TWM541072U - Device for insurance sales - Google Patents

Description

Action insurance device

This new type belongs to the field of insurance sales, especially for mobile insurance devices.

With the rapid development of technology, in order to improve the convenience of the insurance process, insurance-related industries are all committed to the development of digital online insurance software, or mobile applications. However, the insurance platform provided on the market is mostly designed for consumers. This innovation can solve most problems arising from insurance and simplify the insurance process. However, it is still necessary to pay attention to insurance products, especially production. Risks, a wide variety of claims and complex calculation methods, for consumers, it is not easy to select suitable insurance products through digital insurance, which often makes consumers more expensive in using online insurance, or prefer to directly choose traditional paper. Insured method for insurance.

In order to enable customers to correctly select the right insurance products, the insurance salesman plays an indispensable role in the process. However, in the prior art, there is no suitable action insurance product for the insurance salesman to use, especially the more complicated property insurance insurance business, and it is more urgent to feel the shortage. In view of this, there is a need in the art for an improved mobile insurance device to improve the deficiencies of the prior art.

The novel content is intended to provide a simplified summary of the disclosure in order to provide a basic understanding of the disclosure. This new content is not a complete overview of this disclosure. It is not intended to identify key/critical elements of the present embodiments or to define the scope of the present invention.

One aspect of the present invention relates to an action insurance device that has a simple operation interface and enables a user to quickly and accurately perform various services in various insurance processes. Furthermore, the mobile insurance device has a foolproof function to prevent the user from making mistakes in the process of executing the business, and a time control function to remind the user of the time limit of each service. In addition, this action insurance device is equipped with a small helper who intelligently assists the user to complete the insurance business, and reminds the user of the matters to be noticed in a digital manner.

An aspect of the present invention relates to an action insurance device comprising a display, a processor and a memory electrically coupled to each other, the memory storing a computer readable command, the computer readable command The processor can be executed to perform the following steps: (a) generating an operation interface on the display, wherein the operation interface includes a work list and a form presentation area; and (b) receiving a new case request from the user To generate a work form input interface, wherein the work form input interface is for the user to input a insurance information; and (c) receiving the insurance information input by the user to generate a work form and located in the form presentation area The work form includes a basic data area, a dynamic display area, and a first warning display area, wherein the dynamic display area is used to display the status of the work form, and the first warning display area is used to Provide warnings at time points.

According to an embodiment of the present invention, the dynamic display area is used to display the processing status of the work form in real time.

According to another embodiment of the present invention, the first warning display area is configured to display an upcoming expiration information or an upcoming deletion information according to the preset time point.

In an embodiment, the working form includes a second alert display area further configured to provide a remaining time information according to the preset time point.

In another embodiment, the insurance information is selected from the group consisting of: an applicant information, a product target information, and an insurance product information.

In a non-limiting embodiment, the work list includes a plurality of form groups for the user to manage the work form in different states. In an optional embodiment, the work form is a quotation form, a letter of guarantee, or an appointment form.

According to an embodiment of the present invention, in the step (b), in the step (b), after receiving the new case request from the user, a work form interface is generated, which includes a new case creation area. And a historical data conversion area, wherein the new case establishment area includes the following group: a new quotation, an additional toll form, and a new appointment form. In a specific embodiment, the historical data conversion area is used to convert a stored data into the work form.

According to another embodiment of the present invention, in the step (c), the computer readable command is further included to perform the following steps: generating an auxiliary information on the work form input interface to assist the user Enter the insurance information. According to still another embodiment of the present invention, in step (c), further including importing a pre-existing insurance information to generate the work form.

In order to enable the user to have a clearer understanding of whether the insurance process and the documents are complete, in the step (b), the work form input interface further includes a form of filling the table, which corresponds to the insurance information setting. Specifically, the filling phase is presented in an axis.

According to still another embodiment of the present invention, the computer readable command is further included to perform the following steps: generating an image capture interface for the user to Providing an image of at least one product target; and receiving an image of the product target provided by the user and storing in the mobile device.

The basic spirit and other novel objects of the present invention, as well as the technical means and implementations of the present invention, can be readily understood by those of ordinary skill in the art.

