KR20170000002A

KR20170000002A - Roll playing game method for insuarance products sales education

Info

Publication number: KR20170000002A
Application number: KR1020150088105A
Authority: KR
Inventors: 이윤석; 신석환; 한주영; 김희두; 김지연
Original assignee: 농협생명보험 주식회사
Priority date: 2015-06-22
Filing date: 2015-06-22
Publication date: 2017-01-02
Also published as: KR101716572B1

Abstract

The present invention comprises: a step of making public a role of a customer by a first trainee terminal opening a customer card by which the role of a customer is shown; a step of making public an insurance product which has to be sold by a second trainee terminal opening an employee card by which an insurance product is shown; and a step of relaying by an education management server, dialogue information between a first trainee and a second trainee held in accordance with each role of a customer and employee through the first trainee terminal and the second trainee terminal. As such, the present invention is able to make employees learn about the selling process of an insurance product, where know-how or examples for selling insurance products in real are defined using an online card game.

Description

ROLL PLAYING GAME METHOD FOR INSUARANCE PRODUCTS SALES EDUCATION

The present invention relates to a role-playing game method for insurance product sales education, and more particularly, to a role-playing game method for insurance product sales education in which insurance product sales education can be performed based on a card game.

As society becomes more complicated and diversified, various insurance products are being proposed. In particular, insurers are developing a variety of insurance products to meet their needs.

In addition, the insurance agent handling institutions are required to provide appropriate insurance products to the customers based on the purpose of purchasing the insurance products of the customers and the actual conditions suitable for the customers (for example, age, occupation, .

Therefore, customers can buy appropriate insurance products in consideration of their age, economic ability, and consumption level.

However, even if an insurance product suitable for the customer is provided, it is not easy for the insurance salesman to actively invite the customer to join the insurance product. This is because the product structure of insurance products is complex and difficult, customers have preconceived notions about insurance or fear of rejection from customers.

Thus, in the field of sales, each insurance salesperson needs to accumulate knowledge, experience, or know-how to enable customers to purchase insurance products.

However, in the past, it was limited to education on insurance products, and insurance education also proceeded in a form in which only information on insurance products was unilaterally provided, resulting in a very poor educational effect. As a result, there has been a problem that conventional insurance product education can not be fully utilized at actual sales sites.

Background Art [0002] The background art of the present invention is disclosed in Korean Patent Application Publication No. 2004-0029820 (Apr. 04, 2004), 'Life Insurance Education Method and its Recording Medium'.

SUMMARY OF THE INVENTION The present invention has been made to solve the above-mentioned problems, and an object of the present invention is to provide an insurance product sales process in which know-how and cases for selling insurance products on actual sites are defined, And to provide a role-playing game method for product sales education.

Another object of the present invention is to provide a method and system for insurer sales training in which a plurality of trainees can learn about an insurance product sales process while playing a card game on-line, thereby inducing competition among the educators, To provide a role-playing game method.

It is another object of the present invention to provide a role-playing game method for insurance product sales education that can cope with various situations that may occur in an actual field so as to increase the insurance product sales success rate.

According to an aspect of the present invention, there is provided a method of playing a role-playing game for insurance merchandise sales education, the method comprising: opening a customer card in which a role of a first customer is displayed; Opening the employee card in which the second student terminal displays the insurance commodity and disclosing the insurance commodity to be sold; And relaying the conversation information between the first and second trainees based on the roles of the customer and the employee through the first and second educator terminals, respectively, by the education and management server.

In the present invention, the customer card includes a customer role card for displaying a financial service requested to an employee; And a customer rejection card for exposing the reason for rejection of the insurance product purchase invitation by the employee.

In the present invention, the education management server assigns a role to a first educator and a second educator, and pays the customer card and the employee card to the first and second educator terminals, respectively And further comprising:

In the present invention, the education management server evaluates an insurance product sales manual learning state of the second student in accordance with the degree of similarity between the dialog information information and the pre-stored insurance product sales manual.

In the present invention, the insurance commodity sales manual includes at least one of information on the insurance commodity, a method for selling the insurance commodity, and a customer management method for the customer.

The present invention allows an insurance product sales process that defines know-how and cases for selling insurance products in an actual field to be learned using a card game on-line.

The present invention enables a plurality of trainees to learn about an insurance product sales process while playing a card game on-line, thereby inducing competition among educators and thereby enhancing the learning effect.

The present invention makes it possible to cope with various situations that may occur in an actual field so as to increase the success rate of insurance product sales.

1 is a block diagram of an insurance product sales education apparatus according to an embodiment of the present invention.
2 illustrates a customer role card according to an embodiment of the present invention.
FIG. 3 illustrates a customer rejection card according to an embodiment of the present invention.
4 illustrates an employee role card according to an embodiment of the present invention.
5 is a block diagram of a training management server according to an embodiment of the present invention.
FIG. 6 is a flowchart of a role-playing game method for insurance product sales education according to an embodiment of the present invention.

