KR20100095315A - System and providing method for supporting financial consultant business by interoperating web and mobile - Google Patents

System and providing method for supporting financial consultant business by interoperating web and mobile Download PDF

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KR20100095315A
KR20100095315A KR1020090014529A KR20090014529A KR20100095315A KR 20100095315 A KR20100095315 A KR 20100095315A KR 1020090014529 A KR1020090014529 A KR 1020090014529A KR 20090014529 A KR20090014529 A KR 20090014529A KR 20100095315 A KR20100095315 A KR 20100095315A
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information
customer
contract
date
mobile terminal
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KR1020090014529A
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Korean (ko)
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김우성
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(주)엠크로스모바일인터넷
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Priority to KR1020090014529A priority Critical patent/KR20100095315A/en
Publication of KR20100095315A publication Critical patent/KR20100095315A/en

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    • G—PHYSICS
    • G06—COMPUTING; CALCULATING OR COUNTING
    • G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q10/00—Administration; Management
    • G06Q10/06—Resources, workflows, human or project management; Enterprise or organisation planning; Enterprise or organisation modelling
    • G—PHYSICS
    • G06—COMPUTING; CALCULATING OR COUNTING
    • G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q40/00—Finance; Insurance; Tax strategies; Processing of corporate or income taxes
    • G06Q40/08—Insurance

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Abstract

A web-mobile linked insurance agent sales support system and a method of providing the same are provided. Insurance contract information database, including the contract date information and customer information of the contract customer, a connection request receiving unit for receiving an access request from the mobile terminal, a selection menu providing unit for providing a selection menu to the mobile terminal according to the access request, A menu selection receiving unit for receiving a menu selection corresponding to a contract date information request from the mobile terminal from the mobile terminal, insurance information for searching the insurance contract information database according to the menu selection and providing the contract date information based on the current date to the mobile terminal An exposure unit, an information inquiry request receiving unit for receiving an information inquiry request for a specific contract customer of the customer list information from the mobile terminal, and the customer information for the contract customer who requested the information inquiry request from the insurance contract information database; Mobile terminal Including a customer information to provide offers web-mobile-linked insurance agent sales support system and provides methods are disclosed.

Description

Web mobile linked insurance agent sales support system and its providing method {SYSTEM AND PROVIDING METHOD FOR SUPPORTING FINANCIAL CONSULTANT BUSINESS BY INTEROPERATING WEB AND MOBILE}

Embodiments of the present invention relate to a web-mobile linked insurance agent sales support system and a method of providing the same.

An insurance agent realizes insurance transactions by reminding customers of the demand for insurance. The insurance planners are in charge of insuring insurance for the contract, maintenance work for maintaining the existing contract, and providing services for the convenience of the contractor.

The insurance planner uses an in-house system provided by the company for this major task. Such in-house systems are not accessible from the outside and are very limited even if they are accessible from the outside.

In the past, an insurance agent connected to an in-house system after contact with a customer to inquire and manage information on the customer. Such a system frequently requires in-house management due to the characteristics of the insurance business, in which the management of the information on the customer is an important factor in contract conclusion. Although it was necessary to access the system, it was inconvenient to access the company's system and carry out work after the insurance activity.

According to the conventional management method as described above, it is not possible to immediately provide information on the contract to the customer by the contract date and the date of appointment, and it is impossible to personally manage the organic and continuous customer based on various information of the customer.

One embodiment of the present invention provides an environment in which the user can provide a custom management for the customer by providing information to review the customer or the contract for each contract date, the command date, the user based on a variety of information It aims to enable continuous customer management.

In addition, an embodiment of the present invention is to provide a more favorable environment for attracting customers by providing a variety of information to the customer in accordance with the contract date, the order date.

In addition, one embodiment of the present invention is possible to store and update the personal information for the prospective prospective prospective customers to be useful as information for insurance, increase the chance of counseling, and leads to a contract through a personalized consultation It aims to do it.