100‧‧‧Action insurance device

110, 210, 410‧‧‧ operation interface

112‧‧‧ display

114‧‧‧Processor

116‧‧‧ memory

120, 220, 420‧‧‧ work list

121‧‧‧ main function menu

122, 222, 422‧‧‧ Form presentation area

130, 430‧‧‧ work form input interface

132, 432‧‧‧ Insurance Information

135, 435 ‧ ‧ fill in the stage

140, 140A, 140B‧‧‧ work forms

142‧‧‧Basic data area

144‧‧‧Dynamic display area

146‧‧‧First warning display area

148‧‧‧Second warning display area

225‧‧‧ pending status column

260, 460‧‧‧Create a work form interface

262, 462‧‧ ‧ new case establishment area

264, 464‧‧‧ Historical Data Conversion Area

311‧‧‧Image capture interface

313‧‧‧Upper functional area

315‧‧‧Under the functional area

431‧‧‧Work Form Input Completion Interface

433‧‧‧Signature field

439‧‧‧Auxiliary information

The above and other objects, features, advantages and embodiments of the present invention will become more apparent and understood. The description of the drawings is as follows: FIG. 1 is a schematic diagram of an action insured device 100 according to an embodiment of the present disclosure. 2 is an architectural diagram of an action-insurance application according to an embodiment of the present invention; FIG. 3 is a schematic diagram of an operation interface 110 according to an embodiment of the present disclosure; FIG. 4 is a diagram according to the present disclosure. A schematic diagram of a work form input interface 130 shown in an embodiment; FIG. 5 is a schematic diagram of an operation interface 110 according to another embodiment of the present disclosure; and FIG. 6 is a view according to still another embodiment of the present disclosure. A schematic diagram of the operation interface 110; FIG. 7 is a working form interface 260 according to an embodiment of the present disclosure; FIG. 8 is an image capture interface 311 according to an embodiment of the present disclosure; and FIG. 9 to FIG. 18 are schematic diagrams of operation of the insurance process according to an embodiment of the present disclosure.

The various features and elements in the figures are not drawn to scale, and are in the In addition, similar elements/components are referred to by the same or similar element symbols throughout the different drawings.

In order to make the description of the present disclosure more detailed and complete, the following description of the embodiments of the present invention and the specific embodiments thereof are set forth. The features of various specific embodiments, as well as the method steps and sequences thereof, are constructed and manipulated in the embodiments. However, other specific embodiments may be utilized to achieve the same or equivalent function and sequence of steps.

Unless otherwise defined in the specification, the meaning of the scientific and technical terms used herein is the same as that of ordinary skill in the art. In addition, the singular noun used in this specification covers the plural of the noun in the case of no conflict with the context; the plural noun of the noun is also included in the plural noun used.

It can be understood that the "action insurance device" generally has at least some form of storage medium; the storage medium includes electrical, non-electrical, removable and non-removable media, and can be applied appropriately. Method or technology to enable the above media to be used to store desired information (eg, computer readable instructions, data structures, application modules, and others) data). Storage media includes but is not limited to: RAM, ROM, EEPROM, flash memory, or other memory technology, CD-ROM, digital versatile audio and video (DVD), or other optical storage, magnetic tape, tape, disk A slice memory, as well as other magnetic storage devices, or any other medium that can be used to store the required information and be accessible to the processor. In general, communication components can be used to implement computer readable instructions, data, structures, application modules and other data into various data signals and can be transmitted through any communication medium. By way of illustration and not limitation, communication media includes wired media (such as a wired network or direct wired connection) and wireless media (such as sonic, infrared, radio, microwave, spread spectrum, and other wireless media technologies). Furthermore, computer readable media as used herein refers to any available media that can be accessed by the processor, such as the storage media described above, communication components, or a combination of both. By way of illustration and not limitation, the "action-insurance device" may be a desktop computer, a server computer, a handheld or laptop device, a personal digital assistant, a multi-processor system, a microprocessor-based system, or a machine. Top boxes, programmable consumer electronics, mobile phones (especially smart phones), network computers, mini computers, host computers, distributed computing environments containing any of the above systems or devices, and the like. In a preferred embodiment, the "action insurance device" applicable to the novel content may be a tablet computer.

The "computer readable command" described in the present disclosure refers to an application that a user can install and run on a mobile device.

As used herein, "user" means an individual suitable for use in the present method of action and management and/or the present device, for example, a consumer or an insurer. In a preferred embodiment, the user is an insurance salesperson.

In order to provide better service and standardize operating procedures, the present invention provides an action insurance device. The action insurance device simplifies the cumbersome operation process, enables the user to quickly complete the insurance business and control the business status.

