the present invention (2007) and the next year (2008) may be implemented to be displayed at the same time.

As shown in FIG. 4A, the monthly main schedule management form is a part for recording and managing the entire main monthly schedule in addition to consulting with a customer. You can manage your monthly goals by including monthly premiums, commissions, and the number and goal of contracts.

For reference, the insurance sales agent's work can be carried out for two months at large. This is because they often consult with us for the next month and contract for the next month. Therefore, the monthly main schedule management form of the present embodiment is to help to establish a consultation plan by adding the main schedule of the month so that not only the main schedule of the current month but also the main schedule of the next month can be planned. Thus, the main calendar of the month may be located on the next face as shown in FIG. 4A, as shown in FIG. 4B. In the same way, the major monthly forms from the next month to the last month can be placed sequentially in the rear.

As shown in FIG. 5, the weekly activity plan form is a form for writing out a week's activity plan. All insurance agents prepare weekly activity schedules and manage the schedule of consultations with prospective and existing clients, but most of them are listed in a separate planner.

Therefore, it is necessary to describe the weekly activity plan such as weekly plan, execution, and inspection which are described indiscriminately. This weekly activity plan is expected to help maximize performance by systematically managing activities such as planning and executing and checking monthly targets weekly.

If you look at the form in detail, the consultation process, generally called OP (Opener), consists of company introduction, self introduction, needs ventilation, product description, etc., and checks whether or not it has been executed. The PC phase is the phase of executing a contract and confirms that it has been executed and whether the contract has been completed. The weekly Plan-Do-See may consist of five in the monthly notebook and may be inserted at the beginning of the weekly daily activity Plan-Do-See.

As shown in FIG. 6, the daily activity plan form is a form designed in consideration of the work flow of the insurance agent. It is possible to distinguish the schedule of consultation with customers by time and whether the consultation is OP or PC. In the case of OP, it checks whether it is executed and in case of PC, it checks whether it is executed and whether the contract is completed.

On the other hand, as described above, the work of all insurance agents is largely composed of TA (confirmation of appointment through telephone), OP (counseling), PC (contract), and the repeated activities of TA, OP, and PC are continued. do. However, since appointment schedules with customers are frequently canceled and changed, it is necessary to make an appointment with other customers to maximize performance through efficient time management.

Looking at the form in detail, TA administration refers to the task of making a telephone approach to an appointment with a client. As explained repeatedly, TA is an important task that is not an exaggeration to say the beginning of the insurance agent work, but the majority of insurance agents neglect the TA work, and it is known that the TA is irregular.

Therefore, it is necessary to establish a plan to carry out consistent counseling activities by selecting TA targets from a pool of prospective customers and existing customers every day, and checking their execution and fulfillment of promises. Can be done.

Of course, it is possible to manage the daily performance by managing OP and PC plan at the same time as the counseling schedule, and to plan the day and borrower schedule at the same time.

In addition, you can send a congratulatory phone call, e-mail, or DM directly by writing in advance the name of the customer and the content of the anniversary.

In particular, it is advantageous in terms of cost control. That is, every insurance agent meets several clients a day and spends a lot of money in the process. Among these costs, it is possible to use the cost efficiently by separating and managing the expenses for the agent's personal use and operating expenses. You can also manage your monthly expenses by listing the expenses you spend each day.

In addition, the daily activity plan form should be provided with a column for writing various notes necessary for the day, as well as a column for describing things to remember that day. In the case of this embodiment, as shown in Figure 6, the above column is provided on the right.

As shown in FIG. 7, the Keyman List is a form for managing a Keyman. Insurance business is no exaggeration to say that it is introduction business. Among them, sales using Keyman are very efficient and effective. Therefore, many insurance agents are putting a lot of effort into making their own Keyman. However, in most cases, Keyman is managed with information stored on a cell phone or a business card. In this case, not only is there a risk of losing Keyman, which has made it really hard, but as time goes by, it is hard to tell who is really Keyman.

Therefore, in the present embodiment, a form called a keyman list is further added to more effectively manage such a keyman.

As shown in FIG. 7, next to the column for writing the name of Keyman, three grades of R (Normal Partner), N (Normal Partner), and P (Potential Partner) respectively for the corresponding Keyman. It is possible to write.

Here, the R (Royal Partner) is a person who has made a contract due to introduction and introduction three or more times, and may be a target to be contacted once in one to two weeks. The N (Normal Partner) is a person who is contracted by referral and referral at least once, and may be contacted at least once a month. Potential Partners (P) have no introduction but may be friendly customers with abundant acquaintances. Of course, this classification is just one example, and the classification for Keyman may be further refined. In the memo column, you can write a brief characteristic of Keyman (Anniversary, etc.).