In addition, an embodiment of the present invention provides an environment in which a telephone call with a customer and a text message can be transmitted to the customer on a sales support system, so that the user can conveniently contact the customer using a mobile terminal. do.

Web-mobile linked insurance agent sales support system according to an embodiment of the present invention, the insurance contract information database that contains the contract date information and customer information of the contract customer; An access request receiving unit receiving an access request from a mobile terminal; A selection menu providing unit for providing a selection menu to the mobile terminal according to the access request; A menu selection receiver configured to receive a menu selection corresponding to a contract date information request of the selection menu from the mobile terminal; Insurance information exposure unit that searches the insurance contract information database according to the menu selection and provides contract date information based on the current date to the mobile terminal-The contract date information based on the current date is a contract that has elapsed from the contract date to the present date. Contains customer list information of the customer; An information inquiry request receiving unit which receives an information inquiry request for a specific contract customer among the customer list information from the mobile terminal; And a customer information providing unit which retrieves customer information about the contract customer who has requested the information inquiry from the insurance contract information database and provides the information to the mobile terminal.

In this case, the insurance information exposure unit may search the insurance contract information database according to the menu selection and provide the client terminal information corresponding to a preset period based on a current date to the mobile terminal.

In this case, the customer information providing unit may provide the mobile terminal with a telephone number of the contract customer requested for the information inquiry from the insurance contract information database, and control the mobile terminal to execute a phone call or a text message. .

Web-mobile linked insurance agent sales support system according to another embodiment of the present invention is an insurance contract information database to maintain including the customer's date information and customer information; An access request receiving unit receiving an access request from a mobile terminal; A selection menu providing unit for providing a selection menu to the mobile terminal according to the access request; A menu selection receiving unit for receiving a menu selection corresponding to a request for information on an order date of the selection menu from the mobile terminal, wherein the command date is a reference date according to the date of birth of the customer for the insurance contract of the customer; Insurance information exposure unit for searching the insurance contract information database according to the menu selection and providing the information on the current day based on the current day to the mobile terminal-The current day based on the date of the information is a certain period from the date of the command to the present day. Contains customer list information of elapsed customers; An information inquiry request receiving unit which receives an information inquiry request for a specific customer of the customer list information from the mobile terminal; And a customer information providing unit for retrieving customer information about the requested customer from the insurance contract information database and providing the information to the mobile terminal.

In this case, the insurance information exposure unit may search the insurance contract information database according to the menu selection and provide the client terminal information corresponding to a preset period based on a current date to the mobile terminal.

In this case, the mobile terminal may further include a prospective customer registration unit for receiving the customer information about the prospective customer to be insured in the insurance contract information database.

In this case, the customer information providing unit may provide the customer information in the form of a bulletin board including a list and contents through the mobile terminal.

In this case, the mobile terminal may further include a memo processing unit for receiving a memo-related data and storing it in the insurance contract information database.

The method of providing a web-mobile linked insurance agent sales support system according to an embodiment of the present invention includes the steps of the insurance contract information database to maintain contract date information and customer information of the contract customer; An access request receiving unit receiving an access request from a mobile terminal; Providing, by a selection menu provider, a selection menu to the mobile terminal according to the access request; Receiving, by a menu selection receiver, a menu selection corresponding to a contract date information request of the selection menu from the mobile terminal; The insurance information exposure unit searches the insurance contract information database according to the menu selection and provides the contract date information based on the current date to the mobile terminal-The contract date information based on the current date is a predetermined period from the contract date to the present date. Contains customer list information of the contracting customer; An information inquiry request receiving unit receiving an information inquiry request for a specific contract customer among the customer list information from the mobile terminal; And a customer information provider retrieves customer information about the contract customer who has requested the information inquiry from the insurance contract information database and provides it to the mobile terminal.

