TWM618893U - Electronic device for insuring - Google Patents

Electronic device for insuring Download PDF

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Publication number
TWM618893U
TWM618893U TW110205087U TW110205087U TWM618893U TW M618893 U TWM618893 U TW M618893U TW 110205087 U TW110205087 U TW 110205087U TW 110205087 U TW110205087 U TW 110205087U TW M618893 U TWM618893 U TW M618893U
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Taiwan
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processor
query
interface
pointing
option
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TW110205087U
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Chinese (zh)
Inventor
陳信良
宋少瑋
黃一正
林惠雯
黃昭偉
陳家祥
李政諺
何偉豪
姚婷予
郭怡賢
繆昆陵
鄭偉志
藍尉倫
李香妮
宋沂樺
黃玉秀
高千涵
陳漢立
鄒偉桐
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國泰世紀產物保險股份有限公司
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Priority to TW110205087U priority Critical patent/TWM618893U/en
Publication of TWM618893U publication Critical patent/TWM618893U/en

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Abstract

An electronic device for insuring is provided. The processor of the electronic device for insuring is configured to generate a new case creation interface with a pointing label and a sub-interface block. The processor selects a first pointing label of a plurality of pointing labels and displays a first newly established fields set of a plurality of newly established fields sets. When determining that the first newly established fields set has been completed of inputting information, the processor selects a second pointing label of the pointing labels and displays a second newly established fields set of the newly established fields sets. The processor performs premium trial calculations and apply for insuring in response to that all of the newly established fields sets have completed of inputting information.

Description

用於投保的電子裝置 Electronic device for insuring

本新型屬於電子裝置領域,特別是一種用於投保的電子裝置。 The new type belongs to the field of electronic devices, in particular to an electronic device used for insurance.

為增進投保流程的便利性,數位化的線上投保軟體及行動應用程式已成為保險產業的趨勢。在保險的市場中,保險業務員扮演不可或缺的角色,惟市面上所提供的投保平台主要是針對消費者所開發設計,並無合適的用於投保的電子裝置供保險業務員使用。然而,特別是較為複雜的產險投保業務,更能迫切感受到不足。有鑑於此,本領域亟需一種改良的用於投保的電子裝置,以改善先前技術的不足。 In order to enhance the convenience of the insurance application process, digital online insurance application software and mobile applications have become a trend in the insurance industry. In the insurance market, insurance salespersons play an indispensable role, but the insurance application platforms provided on the market are mainly developed and designed for consumers, and there are no suitable electronic devices for insurance salespersons to use. However, especially the more complex property insurance business, the shortcomings can be felt more urgently. In view of this, there is an urgent need in the art for an improved electronic device for insurance in order to improve the deficiencies of the prior art.

新型內容旨在提供本揭示內容的簡化摘要,以使閱讀者對本揭示內容具備基本的理解。此新型內容並非本揭示內容的完整概述,且其用意並非在指出本新型實施例的重要/關鍵元件或界定本新型的範圍。 The new content aims to provide a simplified summary of the content of the disclosure so that readers have a basic understanding of the content of the disclosure. This new content is not a complete overview of the present disclosure, and its intention is not to point out the important/key elements of the embodiments of the present invention or to define the scope of the present invention.

本新型之一態樣係有關於一種用於投保的電子裝置,以讓使用者透過用於投保的電子裝置進行投保。 One aspect of the present invention relates to an electronic device for insuring, so that users can apply for insurance through the electronic device for insuring.

依據本新型一實施例,用於投保的電子裝置具有顯示器、輸入裝置以及處理器。處理器電性連接於顯示器及輸入裝置,其中處理器用以執行下列 步驟。處理器產生操作介面於顯示器,其中,操作介面包括新案建立選項及管理功能選項。響應於輸入裝置接收新案建立選項的觸發指示,處理器產生新案建立介面,其中新案建立介面具有指向標籤以及子介面區塊,每一指向標籤依序對應新案建立步驟的其中一個,且新案建立步驟的每一個分別對應多個新建欄位組的其中一個。處理器選取指向標籤的第一指向標籤,且於子介面區塊產生新建欄位組中的第一新建欄位組。處理器判斷第一新建欄位組已完成輸入資訊,選取指向標籤的第二指向標籤,且於子介面區塊產生新建欄位組中的第二新建欄位組。 響應於判斷新建欄位組中的每一個完成輸入資訊,處理器依據新建欄位組對應的資訊進行保費試算及投保。 According to an embodiment of the present invention, the electronic device for insuring has a display, an input device and a processor. The processor is electrically connected to the display and the input device, and the processor is used to execute the following step. The processor generates an operating interface on the display, where the operating interface includes new project creation options and management function options. In response to the input device receiving the trigger instruction of the new case creation option, the processor generates a new case creation interface, wherein the new case creation interface has a pointing label and a sub-interface block, and each pointing label corresponds to one of the new case creation steps in sequence, and the new case creation step Each of corresponds to one of multiple newly created field groups. The processor selects the first pointing label of the pointing label, and generates the first new field group in the new field group in the sub-interface block. The processor judges that the first newly created field group has completed inputting information, selects the second pointing label of the pointing label, and generates the second newly created field group in the newly created field group in the sub-interface block. In response to determining that each of the newly created field groups has completed the input of information, the processor performs a trial calculation of premiums and insures based on the information corresponding to the newly created field groups.