Fig. 1 is a schematic view showing an action insured device shown in an embodiment of the present invention. The action insurance device 100 has a display 112, a processor 114, and a memory 116. The processor 114 and the display 112 are electrically coupled to the memory 116, and the memory stores a computer readable command. As described above, the present invention provides a novel mobile insurance device that provides an easy-to-use user interface for the first time, enabling an insurance clerk (ie, a user) to quickly assist a customer in completing an insurance operation. In a non-limiting embodiment, the mobile insurance device of the present invention further includes a wireless transmission module (not shown), such as Wi-Fi, Bluetooth, and infrared.

FIG. 2 is a block diagram of an action-insurance application according to an embodiment of the present invention. The action insurance application is run on the mobile insurance device 100. As shown in Figure 2, the Action Insured application includes an Action Insured Home page, followed by the Main Function Menu 121, but is not limited to, new cases, input, submitted, speed, other functions, and search. Each function on each main function menu 121 has a corresponding sub-function menu, which is listed under each main function. Specifically, under the new case list, the package includes new quotation, new toll form, new appointment form, remittance quotation, and renewal quotation. The input list also includes the quotation and the quotation. The middle of the list; the list of approved and included in the review list; the quick processing menu contains the pending, pending and unprinted singles; the expiring menu includes the renewal policy and the reservation form; Other function menus include payment, survey and latest news menus; and search menus, directly into the search interface.

In addition, there are corresponding form groups in the main function menu and the secondary function menu, for example, "quote in the middle", "in the middle of the insurance", "in the underwriting", "rejection case", "to be completed", Individual menus such as "Pending Payment" and "Unprinted" will correspond to different status work forms, allowing users to more clearly control and track the dynamics of each work form.

FIG. 3 is a schematic illustration of the operation interface 110 in accordance with an embodiment of the present disclosure. Referring to FIG. 1-3, the computer readable command in the mobile insurance device 100 can be executed to perform the following steps: (a) generating an operation interface 110 on the display 112, wherein the operation interface includes a work list. 120 and a form present area 122. In an optional embodiment, the work list 120 includes a plurality of options corresponding to the main function menu settings of FIG. 2 (eg, new cases, input, submitted, speed processing, other functions, and search, etc.). Those of ordinary skill in the art are able to adjust various key options in the function list 120 depending on the state of actual use. The form presentation area 122 is a block presented by the user using the work form arrangement established by the action insurance device 100. In the actual operation process, when the mobile insurance device 100 receives the new case request from the user, a work form input interface 130 is generated for the user to input a insurance information (Fig. 4).

As shown in FIG. 4, the insurance information 132 covers applicant information, product target information, and insured product information, wherein the applicant information is basic information of the insured, the insured, and the person in charge, and the product information may be any The subject matter of the product (eg, automobile, house and other movable property), the insured commodity information is insured goods, for example, compulsory insurance, car body insurance, theft insurance, liability insurance, residential fire insurance, commercial fire insurance, hull, fishing insurance , cargo transportation insurance, construction of comprehensive insurance, installation of comprehensive insurance and travel insurance. In the process of inputting the insurance information 132, in order to let the user clearly know the stage of the policy information 132 input, the work form input interface 130 further includes a filling stage column 135, wherein the information of the filling stage column 135 corresponds to The category setting of the insurance information 132, for example, applicant information, product target information, and insured product information. In a non-limiting embodiment, the fill-in stage column 135 is presented on an axis. After the user completes the insurance information input through the work form input interface 130, a work form 140A or 140B is generated and displayed in the form presentation area 122 (see FIG. 5). In an optional embodiment, the work form is a quotation, a letter of guarantee, a renewal policy, or an appointment form.

The form presentation area 122 may present a plurality of work forms 140A and 140B, wherein the information displayed by each work form 140A or 140B includes, but is not limited to, a basic data area 142, a dynamic display area 144, and a first alert display. Zone 146 and second alert display zone 148. The work form 140A or 140B can expand to display detailed information. The information displayed in the basic data area 142 includes, but is not limited to, a form number, an insured person, a document number, a product target, an insurance product, a premium, and a version. The dynamic display area 144 is used to instantly display the processing status of the work form 140A or 140B. For example, if it is a work form in the input, it can display the quotation input, the quotation, the middle of the insurance, the input of the insurance, and the self-authorization of the review (other sources are imported). If it is a work form that has been submitted for review, its status may be in the underwriting or deprecation case. If it is a quick processing work form, its status can be to be paid, to be completed, and unprinted. If it is a work form that expires soon, that is, the status of the work form can display the types of the work forms, such as an appointment form, a renewal policy, and the like.