According to still another aspect of the present invention, there is provided a method of providing a web-mobile linked insurance agent sales support system, wherein the insurance contract information database maintains customer's command date information and customer information; An access request receiving unit receiving an access request from a mobile terminal; Providing, by a selection menu provider, a selection menu to the mobile terminal according to the access request; Receiving, by a menu selection receiver, a menu selection corresponding to a request for information on the date of the selection from the mobile terminal, wherein the date of reference is a reference date according to the date of birth of the customer for the insurance contract of the customer; The insurance information exposure unit searches the insurance contract information database according to the menu selection and provides the mobile terminal with the information on the command date based on the current date-The command date information based on the current date is a predetermined period from the command date to the present date. Contains customer list information of old customers; An information inquiry request receiving unit receiving an information inquiry request for a specific customer of the customer list information from the mobile terminal; And a customer information provider retrieves customer information about the customer who requested the information inquiry from the insurance contract information database and provides the information to the mobile terminal.

According to an embodiment of the present invention can provide an environment that can provide a custom management to the customer by providing the user with information to review the customer or the contract for each contract date, date of appointment, the user can provide a variety of information Based on this, continuous customer management is possible.

In addition, according to one embodiment of the present invention can provide a more favorable environment for attracting customers by providing a variety of information to the customer in accordance with the contract date, the order date.

In addition, according to an embodiment of the present invention can store and update personal information for prospective prospective prospective contracts to be useful as information for insurance, increase the chance of counseling, and the contract through a customized consultation Can be induced.

In addition, according to an embodiment of the present invention, since it provides an environment in which a phone call with the customer and a text message can be transmitted to the customer on the sales support system, the customer can be conveniently contacted using the mobile terminal.

Hereinafter, embodiments of the present invention will be described in detail with reference to the accompanying drawings. However, the present invention is not limited or limited by the embodiments. Like reference numerals in the drawings denote like elements.

1 is a block diagram of a web-mobile linked insurance agent sales support system according to an embodiment of the present invention. Referring to Figure 1 will be described a web-mobile linked insurance carrier sales support system according to an embodiment of the present invention.

As shown in FIG. 1, the web-mobile linked insurance agent sales support system according to an embodiment of the present invention includes an insurance contract information database 110, a connection request receiver 120, a selection menu providing unit 130, and a menu. It includes a selection receiving unit 140, insurance information exposure unit 150, information inquiry request receiving unit 160, and customer information providing unit 170. In addition, the web-mobile linked insurance company sales support system according to an embodiment of the present invention may further include a prospect customer registration and memo processing unit 180.

The insurance contract information database 110 maintains the contract customer's contract date information and customer information. In addition, the insurance contract information database 110 may store and maintain the customer's appointment date information, anniversary information, schedule information, consultation information for the customer, information about the prospective customer, memo data and the like. In the case of the above-mentioned command date information, the command date information of both the contract customer and the prospective customer may be included.

As the term of the term refers to the date when the insurance age increases, the date of the information according to an embodiment of the present invention refers to information on the reference date for the increase in the insurance age according to the date of birth of the customer for the insurance contract, the prospective customer Information about the information refers to information about potential customers for future insurance contracts.

In addition, the contract customer according to an embodiment of the present invention refers to a customer who made an insurance contract.

The connection request receiver 120 receives an access request from a mobile terminal.

The selection menu providing unit 130 provides a selection menu to the mobile terminal according to the access request.

The menu selection receiving unit 140 receives a menu selection corresponding to a contract date information request from the selection menu from the mobile terminal. In this case, the menu selection receiving unit 140 may receive a menu selection corresponding to the request for information on the date of the selection menu from the mobile terminal.

The insurance information exposure unit 150 searches the insurance contract information database 110 according to the menu selection and provides the contract terminal information based on the current date to the mobile terminal.

In addition, the insurance information exposure unit 150 may search the insurance contract information database 110 according to the menu selection and provide customer list information corresponding to a preset period based on the current date to the mobile terminal. For example, the insurance information exposure unit 150 may display the list information of the customer corresponding to the contract date for one week based on the current date according to the menu selection.