Hereinafter, a role playing game method for insurance product sales education according to an embodiment of the present invention will be described in detail with reference to the accompanying drawings. In this process, the thicknesses of the lines and the sizes of the components shown in the drawings may be exaggerated for clarity and convenience of explanation. Further, the terms described below are defined in consideration of the functions of the present invention, which may vary depending on the user, the intention or custom of the operator. Therefore, definitions of these terms should be made based on the contents throughout this specification.

FIG. 1 is a block diagram of an insurance product sales education apparatus according to an embodiment of the present invention. FIG. 2 is a diagram illustrating a customer role card according to an embodiment of the present invention. FIG. 4 is a diagram illustrating an employee role card according to an embodiment of the present invention, and FIG. 5 is a block diagram of a training management server according to an embodiment of the present invention.

Referring to FIG. 1, an insurance product sales education device according to an embodiment of the present invention includes a first student terminal 10, a second student terminal 20, and a education management server 30.

The first instructor terminal 10 is a device in which the first instructor terminal 10 is possessed or carried. The first instructor terminal 10 is connected to the training management server 30 via the communication network, All of the computing devices capable of using various services provided by the user can be employed. For example, the student terminal 10 may be a desktop computer, a laptop, a smart phone, a tablet personal computer (PDA), or a personal digital assistant (PDA).

The first student terminal 10 is connected to the education management server 30 via a communication network and downloads and installs a game program or application for insurance product sales education from the education management server 30, A card game for insurance product education can be conducted online with the terminal 20.

That is, the first student terminal 10 accesses the insurance goods sales education game room operated by the education management server 30 in accordance with the control instruction of the student to be educated, and, together with the second student education terminal 20, The game is executed under the control of the education management server 30.

Here, the game for insurance product sales education is performed in a card game format. In this case, a card corresponding to the role of the first student is paid to the first student terminal 10.

The second student terminal 20 is a device possessed or carried by the second student, and is the same in kind and function as the first student terminal 10 described above, and a detailed description thereof will be omitted.

On the other hand, a card corresponding to the role of the second educator is paid to the second student terminal 20.

Here, the card game for insurance product sales education proceeds in the form of a role-playing game in which the first and second educators perform the role of the customer and the employee in the position of the customer and the employee, respectively. In order to perform each role, a card corresponding to the role is paid to the first and second trainees.

For example, a customer card is paid to a first student who plays a customer role, and an employee card 21 is paid to a second student who plays a role of an employee.

In the present embodiment, it will be described by way of example that the first educator plays the role of the customer and the second educator performs the role of the staff. The first card is paid to the first student and the employee card 21 is paid to the second cardiologist do.

The customer card expresses the role of the customer in requesting financial services to the employee and dealing with the solicitation of the employee to join the insurance product. The customer card includes a customer role card (11) and a customer rejection card (12).

The customer role card (11) expresses the purpose of visiting the financial institution (111).

The customer role card 11 is displayed on the one side of the customer role card 11 as shown in FIG. 2 (a) The visiting object 111 as shown in Fig. 2 (b) is displayed through the other side of the door 11.

The purpose of the visit (111) may include opening a deposit account, applying for a loan, opening a credit card, etc. In addition, the financial service that a customer wants to receive from a financial institution may be included.

The customer rejection card (12) reveals a reason (121) for refusing the customer when he / she asks the financial institution to join the insurance product.

On the one side of the customer rejection card 12, a character denoting the customer rejection card 12 that can recognize the customer rejection card 12 is displayed as shown in FIG. 3A, and when the card is opened, A rejection cause 121 as shown in FIG. 3 (b) is displayed through the other side of the camera body 12.

Here, the reason for refusal (121) is a reason why a customer rejects a recommendation by a financial institution to insure the insurance product, and may be "no money" or "not interested in insurance".

On the other hand, the first instructor can select one of the plurality of reasons for rejection 121 and open it.

That is, the first student can open the customer rejection card 12 in the course of inducing the second student to join the insurance product, and refuse to recommend the insurance product.

The employee card (21) is displayed with the product name (211) of the insurance product such as "happiness fruit NH pension insurance (no)", "Hanaro NH3 large disease insurance", "NH universal whole life insurance like my heart" 4 (a), a letter of the staff card 21 is displayed on the one side of the staff card 21 so as to recognize that it is the staff card 21, and when the card is opened, the staff card 21 , A product name 211 as shown in FIG. 4 (b) is displayed.

The second instructor invites the first instructor of the insurance product of the product name 11 displayed on the employee card 21 through the second instructor terminal 20.