依據本新型另一實施例,處理器還用以於第一指向標籤被選取時,使第一指向標籤的顏色、形狀、大小、字型及標線的至少一個不同於指向標籤中的其他指向標籤。處理器還用以於第二指向標籤被選取時,使第一指向標籤的顏色、圖形及標線相同於指向標籤中的其他指向標籤,並使第二指向標籤的顏色、圖形及標線的至少一個不同於指向標籤中的其他指向標籤。 According to another embodiment of the present invention, the processor is further used for making at least one of the color, shape, size, font, and marking of the first pointing label different from other pointing labels in the pointing label when the first pointing label is selected. Label. The processor is also used to make the color, graphics, and markings of the first pointing label the same as the other pointing labels in the pointing label when the second pointing label is selected, and make the color, graphics, and markings of the second pointing label the same as those of other pointing labels. At least one is different from the other pointing labels in the pointing label.

依據本新型另一實施例,用於投保的電子裝置還具有通訊裝置,其中,通訊裝置電性連接至處理器,並連接至遠端伺服器,以擷取遠端伺服器的外部資料。此外,處理器執行下列步驟中的至少一個:辨識外部資料影像中的文字資訊,並將外部資料填寫至對應的新建欄位組中,以及依據新建欄位組對應的資訊以及外部資料進行保費試算。 According to another embodiment of the present invention, the electronic device for insuring further has a communication device, wherein the communication device is electrically connected to the processor and connected to a remote server to retrieve external data from the remote server. In addition, the processor performs at least one of the following steps: recognizing the text information in the external data image, filling the external data into the corresponding newly created field group, and performing a premium trial calculation based on the information corresponding to the newly created field group and the external data .

依據本新型另一實施例,處理器依據新建欄位組對應的資訊進行保費試算及投保時,依據新建欄位組對應的資訊建立要保書,並對要保書進行電子檢核與電子套印。 According to another embodiment of the present invention, when the processor performs premium trial calculation and insuring based on the information corresponding to the newly created field group, it creates the insurance document based on the information corresponding to the newly created field group, and performs electronic verification and electronic overprinting of the insurance document. .

依據本新型另一實施例,管理功能選項對應於案件查詢選項、車險續保選項、理賠申報選項及理賠查詢選項,且案件查詢選項、車險續保選項以 及理賠服務選項顯示於操作介面。或者,處理器還用以響應於輸入裝置接收管理功能選項的觸發指示,產生管理功能介面。並且,管理功能介面包括案件查詢選項、車險續保選項以及理賠服務選項。 According to another embodiment of the present invention, the management function options correspond to case query options, auto insurance renewal options, claims declaration options, and claims query options, and the case query options and auto insurance renewal options are And claims service options are displayed on the operation interface. Alternatively, the processor is further configured to generate a management function interface in response to the input device receiving a trigger indication of the management function option. In addition, the management function interface includes case query options, auto insurance renewal options, and claims service options.

依據本新型另一實施例,響應於輸入裝置接收案件查詢選項的觸發指示,處理器產生案件查詢介面。響應於輸入裝置接收查詢條件,處理器於案件查詢介面中顯示與查詢資訊相關聯的查詢結果列表。 According to another embodiment of the present invention, in response to the input device receiving the trigger instruction of the case query option, the processor generates the case query interface. In response to the input device receiving the query condition, the processor displays a query result list associated with the query information in the case query interface.