On the other hand, when a menu corresponding to the request for the date information is selected from the selection menu in the menu selection receiving unit 130, the insurance information exposure unit 150 searches the insurance contract information database 110 to determine the information on the date of the current day May be provided to the mobile terminal.

As such, the web-mobile linked insurance company sales support system according to an embodiment of the present invention may provide information for reviewing the customer or the contract for each contract date and the command date.

The information inquiry request receiver 160 receives an information inquiry request for a specific contract customer among the customer list information from the mobile terminal.

The customer information providing unit 170 retrieves customer information about the contract customer who has requested the information inquiry from the insurance contract information database 110 and provides it to the mobile terminal.

In this case, the customer information providing unit 170 provides the mobile terminal with the telephone number of the contract customer who requested the information inquiry from the insurance contract information database 110, and the mobile terminal executes a phone call or a text message transmission. Can be controlled.

The customer information may be shared among users in the form of a community through a mobile terminal or a computer terminal. In addition, the customer information may be implemented and displayed in the form of a bulletin board including a list and contents through a mobile terminal or a computer terminal.

The prospective customer registration and memo processing unit 180 receives customer information about the prospective customer from the mobile terminal, stores the insurance information in the insurance contract information database 110, provides a notepad to the mobile terminal, receives data related to the memo, and receives the insurance contract. The information may be stored in the database 110. Therefore, the user can store and update personal information about a prospective customer who may have a contract possibility in the future, and can use it as information for insurance, and detailed memo about each customer's detailed information is possible at any time.

2 to 13 are diagrams illustrating a method of providing a web-mobile linked insurance company sales support system according to an embodiment of the present invention.

2 to 5 are diagrams for explaining a method of searching for a customer in a web-mobile linked insurance company sales support system according to an embodiment of the present invention.

As shown in FIG. 2, the user of the web-mobile linked insurance agent sales support system enters an ID (210) and a password (PW: 220) to log in by entering the web-mobile linked insurance agent sales support system. Can be used.

After the user logs in as above, the initial screen as shown in FIG. 3 is displayed.

In the initial screen as shown in FIG. 3, the user searches for a customer 310, a customer's anniversary view 340, a contract date view 320, an order date view 330, and a prospective customer registration 350 by the user. ), And can also be configured to enable the execution of schedule view, schedule input, counseling log, Power Phrase, Notepad, and the like. Such an initial screen may be provided in various configurations, and various edits and configurations may be provided for the user's convenience.

When a user inputs a name of a customer to search for in the customer search 310 area shown in FIG. 3, a lower list menu for providing information of the customer may be displayed as shown in FIG. 4. In this case, the customer information that can be provided may include wedding anniversary information, contract information, phone number, customer address, introducer, family birthday, and the like. Accordingly, the user may select the information of the customer to be queried and receive the information.

In addition, the web-mobile linked insurance company sales support system according to an embodiment of the present invention may provide not only the information of the customer as described above, but also provide a call or text message to the customer.

That is, selecting the phone number view 410 of Figure 4 is provided with the customer's phone number, as shown in Figure 5, the call through the customer's phone number 520 and texting 530 of It is possible to execute. Therefore, the user of the web-mobile linked insurance agent sales support system according to an embodiment of the present invention is provided with detailed information of the searched customer and can transmit a phone call or a text message with the customer.

6 to 10 are diagrams for explaining a method of providing information according to a contract date of a customer in a web-mobile linked insurance company sales support system according to an embodiment of the present invention.

When a user of the web-mobile linked insurance company sales support system according to an embodiment of the present invention selects the item of the contract date view 320 of FIG. 3, the corresponding day (eg, 2009) is illustrated in FIG. 6. Customer information that matches the contract date of January 15) may be displayed.