That is, the second educator simulates the situation where the first trainee visits the financial institution according to the visiting purpose (111) expressed by the customer card, invites the first trainee to join the insurance card of the employee card, Allow the product to join. For reference, the first student who is in charge of the customer role does not actually sign up for the insurance product.

Through the above process, the second training student is instructed to recommend the insurance product according to the customer role of the customer role card 11 and the insurance product of the employee card 21. Also, the second trainee pre-acquires the predetermined insurance product sales manual and recommends the insurance product according to the insurance product sales manual.

The employee card 21 is further provided with a role change card for changing the role of the trainee, a help request card for receiving the insurance product sales manual corresponding to the situation, and a compensation request card for success in insurance product purchase, . These cards can be a more fun card game.

For example, the second instructor may open a role change card, a help request card, a compensation request card, and the like among the employee cards 21.

In this case, the education operating unit 332 may change the roles of the first and second educators according to the opened card, pay a reward item according to the successful sale of the insurance product to the second educator, To the second student terminal 20.

The insurance product sales manual is information on the manner in which the insurance product printed on the employee card 21 is sold in a situation corresponding to each customer role printed on the customer card.

That is, the insurance product sales manual corresponds to each customer role printed on the customer card (the customer visits the financial institution according to the purpose of the visit (111), and the employee of the financial institution faces the customer who requested the financial service, (The situation where the insurance card is provided to the employee card 21).

The insurance product sales manual was created based on the experiences and examples of employees who have excellent insurance products in the field of sales. This insurance product sales manual may include at least one of information about an insurance product, a communication method for selling the insurance product, and a customer management method for the customer.

The education management server 30 is connected to the first and second trainee terminals 10 and 20 through a communication network to conduct a card game for selling insurance products to the first and second educators.

5, the education management server 30 includes an instructor information database 31, an insurance product sales manual database 32, and a control server 33. [

The trainee information database unit 31 stores the trainee information such as the first trainee and the second trainee. The information of the trainee may include the name, resident registration number, address, affiliation, and password of the trainee.

The insurance commodity sales manual database 32 stores insurance commodity sales manuals such as information on insurance commodities, a communication method for selling insurance commodities, and a customer management method for customers.

The control server 33 authenticates each of the first and second trainees participating in the game through the first and second trainee terminals 10 and 20 and acquires the first and second trainee And card game for insurance product sales learning. The control server 33 includes an authentication unit 331 and an education management unit 332. [

The authentication unit 331 authenticates the person to be trained based on the trainee information stored in the person trainee information database unit 31 when the trainee terminal is connected. That is, the authentication unit 331 receives the information on the trainee from each of the first and second trainee terminals 10 and 20, compares the information with the trainee information stored in the trainee information database 31, And authenticates the corresponding student.

The education management unit 332 operates a game room so that each of the participating students in the game room can play a card game for learning insurance product sales. To this end, the education management unit 332 stores all information for proceeding card game for insurance product sales learning, receives control commands from the first or second trainee terminal 10 or 20, And card game for learning insurance product sales according to a control command.

First, the education management unit 332 assigns roles to the first and second trainees when the first and second trainees access the game room. In this case, the education administration unit 332 may randomly assign the roles to the first and second educators, but the first and second instructors may directly select their roles.

In the present embodiment, an example is described in which the first person is in charge of a customer role and the second person is in an employee role.

The education administration unit 332 pays the customer card to the first student terminal 10 and pays the employee card 21 to the second student terminal 20 according to the role described above.

When the customer card and the employee card 21 are paid to the first and second educator terminals 10 and 20 respectively, the education and operation unit 332 distributes the first and second educator terminals 10 and 20 ) To open the card.

Thus, the first student-tutor terminal 10 requests the first student to open the customer card, and the second student-teacher terminal 20 requests the second student-student to open the employee card.

When the customer card open command is input, the first student-tutor terminal 10 opens the customer card to disclose the role of the customer, and when the employee card open command is input, the second student-teacher terminal 20 opens the employee card 21 The insurance product to be sold is disclosed.

Then, the second educator manipulates the second student-centered terminal 20 to interact with the first student in consideration of the purpose of visiting the customer in accordance with the insurance product sales manual acquired through the chat window of the corresponding game room, To join the insurance product.

Also, the first instructor operates the first student terminal 10 to communicate with the second student through the chat window of the corresponding game room, and at this time, performs the operation of opening the customer reject card 12, and so on.

At this time, the education administration unit 332 establishes a chat window as described above, and sends a chat session between the first and second educators through the first and second educator terminals 10 and 20, Relay the conversation information.

The education management unit 332 stores the conversation information input from each of the first and second educator terminals 10 and 20 and transmits the conversation information to the insurance product sales manual database 32 of the insurance product sales manual database 32, And evaluates the insurance product sales manual learning state of the second educator based on the degree of similarity.

On the other hand, the second instructor can open a role change card, a help request card, a compensation request card, and the like among the employee cards 21.