In order to allow the user to clearly know the work form 140A or 140B to be removed from the list, the first alert display area 146 is located in the upper right corner of the work form 140A or 140B and can be distinguished by colored blocks. The first warning display area 146 is configured to display an upcoming expiration information or an upcoming deletion information according to the preset time point. For example, after the quotation (work form 140A) is established, the action guarantee device 100 can set the expiration date of the quotation form, that is, a preset time point is generated from the date of the form establishment, and the preset time is When there are only 24 hours left at the time, the first warning display area 146 will display an information that is about to expire or is about to be deleted. Furthermore, the second warning display area 148 of the present invention further includes a remaining time information according to the preset time point. The configuration of the second alert display area 146 can effectively help the user to quickly and accurately control the time limit of the case.

Figure 6 is an operational interface diagram 110 in accordance with another embodiment. The functional blocks of the operation interface are in principle the same as the above-described embodiments, and therefore, the same portions will not be described again. In this operation interface 110, a secondary work list 123 is further provided between the work list 120 and the form presentation area 122. The function options on the secondary work list 123 correspond to the second The function menu setting is set; for example, the work list 120 has an option corresponding to the main function menu of the second figure (for example, new cases, input, submitted, speed processing, other functions, and search, etc.) When the user selects "input" on the function list 120, the secondary function list 123 corresponds to the display two function options, which are "quote in the middle" and "in the middle of the warranty". Moreover, the computer readable instructions in the present mobile insured device 100 can be used to perform the zooming of the window sizes of the work forms 140A and 140B as they are executed. Please also refer to FIG. 5 and FIG. 6, wherein, as shown in FIG. 5, the work forms 140A and 140B are in a long view and are sequentially arranged in the form presentation area 122; and, see FIG. 6, the work form. The 140A and 140B are arranged in a block view to be arranged in the form presentation area 122.

7 is a setup work form interface 260 according to an embodiment of the present disclosure, which includes a new case creation area 262 and a history data conversion area 264, wherein the new case creation area includes three button options, for example, "additional quotation "Additional to-be-protected books" and "Additional reservations", and the historical data conversion area is used to convert a stored data into any of the above forms of work forms. In this embodiment, the historical data conversion area includes two button options, such as “import quotation” or “renew quotation”. Taking the "continuation of insurance to quote" function as an example, the new type of mobile insurance device accesses historical information (for example, renewal or breakout) stored in a remote server (ie, an insurance service provider) (ie, pre-stored) Insured information), the basic information required to bring in the quotation is checked for a quotation.

It can be understood that the general knowledge in the technical field can adjust the content corresponding to each button in the new file creation area 262 and the historical data conversion area 264 according to the actual use condition. The main creative spirit of the new work form interface 260 is that With the new area on the top, the historical information is merged into the following table to establish the memory level.

FIG. 8 is an image capture interface 311 according to an embodiment of the present invention. In this embodiment, the image capturing interface 311 is an image capturing interface of the vehicle, and the user is provided with the appearance of the automobile by the configuration of the buttons of the interface. As shown The image capturing interface is mainly divided into upper and lower functional areas (313 and 315), and the upper functional area 313 mainly displays basic data in the insured data, such as basic data of the applicant, vehicle information and image shooting. Date, etc. The lower function area 315 is provided with a plurality of photo capture buttons, namely "right front", "right rear", "left front", "left rear", "interior" and "mileage". Each button guides the user to take different perspectives of the car and provide the photos to the insurance service provider for reviewing the actual condition of the car's exterior. In an optional implementation, each image obtained by using the image capturing interface 311 can be stored in the new mobile insurance device, or the impact can be transmitted to the remote server along with the corresponding required file ( That is, the insurance service provider).

9 to 18 are schematic views showing the operation of the insurance process according to an embodiment of the present invention. It should be noted that the action insurance device provided by the present invention and the program executed by the present invention mainly provide insurance salesman operations. As described above, insurance products are numerous and the terms are complicated, and consumers often cannot work alone to select suitable insurance products. Therefore, in order to bring the customer closer to the salesman and provide better services, the mobile insurance device developed by the new model can assist the salesman to complete the insurance operation quickly, and can standardize the operation process to avoid mistakes, and paperless. The process is not only environmentally friendly but also reduces the amount of paper and labor costs incurred each year.