依據本新型另一實施例,響應於輸入裝置接收車險續保選項的觸發指示,處理器產生車險續保介面。處理器產生指定區間內的到期案件清單,並顯示於車險續保介面中。到期案件清單具有多筆到期案件,且每一到期案件對應至複製保單選項。處理器在輸入裝置接收對應到期案件其中之一的複製保單選項的觸發指示時,依據到期案件其中之一的資訊產生新建要保書。 According to another embodiment of the present invention, in response to the input device receiving the trigger instruction of the auto insurance renewal option, the processor generates the auto insurance renewal interface. The processor generates a list of due cases in the specified interval and displays it in the auto insurance renewal interface. The due case list has multiple due cases, and each due case corresponds to the copy policy option. When the processor receives the trigger instruction of the copy policy option corresponding to one of the expired cases, the processor generates a new insurance requirement form according to the information of one of the expired cases.

依據本新型另一實施例,用於投保的電子裝置包括通訊裝置,通訊連接於處理器。響應於輸入裝置接收理賠申報選項的觸發指示,處理器產生理賠申報介面。響應於輸入裝置接收理賠申請資訊,處理器判斷理賠目標的承保情形及指定檢核條件。在理賠目標的該承保情形為承保中,並滿足指定檢核條件時,處理器通過通訊裝置傳送理賠申請資訊至遠端伺服器,以使遠端伺服器接收理賠申請資訊時,發送回報簡訊至指定手機號碼,並於指定時間發送理賠申請資訊至指定電子郵件。 According to another embodiment of the present invention, the electronic device for insuring includes a communication device, which is communicatively connected to the processor. In response to the input device receiving the triggering instruction of the claim settlement option, the processor generates a claim settlement interface. Responsive to the input device receiving the claim application information, the processor determines the underwriting situation of the claim target and specifies the inspection conditions. When the underwriting situation of the claim target is underwriting and the specified inspection conditions are met, the processor sends the claim application information to the remote server through the communication device, so that when the remote server receives the claim application information, it sends a report message to Specify the mobile phone number and send the claim application information to the specified email at the specified time.

依據本新型另一實施例,用於投保的電子裝置包括通訊裝置,通訊連接於處理器。響應於輸入裝置接收理賠查詢選項的觸發指示,處理器產生理賠查詢介面。響應於該輸入裝置接收理賠查詢資訊,處理器於理賠查詢介面中顯示與理賠查詢資訊相關聯的理賠查詢列表。理賠查詢列表包括至少一筆理賠申請資訊,且理賠申請資訊對應至進度查詢選項。響應於輸入裝置接收進度查詢選項的觸發指示,處理器於理賠查詢介面中顯示對應理賠申請資訊的理賠進度。 According to another embodiment of the present invention, the electronic device for insuring includes a communication device, which is communicatively connected to the processor. In response to the input device receiving the triggering instruction of the claim settlement query option, the processor generates a claim settlement query interface. In response to the input device receiving the claim query information, the processor displays a claim query list associated with the claim query information in the claims query interface. The claim query list includes at least one claim application information, and the claim application information corresponds to the progress query option. In response to the input device receiving the trigger instruction of the progress query option, the processor displays the claim settlement progress corresponding to the claim settlement application information in the claim settlement query interface.

在參閱下文實施方式後,本新型所屬技術領域中具有通常知識者當可輕易瞭解本新型之基本精神及其他新型目的,以及本新型所採用之技術手段與實施態樣。 After referring to the following embodiments, those with ordinary knowledge in the technical field to which the present invention belongs can easily understand the basic spirit and other new objectives of the present invention, as well as the technical means and implementation aspects of the present invention.

100:用於投保的電子裝置 100: Electronic device used for insuring

110:顯示器 110: display

120:輸入裝置 120: input device

130:處理器 130: processor

200:操作介面 200: Operation interface

212、212a、212b:新案建立選項 212, 212a, 212b: New case creation options

214、214a、214b:管理功能選項 214, 214a, 214b: management function options

300、400、500、600:新案建立介面 300, 400, 500, 600: New project creation interface

310:指向標籤 310: Point to label

320:子介面區塊 320: Sub-interface block

330:第一新建欄位組 330: The first new field group

430:第二新建欄位組 430: The second new field group

530:第三新建欄位組 530: The third new field group

630:第四新建欄位組 630: The fourth new field group

700:案件查詢介面 700: Case inquiry interface

710:查詢欄位 710: Query field

720:查詢結果列表 720: Query result list

800:車險續保介面 800: Auto insurance renewal interface

810:查詢欄位 810: Query field

820:到期案件清單 820: List of Due Cases

900:理賠申報介面 900: Claim declaration interface

910:商品類別選項 910: Product category options

920:欄位 920: field

950:理賠查詢介面 950: Claims inquiry interface

960:進度查詢選項 960: Progress query options

為讓本新型的上述與其他目的、特徵、優點與實施例能更明顯易懂,所附圖式之說明如下: 圖1繪示本新型一實施方式所示的用於投保的電子裝置的示意圖。 In order to make the above and other objects, features, advantages and embodiments of the present invention more obvious and understandable, the description of the attached drawings is as follows: FIG. 1 is a schematic diagram of an electronic device for insuring according to an embodiment of the present invention.