When the role change card is opened, the education administration unit 332 changes the roles of the first and second educators and exchanges the cards that have been paid.

In addition, when the compensation request card is opened, the education operation unit 332 pays a reward item corresponding to the successful sale of the insurance product to the second educator.

In addition, when the help request card is opened, the education operating unit 332 detects insurance product sales manual corresponding to the situation in the insurance product sales manual database unit 32, and transmits the manual to the second student-center terminal 20. Thus, the second educator can refer to the insurance merchandise sales manual output from the second tutor terminal 20.

Hereinafter, a role playing game method for insurance product sales education according to an embodiment of the present invention will be described in detail with reference to FIG.

FIG. 6 is a flowchart of a role-playing game method for insurance product sales education according to an embodiment of the present invention.

Referring to FIG. 6, first, the training management server 30 receives training information from each of the first training student terminal 10 or the second training training terminal 20, compares the training training information with previously stored training training information, And certifies the trainee as the basis.

The education management server 30 assigns a role to the first and second trainees when the first and second trainees access the game room (S10).

The education management server 30 pays the customer card to the first student-tutor terminal 10 and pays the employee card 21 to the second student-tutor terminal 20 according to the assigned role (S20).

Then, the education management server 30 requests the first student terminal 10 and the second student terminal 20 to open a card, and in response to the card opening request, the first student is transferred to the first student terminal 10 via the first student- The card is opened to reveal the role of the customer, and the second student opens the employee card 21 through the second student-teacher terminal 20 and releases the insurance product to be sold (S30).

At this time, the education management server 30 establishes a chat window and displays chat information input from the first and second educator terminals 10 and 20 through the chat window, that is, And relay the conversation information between the trainee and the second trainee (S40).

In other words, the second educator manipulates the second student-centered terminal 20 to attempt a conversation with the first student in consideration of the purpose of visiting the customer in accordance with the insurance product sales manual acquired through the chat window, The first student instructs the second student to interact with the second student through the chat window by manipulating the first student-tutor terminal 10 and then opens the customer-rejection card 12 do.

In this case, the education management server 30 stores the conversation information inputted from each of the first and second educator terminals 10 and 20, compares the conversation information with the insurance commodity sales manual, 2 Evaluate insurance agent sales manual learning status of the trainee (S50).

On the other hand, the second instructor can open a role change card, a help request card, a compensation request card, and the like among the employee cards 21. When the role change card is opened, the education operation unit 332 reads the first and second assistants And when the reward request card is opened, the reward item corresponding to the successful sale of the insurance product is paid to the second student. In addition, when the help request card is opened, the education management server 30 transmits the insurance product sales manual to the second educator terminal 20, and the second educator refers to the insurance product sales manual output from the second educator terminal 20 It becomes possible.

As described above, the present embodiment allows the insurance product sales process that defines know-how or cases for selling insurance products in an actual field to be learned using a card game (role playing game) on-line.

In addition, the present embodiment allows a plurality of students to learn about the insurance product sales process while playing a card game on-line, thereby inducing competition among the educators and thereby enhancing the learning effect.

In addition, the present embodiment makes it possible to cope with various situations that may occur in an actual field so as to increase the insurance product sales success rate.

While the present invention has been particularly shown and described with reference to exemplary embodiments thereof, it is clearly understood that the same is by way of illustration and example only and is not to be taken by way of limitation, I will understand. Accordingly, the true scope of the present invention should be determined by the following claims.

10: First-person tutor terminal
11: Customer role card
111: Purpose of Visit
12: Customer rejection card
121: Reason for refusal
20: second training student terminal
21: Employee Card
211: Product name
30: Training management server
31: Personnel information database part
32: insurance product sales manual database part
33: control server
331:
332: Education Operations Department

Claims

Opening a customer card in which a role of a customer is displayed by the first student terminal, and disclosing a role of the customer;
Opening the employee card in which the second student terminal displays the insurance commodity and disclosing the insurance commodity to be sold; And
And relaying conversation information between a first educator and a second educator based on each role as a customer and an employee through the first and second educator terminals at the first and second educator terminals, How to play games.

The method of claim 1, wherein the customer card
A customer role card that exposes financial services to employees; And
And a customer rejection card for expressing a reason for rejection of the insurance product purchase invitation by the employee.

The education server according to claim 1, wherein the education management server assigns roles to the first and second educators, and distributes the customer cards and the employee cards to the first and second educator terminals, respectively, The method of claim 1, further comprising the steps of:

2. The insurance product sales education system according to claim 1, wherein the education management server evaluates an insurance product sales manual learning state of the second educator based on the degree of similarity between the dialog information and the pre- How to play.

The insurance product sales manual according to claim 4, wherein the insurance product sales manual includes at least one of information on the insurance product, a communication method for selling the insurance product, and a customer management method for the customer How to train.