In a preferred embodiment, before using the new mobile insurance device, the user (ie, the insurance salesman) needs to perform identity verification to log in to the new mobile insurance device, for example, providing an ID number, verification code or other verification information. Wait.

Referring to FIG. 9, the operation interface 410 of the mobile insurance device includes a work list 420 and a form presentation area 422. The work list 420 includes at least four types of buttons, from left to right, respectively, "+" (ie, new cases), "input" (ie, in the case of query input), "submitted" (ie, the query has been Submit case), "speed processing" (ie, need to follow up the case as soon as possible), "fast expiration" (ie, query expiration) and "..." (ie, other menus), where click on the "input", "submitted", "speed processing" or "fast expiration" button, the action insurance device will generate a corresponding work form to be presented in the form On area 422. In an optional embodiment, the work form includes, but is not limited to, a quotation or a book to be guaranteed. Under normal circumstances, according to the general insurance procedure, the insurance salesperson will provide a corresponding quotation for the customer's reference based on the customer's insurance target and the type of insurance product to be insured. The production method of the quotation is as follows: the user needs to first click the "+" button to generate the work form interface 460. As described above, the new work form interface 460 is divided into upper and lower areas, respectively, which are the new case establishment area 462 and The historical data conversion area 464, the same content will not be described again. Here, the "Add Quotation" button is selected to generate a work form input interface 430 for the user to input the insurance information (Fig. 11). In general, the work form input interface 430 can be a single interface or a plurality of interfaces. Those skilled in the art can adjust the presentation mode of the input interface according to the actual use. In this embodiment, the necessary information required for making the quotation form is mainly three types, that is, the applicant, the vehicle information, and the insurance content. Therefore, the work form input interface 430 is divided into three sub-interfaces according to the categories. To facilitate user input. Furthermore, a form filling stage 435 is arranged above the work form input interface 430, and the information of each stage displayed is set corresponding to the insurance information (eg, applicant, vehicle information, and insurance content). As shown in the figure, the filling stage column 435 is presented on an axis, so that the user can see the items to be completed at each stage at a glance, and check whether the items are actually completed. In this embodiment, the filling stage column 435 is provided with a plurality of dots, each dot represents a processing stage, and if the dot is white, the corresponding item of the stage is not completed, if the origin is black , representing the corresponding project at this stage has been completed, this way allows users to complete the work forms more efficiently. Those of ordinary skill in the art are able to vary the design of the dot shape and the corresponding pattern pattern for each state in accordance with its usual experience.

In the embodiment of the present invention, an automobile related insurance is taken as an example. In the insurance information, the applicant covers the insured, the insured and the person in charge, and the corresponding body. Information and contact information, etc. (Figure 11). The vehicle information (ie, the subject information) is the type of vehicle to be insured, the amount of exhaust, the date of manufacture and the date of the license (Figure 12). The insurance content can be compulsory, car insurance, theft and liability. Insurance, etc. (Fig. 13). Furthermore, the new mobile insurance device can generate an auxiliary information 439 in the work form input interface 430 to assist the user in inputting the insurance information (Fig. 11 and Fig. 12). In addition, in an embodiment, the insured content may be brought into a pre-existing insurance portfolio, and the pre-existing insurance portfolio may be an insurance product that the consumer frequently selects (covering the main insurance), or the insurance product that the insurer currently plays.

After inputting the insurance information, the action insurance device calculates the risk and, if necessary, needs to connect with the remote server (for example, Guanmao Network Co., Ltd.) to conduct a risk assessment, generate a quotation and present it in the form. In the column area (not shown); in addition, when the mobile insurance device network is connected, the quotation can be transmitted synchronously to the remote server of the insurance service provider.

FIG. 14 is a work form input completion interface 431 according to an embodiment of the present invention. The interface includes three function keys, namely “confirmed to be guaranteed”, “modified quotation” and “shared quotation”. In the present embodiment, one of the features of the software executed by the mobile insurance device is that the user can directly share the completed quotation with the third party communication software through the "Share Quote" button.