圖2繪示本新型一實施方式所示的用於投保的電子裝置的操作介面的示意圖。 FIG. 2 is a schematic diagram of an operation interface of an electronic device for insuring according to an embodiment of the present invention.

圖3繪示本新型一實施方式所示的用於投保的電子裝置的新案建立介面的第一示意圖。 FIG. 3 is a first schematic diagram of a new case creation interface for an electronic device for insuring according to an embodiment of the present invention.

圖4繪示本新型一實施方式所示的用於投保的電子裝置的新案建立介面的第二示意圖。 4 shows a second schematic diagram of a new case creation interface for an electronic device for insuring according to an embodiment of the present invention.

圖5繪示本新型一實施方式所示的用於投保的電子裝置的新案建立介面的第三示意圖。 FIG. 5 shows a third schematic diagram of a new case creation interface for an electronic device for insuring according to an embodiment of the present invention.

圖6繪示本新型一實施方式所示的用於投保的電子裝置的新案建立介面的第四示意圖。 FIG. 6 is a fourth schematic diagram of a new case creation interface of an electronic device for insuring according to an embodiment of the present invention.

圖7繪示本新型一實施方式所示的用於投保的電子裝置的案件查詢介面的示意圖。 FIG. 7 is a schematic diagram of a case inquiry interface of an electronic device for insuring according to an embodiment of the present invention.

圖8繪示本新型一實施方式所示的用於投保的電子裝置的車險續保介面的示意圖。 FIG. 8 is a schematic diagram of an auto insurance renewal interface of an electronic device for insuring according to an embodiment of the present invention.

圖9繪示本新型一實施方式所示的用於投保的電子裝置的理賠申報介面的示意圖。 FIG. 9 is a schematic diagram of a claim settlement interface of an electronic device for insuring according to an embodiment of the present invention.

圖10繪示本新型一實施方式所示的用於投保的電子裝置的理賠查詢介面的示意圖。 FIG. 10 is a schematic diagram of a claim settlement query interface of an electronic device for insuring according to an embodiment of the present invention.

根據慣常的作業方式,圖中各種特徵與元件並未依比例繪製,其繪製方式是為了以最佳的方式呈現與本新型相關的具體特徵與元件。此外,在不同圖式間,以相同或相似的元件符號來指稱相似的元件/部件。 According to the usual operation method, the various features and components in the figure are not drawn to scale, and the drawing method is to present the specific features and components related to the present invention in the best way. In addition, in different drawings, the same or similar element symbols are used to refer to similar elements/components.

為了使本揭示內容的敘述更加詳盡與完備,下文針對了本新型的實施態樣與具體實施例提出了說明性的描述;但這並非實施或運用本新型具體實施例的唯一形式。實施方式中涵蓋了多個具體實施例的特徵以及用以建構與操作這些具體實施例的方法步驟與其順序。然而,亦可利用其他具體實施例來達成相同或均等的功能與步驟順序。 In order to make the description of the present disclosure more detailed and complete, the following provides an illustrative description for the implementation aspects and specific embodiments of the present invention; this is not the only way to implement or use the specific embodiments of the present invention. The implementation manners cover the characteristics of a number of specific embodiments and the method steps and sequences used to construct and operate these specific embodiments. However, other specific embodiments can also be used to achieve the same or equal functions and sequence of steps.

除非本說明書另有定義,此處所用的科學與技術詞彙之含義與本新型所屬技術領域中具有通常知識者所理解與慣用的意義相同。此外,在不和上下文衝突的情形下,本說明書所用的單數名詞涵蓋該名詞的複數型;而所用的複數名詞時亦涵蓋該名詞的單數型。 Unless otherwise defined in this specification, the scientific and technical terms used herein have the same meanings as understood and used by those with ordinary knowledge in the technical field to which the present invention belongs. In addition, without conflict with the context, the singular nouns used in this specification cover the plural nouns; and the plural nouns used also cover the singular nouns.