In other words, if the date is January 15, 2009, the contracted customer's name on January 15 of the previous year and information briefly indicating the anniversary of the contract date may be displayed. More detailed agreements can be found.

For example, when the view of the contract date 320 is selected, as shown in FIG. 6, information such as the Hong Gil-dong 2nd anniversary contract 610, Kim Soonyoung 1st anniversary contract, and Park Geun-hye 3rd anniversary contract, which correspond to January 15, 2009, are displayed. Can be displayed.

When the user selects the Hong Gil Dong 2nd Anniversary Contract 610 item, the details of the insurance contract of the Hong Gil Dong customer are displayed as shown in FIG. 7. At this time, the user can make a phone call 710 or send a text 720 to contact the Hong Gil-dong customer.

In addition, the user can select the details view to get more detailed information about the customer.

When the contract date view 620, which is the item shown in FIG. 6, is selected, a list of contract dates corresponding to the next one-week period is displayed as shown in FIG. Therefore, the user may select the corresponding contract date item to be inquired and inquire the information of the customer corresponding to each contract date.

For example, in the case of selecting the item January 16, 810 illustrated in FIG. 8, as shown in FIG. 9, a list of customers whose January 16 is a contract date and information thereof may be displayed. . Therefore, the user can select the corresponding customer to check the detailed customer information as shown in FIG. 10, and can make contact with the customer by executing a call or sending a text message.

11 is a view illustrating a method of registering a prospective customer in a web-mobile linked insurance agent sales support system according to an embodiment of the present invention.

When the user selects the prospect customer registration item 350 shown in FIG. 3, a screen for registering the prospect customer as shown in FIG. 11 may be provided.

A prospective customer according to an embodiment of the present invention refers to a customer who is likely to become a contract customer in the future as a customer having a possibility of a future insurance contract. Such prospective customers need to provide continuous information and management, and information management for prospective customers is very important for inducing them as contract customers.

Therefore, according to one embodiment of the present invention, it is possible to provide an environment in which a new potential customer can be registered and an existing potential customer can be conveniently managed on a mobile terminal.

That is, as shown in FIG. 11, information such as name, date of birth, work name, mobile phone number, and the like of a prospective customer may be conveniently input and stored on the mobile terminal. The information of the prospective customer entered in this way can be modified or reinforced through a computer terminal.

12 and 13 are diagrams for explaining a method of providing customer information using a web in a web-mobile linked insurance agent sales support system according to an embodiment of the present invention.

As shown in FIG. 12, the web-mobile linked insurance company sales support system according to an embodiment of the present invention may provide a user interface (UI) through a computer terminal as well as a mobile terminal.

Therefore, the user can quickly look up and manage customer information through the mobile terminal, and more detailed and systematic management of customer information is possible through the computer terminal.

As shown in FIG. 12, the web-mobile linked insurance agent sales support system through the web supports functions such as anniversaries, contract dates, age dates, schedule management, customer information management, counseling journals, and community, and schedules of the corresponding day. , Anniversaries, contract dates, seniority dates, notepads, notices (Notice), insurance news, payment information and the like can be provided.

The user can select the respective items provided through the web page to manage the customer's anniversary, contract date, order date, schedule, and the like on the corresponding day.

For example, in the case of selecting the item of the day of operation 1210 among the items shown in FIG. 12 or the '+ more' 1220 item located to the right of the present day of the day of the calendar as shown in FIG. 13. May provide information on the date of receipt.

As shown in FIG. 13, the customer and the order date information corresponding to the month are displayed. Accordingly, the user can provide the customer with insurance contract related information according to the date of appointment. In the case of providing the date of the information, it is displayed 30 days before the date of the corresponding customer, so that the insurance contract information can be provided to the customer before the date of the elapsed time.

14 is a flowchart illustrating a method of providing a web-mobile linked insurance company sales support system according to an embodiment of the present invention.