As shown in FIG. 8, Keyman Management is a form of managing Keyman in addition to the Keyman List of FIG. 7. Mainly assess and record the date and contact with Keyman immediately so that you can see at a glance how and when you have maintained your relationship with Keyman.

Such Keyman Management, together with the Keyman List of FIG. 7, may identify a lack of relationship with each Keyman, and may plan, execute, and check how to lead the relationship in the future. .

For example, if you contacted Keyman Hong Gil-dong, a graded R (Royal Partner), by phone on November 25, you can plan a meeting with Hong Gil-dong before December 10. Keyman's management like this can only be achieved if it is managed over time and strategically and closely.

As shown in FIG. 9, the list of new prospects is a form for recording basic information of a newly met customer or a person who is introduced, and may be used when writing a design, sending an e-mail and consulting. Can be.

In general, brief information about the person who is introduced is often written in a daily inlay. In such a case, time is spent searching for the content described. Therefore, as in this embodiment, after preparing a form of the list of new prospects (List), it can be systematically managed by writing a brief description of the customers introduced or newly consulted in this form. In the list of new prospects, the name, date of birth, work name, mobile phone number, marital status, work address, home address, etc. may be subdivided.

The memo form shown in FIG. 10 is a form that can be used as a blank empty space to describe matters to be specially stored or to be used as a backing sheet or the like.

The insurance company call center list shown in Fig. 11 is a form in which call center telephone numbers and information on the homepage of each insurance company are described. During the consultation with the customer, it may be necessary to immediately inform the call center of the weak insurance company. In this case, immediately contact the insurance company's call center so that the counseling response can be improved.

The subway route map shown in FIG. 12 is provided so that a route map can be confirmed when using the subway during insurance business. As shown, in addition to the metropolitan subway map may include all of the area where the subway, such as Busan, Daegu, Gwangju.

If the inlay of this configuration is arranged in the diary and used frequently while checking, the systematic schedule management and seamless customer management are possible, and the convenience of the diary must be increased, thereby improving the performance of the sales.

Although the present invention has been described in detail with reference to the drawings, the present invention is not limited thereto.

In the above-described embodiment, the present invention is limited to insurance sales, but the idea of the present invention can be sufficiently applied to sales of automobiles or water purifiers, vending machines, etc., which are substantially similar to insurance sales.

Although the foregoing embodiments have been described as if the forms of FIGS. 1 to 12 are all used, some of them may be excluded in construction if necessary.

As such, the present invention is not limited to the described embodiments, and it is apparent to those skilled in the art that various modifications and variations can be made without departing from the spirit and scope of the present invention. Therefore, such modifications or variations will have to belong to the claims of the present invention.

As described above, according to the present invention, by improving the overall structure according to the form and arrangement of the inlay to suit the sales flow of the sales agent, it is possible to systematically manage the schedule and seamless customer management, as well as the convenience of the diary. This increase has the effect of increasing sales performance.

Claims (4)

In the diary structure having an outer shell forming an outer shell and a plurality of inlays provided inside the outer shell and having various forms, The plurality of inlays, A monthly calendar (current month calendar) form listing monthly calendars for any one or more calendars selected from the current month, the previous month, and the next month calendar; Annual calendar form as a form of year planning; A monthly key schedule form as a form of recording and management of the monthly key schedule as a whole; A weekly activity plan form describing the state's activity plan; A daily activity plan form describing the day's activity plan; A Keyman management form for recording and managing various kinds of information about Keyman as a key character of the introduction business; A new prospect list (List) form as a form for recording and managing basic information of a new client or a referee; And A dedicated diary structure for a sales agent, comprising at least one form selected from Memo forms as blank spaces. The method of claim 1, The Keyman management form is A Keyman List for creating a personalized list for the Keyman; And Keyman Management as a form for managing the Keyman (Keyman Management), In the Keyman List, a column in which the name of the Keyman is written, a column in which the importance level of the Keyman is displayed, and a column in which other information is written are formed. In the Keyman Management, a plurality of eggs are formed to evaluate at a glance how and when the relationship with the Keyman has been maintained by evaluating and recording the date and the contact method with the Keyman. Dedicated diary structure for the sales agent characterized in that. The method of claim 2, In the Keyman List, the importance level for the corresponding Keyman is divided into three grades of R (Royal Partner), N (Normal Partner), and P (Potential Partner). Features a dedicated diary structure for sales agents. The method of claim 1, The plurality of inlays, dedicated diary structure for a sales agent, characterized in that it further comprises at least one form selected from the list of insurance company call center (List) and subway route map.

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