「用於投保的電子裝置」可以是桌上型電腦、伺服器電腦、手持式或膝上型裝置、個人數位助理、多處理器系統、基於微處理器之系統、機上盒、可程式化消費性電子產品、行動電話(特別是智慧型手機)、網路電腦、迷你電腦、主機電腦、包含任何上述系統或裝置之分散式運算環境及與其相似者。在一 較佳的實施方式中,適用於本新型內容之「行動用於投保的電子裝置」可以是平板電腦。 "Electronic devices for insuring" can be desktop computers, server computers, handheld or laptop devices, personal digital assistants, multi-processor systems, microprocessor-based systems, set-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 similar ones. In a In a preferred embodiment, the "mobile electronic device for insuring" applicable to the content of the present invention may be a tablet computer.

在此所述之「使用者」是指適用於本新型行動投保及管理方法和/或本裝置的個體,例如,消費者或保險業者等。在較佳的實施方式中,所述使用者是指保險業務員。 The "user" mentioned here refers to an individual applicable to the new mobile insurance and management method and/or the device, for example, a consumer or an insurance company. In a preferred embodiment, the user refers to an insurance salesperson.

為了提供更好的服務,以及標準化作業程序,本新型提供一種用於投保的電子裝置,提供了直觀的操作流程,讓使用者能夠快速完成投保業務及掌控各業務狀態。 In order to provide better services and standardized operating procedures, this new model provides an electronic device for insuring, providing an intuitive operation process, allowing users to quickly complete the insuring business and control the status of each business.

在實施例所述之「指向標籤」,是以標籤的形狀、顏色、標線、字型、尺寸、標線中的至少一個的變化,或者以明確的文字表達標籤的先後順序。藉此,以讓觀看者能透過視覺直接辨識標籤的先後順序。 The "pointing label" described in the embodiment refers to a change in at least one of the shape, color, marking, font, size, and marking of the label, or expressing the order of the label in clear words. In this way, the viewer can visually recognize the sequence of the tags directly.

在實施例所述各種選項之名稱僅為示意,在不違背本新型的精神下,任何的修改皆不脫本新型之範疇。 The names of the various options described in the embodiments are merely illustrative, and any modification does not depart from the scope of the present invention without departing from the spirit of the present invention.

圖1繪示本新型一實施方式所示的用於投保的電子裝置的示意圖。請參照圖1,用於投保的電子裝置100具有顯示器110、輸入裝置120以及處理器130,且顯示器110及輸入裝置120電性連接於處理器130。以平板電腦為例,顯示器110與輸入裝置120是以具備顯示模組以及觸控模組的觸控式螢幕進行實作,處理器130則為適用於行動裝置的處理器。又以桌上型電腦為例,顯示器110可以為外接的液晶螢幕,輸入裝置120為滑鼠及鍵盤,處理器130為中央處理器。本新型並不以上述例子為限。在一非限制的實施方式中,本新型的用於投保的電子裝置更設有通訊裝置(圖中未繪示),例如,適用於行動網路、Wi-Fi、藍牙和紅外線的通訊晶片,或者適用於乙太網路的通訊晶片等。 FIG. 1 is a schematic diagram of an electronic device for insuring according to an embodiment of the present invention. Please refer to FIG. 1, the electronic device 100 for insurance has a display 110, an input device 120 and a processor 130, and the display 110 and the input device 120 are electrically connected to the processor 130. Taking a tablet computer as an example, the display 110 and the input device 120 are implemented by a touch screen with a display module and a touch module, and the processor 130 is a processor suitable for mobile devices. Taking a desktop computer as an example, the display 110 may be an external liquid crystal screen, the input device 120 may be a mouse and a keyboard, and the processor 130 may be a central processing unit. The present invention is not limited to the above examples. In a non-limiting embodiment, the electronic device for insuring of the present invention is further equipped with a communication device (not shown in the figure), for example, a communication chip suitable for mobile network, Wi-Fi, Bluetooth and infrared. Or a communication chip suitable for Ethernet.

圖2繪示本新型一實施方式所示的用於投保的電子裝置的操作介面的示意圖。請同時參照圖1及圖2。在此實施例中,處理器130產生操作介面200 於顯示器110中,此操作介面200包括新案建立選項212及管理功能選項214。具體而言,新案建立選項212可以階層式標籤所實作,在操作介面200中僅顯示新案建立選項212a,並於點選第一層新案建立選項212a後,展開第二層的新案建立選項212b,即新建汽機車車險、新建旅綜險、新建商業險、新建健傷險以及新建雇主類保險。又或者是,在另一實施例中,第一層的新案建立選項212a被點選後,操作介面會被導引至顯示第二層新案建立選項212b的子畫面。又或者是,新案建立選項212不具備階層式標籤,僅顯示新案建立選項212b。 FIG. 2 is a schematic diagram of an operation interface of an electronic device for insuring according to an embodiment of the present invention. Please refer to Figure 1 and Figure 2 at the same time. In this embodiment, the processor 130 generates an operating interface 200 In the display 110, the operation interface 200 includes a new project creation option 212 and a management function option 214. Specifically, the new project creation option 212 can be implemented in a hierarchical tab. Only the new project creation option 212a is displayed in the operation interface 200. After clicking the first-level new project creation option 212a, the second-level new project creation option 212b is expanded , Namely, newly-built automobile insurance, newly-built travel comprehensive insurance, newly-built commercial insurance, newly-built health insurance and newly-built employer insurance. Or, in another embodiment, after the new project creation option 212a of the first level is clicked, the operation interface will be guided to a sub-screen displaying the new project creation option 212b of the second level. Or, the new case creation option 212 does not have a hierarchical label, and only the new case creation option 212b is displayed.