The method for providing a web-mobile linked insurance agent sales support system according to an embodiment of the present invention may be performed through a web-mobile linked insurance agent sales support system according to an embodiment of the present invention.

The insurance contract information database 110 maintains contract date information and customer information of the contract customer (S1410).

The insurance contract information database 110 may store and maintain the seniority date information, anniversary information, schedule information, counseling information for customers, information about prospective customers, memo data, and the like.

According to one embodiment of the present invention, the seniority date information refers to the reference date according to the date of birth of the customer for the insurance contract, the information about the prospective customer refers to the information about the possibility of the insurance contract in the future, the contract A customer is a customer with an insurance contract.

When the access request receiver 120 receives the access request from the mobile terminal (S1420), the selection menu providing unit 130 provides a selection menu to the mobile terminal according to the access request (S1430).

Subsequently, when the menu selection receiver 140 receives a menu selection corresponding to a request for information of a contract date, an order date, or an anniversary date from the mobile terminal (S1440), the insurance information exposure unit 150 receives the menu selection. The insurance contract information database 110 is searched according to a menu selection, and the contract date information based on the current date is provided to the mobile terminal (S1450).

In this case, the insurance information exposure unit 150 may search the insurance contract information database 110 according to the menu selection and provide the mobile terminal with customer list information corresponding to a preset period based on the current date.

That is, for example, the insurance information exposure unit 150 may display the list information of the customer corresponding to the contract date for one week on the basis of the current date according to the menu selection.

When the information inquiry request receiving unit 160 receives an information inquiry request for a specific contract customer of the customer list information from the mobile terminal (S1460), the customer information providing unit 170 from the insurance contract information database 110 The customer information about the contract customer requested for the information inquiry is retrieved and provided to the mobile terminal (S1470).

In this case, the customer information providing unit 170 provides the mobile terminal with the telephone number of the contract customer who requested the information inquiry from the insurance contract information database 110, and the mobile terminal executes a phone call or a text message transmission. Can be controlled.

The customer information may be shared among users in the form of a community through a mobile terminal or a computer terminal. That is, the customer information may be implemented and displayed in the form of a bulletin board including a list and contents through a mobile terminal or a computer terminal.

In addition, the prospective customer registration and memo processing unit 180 receives the customer information about the prospective customer from the mobile terminal and stores in the insurance contract information database 110, and provides a note pad to the mobile terminal to receive the data related to the memo and the The insurance contract information database 110 may be stored. Therefore, the user can store and update personal information about a prospective customer who may be contracted in the future, so that the user can use it as insurance information, and detailed memo about each customer's detailed information is possible from time to time.

Therefore, the web-mobile linked insurance sales support system according to an embodiment of the present invention to provide the user with information to review the customer or the contract by contract date, date of appointment to provide customized management for the customer Environment can be provided, and users can manage customers continuously based on various information. In addition, according to an embodiment of the present invention can increase the chance of consultation based on a variety of information to the prospective customer, it can be induced to the contract through a customized consultation.

As described above, the present invention has been described by specific embodiments such as specific components and the like. For those skilled in the art to which the present invention pertains, various modifications and variations are possible. Therefore, the spirit of the present invention should not be limited to the described embodiments, and all of the equivalents or equivalents of the claims as well as the claims to be described later will belong to the scope of the present invention. .

1 is a block diagram of a web-mobile linked insurance agent sales support system according to an embodiment of the present invention.

2 to 5 are diagrams for explaining a method of searching for a customer in a web-mobile linked insurance agent sales support system according to an embodiment of the present invention.

6 to 10 are diagrams for explaining a method of providing information according to a contract date of a customer in a web-mobile linked insurance company sales support system according to an embodiment of the present invention.

11 is a view illustrating a method of registering a prospective customer in a web-mobile linked insurance agent sales support system according to an embodiment of the present invention.

12 and 13 are diagrams for explaining a method of providing customer information using a web in a web-mobile linked insurance agent sales support system according to an embodiment of the present invention.