In this interface, the user can check the content of the quotation again for correction. If there is any need for further modification, you can select "Modify the quotation" to modify it. Then, if the user creates a letter of insured with the information of the quotation, he can select the "confirm to protect" button to make a letter of guarantee (Fig. 14). In addition to the above-mentioned applicants, car registration materials and insurance contents, the necessary information required for the production of the book must include the documents to be prepared and the payment method. Therefore, in the present embodiment, the work form input interface 430 is divided into six sub-interfaces of the applicant, the vehicle information, the insurance content, the documents to be prepared, the signature, and the payment method to establish the book to be guaranteed. The applicant, the vehicle information and the insured content are in principle the same as the filling field when the quotation is made (there is less information required to establish the quotation, but the full field is required to establish the guaranty), here Do not repeat them. If the user has incomplete information on the applicant, the vehicle information and the insured content when establishing the quotation, it is necessary to continue to complete the relevant information such as the applicant, the vehicle information and the insurance content, and at the same time, the content of each information can be reconfirmed. Is it correct (Figure 15).

The documents to be prepared are the necessary documents to be provided at the time of insurance. In this embodiment, the vehicle insurance is taken as an example. The documents to be provided are the electronic consent form and the agreed driving list (Fig. 16). After the necessary documents are completed and the documents are completed, the customer is required to review the contents of each document and use the action insurance device to generate a signature field 433 for the consumer to electronically sign. After the consumer signs the field, the new method is more The positioning of the electronic signature into the signature field of each of the required documents is completed, and the contracting operation is completed (Fig. 17). In another embodiment, when there are a plurality of files for the consumer to sign, the novel method similarly uses the mobile device to generate a signature field for the consumer to electronically sign, and then sign the electronic signature after the consumer completes the signing. At the same time, locate in a signature column in a plurality of files (for example, an electronic consent form, an insured book or other contract, etc.).

After completing each step, the insurance salesman will check the insurance expenses generated by the operation insurance device for the customer to check. After the amount is correct, the payment method will be further selected, such as cash, check, online credit card, offline credit card and customer self-payment, etc. Policy delivery methods, such as salespersons, outsourcing, or electronic policies (Figure 18). After the execution of the above-mentioned various stages of the operation, a remote server that generates a guarantee and transmits it to the insurance service provider is completed to complete the insurance operation.

100‧‧‧Action insurance device

112‧‧‧ display

114‧‧‧Processor

116‧‧‧ memory

Claims (14)

An action insured device includes: a display; a processor electrically coupled to the display; a memory coupled to the processor, wherein the memory stores a computer readable command, the computer can The read command can be executed by the processor to perform the following steps: (a) generating an operation interface on the display, wherein the operation interface includes a work list and a form presentation area; and (b) receiving the user from the user Adding a case request to generate a work form input interface, wherein the work form input interface is for the user to input a insurance information; and (c) receiving the insurance information input by the user to generate a work form and located The form is presented on the column, wherein the work form includes a basic data area, a dynamic display area, and a first warning display area, wherein the dynamic display area is used to display the status of the work form, and the first warning display area Used to provide warnings based on a preset time. The device of claim 1, wherein the dynamic display area is used to display the processing status of the work form in real time. The device of claim 1, wherein the first alert display area is configured to display an upcoming expiration message or an upcoming deletion message according to the preset time point. The device of claim 3, wherein the working form further comprises a second alert display area for further providing a remaining time information according to the preset time point. The device of claim 1, wherein the insurance information is selected from the group consisting of: an applicant information, a product target information, and an insurance product information. The device of claim 1, wherein the work list includes a plurality of form groups for the user to manage the work form in different states. The device of claim 1, wherein the work form is a quotation, a letter of guarantee, or an appointment form. The device of claim 7, wherein in the step (b), after receiving the new case request from the user, a work form interface is generated, which includes a new case creation area and a historical data conversion area. The new case establishment area includes the following groups: new quotation, new toll form, and new appointment form. The device of claim 8, wherein the historical data conversion area is configured to convert a stored data into the work form. The device of claim 1, wherein in the step (c), the computer readable command is further included to perform the following steps: An auxiliary information is generated in the work form input interface to assist the user in inputting the insurance information. The device of claim 1, wherein in the step (c), further including importing a pre-existing insurance information to generate the work form. The device of claim 1, wherein in the step (b), the work form input interface further comprises a fill-in stage column, wherein the fill-in stage column corresponds to the insurance information setting. The device of claim 12, wherein in the step (b), the filling phase is presented in an axis. The device of claim 1, wherein the computer readable command is further configured to perform the steps of: generating an image capture interface for the user to provide at least one product target image; and receiving from the use The image of the product provided by the user is stored in the mobile device.