相似地,管理功能選項214可以階層式標籤所實作,在操作介面200中僅顯示管理功能選項214a,並以展開階層或子畫面(下稱管理功能介面)的方式顯示第二層的管理功能選項214b,即案件查詢選項、車險續保選項、理賠申請選項以及理賠查詢選項。又或者是,管理功能選項214也可以不具備階層式標籤,僅顯示管理功能選項214b。在不同的實施例中,新案建立選項212及管理功能選項214能以上述地不同方式呈現,本新型不限於此。 Similarly, the management function option 214 can be implemented by a hierarchical label. Only the management function option 214a is displayed in the operation interface 200, and the management function of the second layer is displayed in an expanded hierarchy or sub-screen (hereinafter referred to as the management function interface). Option 214b, that is, case query options, auto insurance renewal options, claims application options, and claims query options. Alternatively, the management function option 214 may not have a hierarchical label, and only the management function option 214b is displayed. In different embodiments, the new case creation option 212 and the management function option 214 can be presented in different ways as described above, and the present invention is not limited to this.

圖3繪示本新型一實施方式所示的用於投保的電子裝置的新案建立介面的第一示意圖。請同時參照圖1至圖3,當輸入裝置120接收新案建立選項212的觸發指示,響應於此,處理器130產生新案建立介面300。新案建立介面300具有指向標籤310以及子介面區塊320。指向標籤會透過粗線外框的外觀以讓使用者明確地得知步驟順序。在其他實施例中,指向標籤也可以透過不同的形狀、顏色、標線、字型、大小等方式表現先後順序,此新型不限於此。須說明的是,在此實施例中,指向標籤310的每一個會依序對應至新案建立步驟的其中一個。具體而言,此實施例的新案建立步驟為:需求分析、選擇投保內容、輸入投保資訊以及備齊應備文件。而指向標籤310具有對應上述步驟的「需求分析」、「投保內容」、「投保資訊」以及「應備文件」。在不同實施例中,新案建立步驟可 以不同於此實施例的新案建立步驟,而指向標籤310會依據新案建立步驟的數目及內容進行調整,本新型不限於此。 FIG. 3 is a first schematic diagram of a new case creation interface for an electronic device for insuring according to an embodiment of the present invention. Referring to FIGS. 1 to 3 at the same time, when the input device 120 receives the trigger instruction of the new case creation option 212, in response to this, the processor 130 generates a new case creation interface 300. The new project creation interface 300 has a pointing label 310 and a sub-interface block 320. The pointing label will let the user know the sequence of the steps clearly through the appearance of the thick outline. In other embodiments, the pointing label can also express the order in different shapes, colors, markings, fonts, sizes, etc. The new type is not limited to this. It should be noted that in this embodiment, each of the pointing labels 310 corresponds to one of the steps of creating a new case in sequence. Specifically, the steps of creating a new case in this embodiment are: demand analysis, selection of insurance content, input of insurance information, and preparation of necessary documents. The pointing label 310 has "needs analysis", "insurance content", "insurance information" and "documents to prepare" corresponding to the above steps. In different embodiments, the new case creation step can be With a new case creation step different from this embodiment, the pointing label 310 will be adjusted according to the number and content of the new case creation step, and the present invention is not limited to this.