14 is a flowchart illustrating a method of providing a web-mobile linked insurance company sales support system according to an embodiment of the present invention.

<Explanation of symbols for the main parts of the drawings>

110: insurance contract information database 120: access request receiving unit

130: selection menu providing unit 140: menu selection receiving unit

150: insurance information exposure unit 160: information inquiry request receiving unit

170: customer information providing unit 180: prospective customer registration and memo processing unit

Claims (10)

In the web-mobile linked insurance agent sales support system, Insurance contract information database, including contract date information and customer information of the contract customer; An access request receiving unit receiving an access request from a mobile terminal; A selection menu providing unit for providing a selection menu to the mobile terminal according to the access request; A menu selection receiver configured to receive a menu selection corresponding to a contract date information request of the selection menu from the mobile terminal; Insurance information exposure unit that searches the insurance contract information database according to the menu selection and provides contract date information based on the current date to the mobile terminal-The contract date information based on the current date is a contract that has elapsed from the contract date to the present date. Contains customer list information of the customer; An information inquiry request receiving unit which receives an information inquiry request for a specific contract customer among the customer list information from the mobile terminal; And Customer information providing unit for retrieving the customer information for the contract customer requested to the information inquiry from the insurance contract information database to provide to the mobile terminal Web-mobile linked insurance agent sales support system comprising a. The method of claim 1, The insurance information exposure unit, And searching the insurance contract information database according to the menu selection to provide the mobile terminal with customer list information corresponding to a preset period based on the current date, the web-mobile linked insurance agent sales support system. The method of claim 1, The customer information provider, Providing a phone number for the contract customer who requested the information inquiry from the insurance contract information database to the mobile terminal, and controls the mobile terminal to execute a phone call or a text message transmission. Support system. In the web-mobile linked insurance agent sales support system, An insurance contract information database, including the contract date of the contract customer, and customer information; An access request receiving unit receiving an access request from a mobile terminal; A selection menu providing unit for providing a selection menu to the mobile terminal according to the access request; A menu selection receiving unit for receiving a menu selection corresponding to a request for information on the date of the selection from the mobile terminal, wherein the command date is a reference date according to the date of birth of the customer for the insurance contract of the customer; Insurance information exposure unit for searching the insurance contract information database according to the menu selection and providing the information on the current day based on the current day to the mobile terminal-The current day based on the date of the information is a certain period from the date of the command to the present day. Contains customer list information of elapsed contract customers; An information inquiry request receiving unit which receives an information inquiry request for a specific contract customer among the customer list information from the mobile terminal; And Customer information providing unit for retrieving the customer information for the contract customer requested to the information inquiry from the insurance contract information database to provide to the mobile terminal Web-mobile linked insurance agent sales support system comprising a. The method of claim 4, wherein The insurance information exposure unit, And searching the insurance contract information database according to the menu selection to provide the mobile terminal with customer list information corresponding to a preset period based on the current date, the web-mobile linked insurance agent sales support system. The method of claim 4, wherein Prospective customer registration unit for receiving the customer information about the prospective customer to be insured from the mobile terminal and stores in the insurance contract information database Further comprising, web-mobile linked insurance carrier sales support system. The method of claim 4, wherein The customer information provider, Web-mobile linked insurance agent sales support system for providing the customer information in the form of a bulletin board containing the list and contents through the mobile terminal. The method of claim 4, wherein Memo processing unit for providing a memo pad to the mobile terminal receives the data related to the memo and stores in the insurance contract information database Web-mobile linked insurance agent sales support system further comprising a. In the method of providing a web-mobile linked insurance agent sales support system, The insurance contract information database maintaining contract date information and customer information of the contract customer; An access request receiving unit receiving an access request from a mobile terminal; Providing, by a selection menu provider, a selection menu to the mobile terminal according to the access request; Receiving, by a menu selection receiver, a menu selection corresponding to a contract date information request of the selection menu from the mobile terminal; The insurance information exposure unit searches the insurance contract information database according to the menu selection and provides the contract date information based on the current date to the mobile terminal-The contract date information based on the current date is a predetermined period from the contract date to the present date. Contains customer list information of the contracting customer; An information inquiry request receiving unit receiving an information inquiry request for a specific contract customer among the customer list information from the mobile terminal; And The customer information provider retrieves the customer information for the contract customer requesting the information inquiry from the insurance contract information database and provides it to the mobile terminal Method of providing a web-mobile linked insurance agent sales support system comprising a. In the method of providing a web-mobile linked insurance agent sales support system, The insurance contract information database maintaining the contract date information and the customer information of the customer; An access request receiving unit receiving an access request from a mobile terminal; Providing, by a selection menu provider, a selection menu to the mobile terminal according to the access request; Receiving, by a menu selection receiver, a menu selection corresponding to a request for information on the date of the selection from the mobile terminal, wherein the date of reference is a reference date according to the date of birth of the customer for the insurance contract of the customer; The insurance information exposure unit searches the insurance contract information database according to the menu selection and provides the mobile terminal with the information on the command date based on the current date-The command date information based on the current date is a predetermined period from the command date to the present day Contains customer list information of the elapsed contract customer; An information inquiry request receiving unit receiving an information inquiry request for a specific customer of the customer list information from the mobile terminal; And The customer information provider retrieves the customer information for the customer requesting the information inquiry from the insurance contract information database and provides it to the mobile terminal Method of providing a web-mobile linked insurance agent sales support system comprising a.
KR1020090014529A 2009-02-20 2009-02-20 System and providing method for supporting financial consultant business by interoperating web and mobile KR20100095315A (en)