除此之外,新案建立步驟的每一個會對應到一新建欄位組。舉例來說,商業險的新案建立步驟相同於上述四個步驟。根據實務所需,在步驟一「需求分析」中,對應的新建欄位組為「公司行號」、「行業別」、「縣市別」、「營業坪數」、「總樓層」、「員工人數」、「是否為鋼筋水泥外牆」、「是否為鋼筋水泥造平屋頂」以及「保險期間」。在步驟二「選擇投保內容」中,對應的新建欄位組為「財產保障-金額1」、「財產保障-金額2」、「員工保障」、「顧客保障-方案1」以及「顧客保障-方案2」。步驟三「輸入投保資訊」中,對應的新建欄位組為「地址」、「建築物所有權資訊」、「被保險人及其聯絡資訊」以及「要保人及其聯絡資訊」。步驟四「備齊應備文件」中,對應的新建欄位組為「要保人及被保人需求及適合度評估暨招攬人員報告書」及「風險屬性評估書」。 In addition, each step of creating a new case corresponds to a new field group. For example, the steps for establishing a new case for commercial insurance are the same as the above four steps. According to practical needs, in step one "demand analysis", the corresponding new field group is "company line number", "industry type", "county city type", "business floor number", "total floor", " Number of employees", "Whether it is a reinforced concrete exterior wall", "Whether it is a reinforced concrete flat roof", and "Insurance period". In step 2 "Select the insurance content", the corresponding new field groups are "Property Protection-Amount 1", "Property Protection-Amount 2", "Employee Protection", "Customer Protection-Plan 1" and "Customer Protection- Scenario 2". In step 3 "Enter Insurance Information", the corresponding new field groups are "Address", "Building Ownership Information", "Insured and its Contact Information", and "Insurant and its Contact Information". In step 4 "Prepare all necessary documents", the corresponding newly created field groups are "Assessment of Demands and Suitability of Claimants and Insureds and Report on Recruitment of Personnel" and "Risk Attribute Assessment".

須說明的是,在本實施例中,處理器130產生新案建立介面300時,預設選取指向標籤310的第一個(即,需求分析。下稱第一指向標籤),並在子介面區塊320中顯示對應的第一新建欄位組330。此時,處理器130控制第一指向標籤的顏色、圖形及標線的至少一個不同於指向標籤310中的其他指向標籤。藉此,以讓使用者可以明確地得知目前進行的步驟,例如在此實施例中,第一指向標籤外觀標線會以較粗的線條進行表示。 It should be noted that, in this embodiment, when the processor 130 generates the new project creation interface 300, the first one of the pointing tags 310 (ie, demand analysis. Hereinafter referred to as the first pointing tag) is selected by default, and it is in the sub-interface area. The corresponding first newly created field group 330 is displayed in block 320. At this time, the processor 130 controls at least one of the color, graphics, and markings of the first pointing label to be different from other pointing labels in the pointing label 310. In this way, the user can clearly know the current steps. For example, in this embodiment, the marking line of the first pointing label is represented by a thicker line.

此外處理器130也可以通過通訊裝置連接至遠端伺服器,並擷取遠端伺服器的外部資料,並透過辨識外部資料的影像中的文字資訊,將外部資料填寫至對應的新建欄位組中。舉例來說,處理器130可以連接至商業登記公示伺服器,透過爬蟲獲取公示伺服器的頁面影像,進而使用光學文字辨識(Optical Character Recognition,OCR)技術辨識頁面影像,以擷取對應公司統一編號的商 業登記公示資料,以自動將代表人資訊、公司登記地址、資本額等資訊填入新建欄位組中,藉此減少使用者操作上瑣碎的細節。又或者是,如圖3所示,通訊裝置可以連線到監理所的伺服器,透過爬蟲獲取監理所的伺服器的頁面影像,進而使用光學文字辨識(Optical Character Recognition,OCR)技術辨識頁面影像,以獲取牌照資料。 In addition, the processor 130 can also connect to a remote server through a communication device, and retrieve external data from the remote server, and fill in the external data into the corresponding new field group by identifying the text information in the image of the external data middle. For example, the processor 130 may be connected to a commercial registration publicity server, obtain a page image of the publicity server through a crawler, and then use Optical Character Recognition (OCR) technology to identify the page image to retrieve the corresponding company uniform number Quotient Industry registration publicity data, to automatically fill in information such as representative information, company registration address, capital amount and other information into the new field group, thereby reducing the trivial details of the user’s operation. Or, as shown in Figure 3, the communication device can be connected to the server of the supervision office to obtain the page image of the server of the supervision office through a crawler, and then use the optical character recognition (OCR) technology to identify the page image To obtain license information.