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Cited By (7)

* Cited by examiner, † Cited by third party
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KR20150140596A (en) * 2015-07-20 2015-12-16 전대연 Smart Insurance App System for Insurance Manager.
KR20160059292A (en) * 2014-11-18 2016-05-26 삼성생명보험주식회사 Method, apparatus and computer program for determining target customer
KR20180084356A (en) * 2017-01-17 2018-07-25 이광호 Customer management for financial planner, information system linked with web page, and customer management method using it
KR20200065798A (en) * 2018-11-30 2020-06-09 주식회사 99퍼센트 Integrated insurance design service providing system based on insurance policy for design manager, and method providing for integrated insurance design service of the same
KR102152827B1 (en) 2020-01-09 2020-09-07 주식회사 그레이드헬스체인 Health rating evaluation system and method for predicting the probability of health accident
KR20230136404A (en) 2022-03-18 2023-09-26 윤두현 System and method for matching insurance professional based on location
KR102647392B1 (en) * 2023-09-25 2024-03-13 롯데손해보험 주식회사 Method and system for providing interactive insurance management platform services

Cited By (7)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
KR20160059292A (en) * 2014-11-18 2016-05-26 삼성생명보험주식회사 Method, apparatus and computer program for determining target customer
KR20150140596A (en) * 2015-07-20 2015-12-16 전대연 Smart Insurance App System for Insurance Manager.
KR20180084356A (en) * 2017-01-17 2018-07-25 이광호 Customer management for financial planner, information system linked with web page, and customer management method using it
KR20200065798A (en) * 2018-11-30 2020-06-09 주식회사 99퍼센트 Integrated insurance design service providing system based on insurance policy for design manager, and method providing for integrated insurance design service of the same
KR102152827B1 (en) 2020-01-09 2020-09-07 주식회사 그레이드헬스체인 Health rating evaluation system and method for predicting the probability of health accident
KR20230136404A (en) 2022-03-18 2023-09-26 윤두현 System and method for matching insurance professional based on location
KR102647392B1 (en) * 2023-09-25 2024-03-13 롯데손해보험 주식회사 Method and system for providing interactive insurance management platform services

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