圖4繪示本新型一實施方式所示的用於投保的電子裝置的新案建立介面的第二示意圖。請同時參照圖1-4,處理器130在判斷第一新建欄位組330已完成輸入資訊,選取指向標籤310的第二個(即:投保內容。下稱第二指向標籤),且在子介面區塊320產生新建欄位組中的第二新建欄位組430。具體來說,處理器130會偵測使用者是否按下「確認/下一步」的選項來判斷第一新建欄位組330是否已完成輸入資訊。又或者是,處理器130會依據第一新建欄位組330的欄位是否填寫完整且合規,進而判斷第一新建欄位組330是否已完成輸入資訊。本新型不以上述例子為限。 4 shows a second schematic diagram of a new case creation interface for an electronic device for insuring according to an embodiment of the present invention. Referring to FIGS. 1-4 at the same time, the processor 130 judges that the first newly created field group 330 has completed the input of information, selects the second one pointing to the label 310 (that is, the content of insurance. Hereinafter referred to as the second pointing label), and in the sub The interface block 320 generates a second new field group 430 in the new field group. Specifically, the processor 130 detects whether the user presses the "Confirm/Next" option to determine whether the first newly created field group 330 has completed inputting information. Alternatively, the processor 130 may determine whether the first newly created field group 330 has completed the input of information according to whether the fields of the first newly created field group 330 are completely filled in and comply with the regulations. The present invention is not limited to the above examples.

此外,處理器130在選取第二指向標籤的同時,也會同時取消第一指向標籤的選取。因此,處理器130會使第一指向標籤的顏色、圖形及標線相同於指向標籤中的其他指向標籤,並使第二指向標籤的顏色、圖形及標線的至少一個不同於指向標籤中的其他指向標籤。 In addition, when the processor 130 selects the second pointing label, it also cancels the selection of the first pointing label at the same time. Therefore, the processor 130 makes the color, graphics, and markings of the first pointing label the same as other pointing labels in the pointing label, and makes at least one of the color, graphics, and markings of the second pointing label different from those in the pointing label. Other points to tags.

圖5繪示本新型一實施方式所示的用於投保的電子裝置的新案建立介面的第三示意圖。圖6繪示本新型一實施方式所示的用於投保的電子裝置的新案建立介面的第四示意圖。請同時參照圖1至圖6,在使用者完成第二新建欄位組430的輸入,處理器130會自動選取指向標籤310的第三個(即:投保資訊。下稱第三指向標籤),且在子介面區塊320產生新建欄位組中的第三新建欄位組530。在使用者完成第三指向標籤的輸入,處理器130會自動選取自動選取指向標籤310的第四個(即:應備文件。下稱第四指向標籤),且在子介面區塊320產生 新建欄位組中的第四新建欄位組630。在上述的內容中,處理器130運作的細節可由圖4的說明中類推,於此不再贅述。 FIG. 5 shows a third schematic diagram of a new case creation interface for an electronic device for insuring according to an embodiment of the present invention. FIG. 6 is a fourth schematic diagram of a new case creation interface of an electronic device for insuring according to an embodiment of the present invention. Please refer to FIGS. 1 to 6 at the same time. After the user completes the input of the second new field group 430, the processor 130 will automatically select the third pointing label 310 (ie: insurance information. Hereinafter referred to as the third pointing label), And a third new field group 530 in the new field group is generated in the sub-interface block 320. After the user completes the input of the third pointing label, the processor 130 will automatically select and automatically select the fourth pointing label 310 (ie: the file to be prepared. Hereinafter referred to as the fourth pointing label), and generate it in the sub-interface block 320 Create the fourth new column group 630 in the new column group. In the above content, the details of the operation of the processor 130 can be deduced from the description of FIG. 4 and will not be repeated here.

值得一提的是,在本新型的一實施例中,處理器130會透過通訊裝置連線到監理所的伺服器,並根據車牌號碼搜尋監理站的影像,找到對應的車籍資料並自動填入,藉此減少使用者操作上瑣碎的細節。 It is worth mentioning that, in an embodiment of the present invention, the processor 130 connects to the server of the supervision office through a communication device, and searches for the image of the supervision station according to the license plate number, finds the corresponding car registration data and automatically fills in it. In order to reduce the trivial details of the user’s operation.

在使用者對每一個新建欄位組輸入完畢後,即可針對使用者輸入的資料進行保費試算及投保。詳細來說,處理器130會判斷新建欄位組中的每一個是否已完成輸入資訊,例如,處理器130可以在新案建立介面中產生輸入完成的選項。當輸入完成的選項被觸發時,處理器130檢查所有必填欄位是否已填上資料以及填上的資料是否合乎每個欄位設計的規則。若所有必填欄位皆已填上合乎規則的資料,處理器130即判斷新建欄位組中的每一個皆已完成輸入資訊。 After the user has entered each new field group, the premium trial calculation and insurance can be performed on the data entered by the user. In detail, the processor 130 determines whether each of the newly created field groups has completed inputting information. For example, the processor 130 may generate an input completed option in the new case creation interface. When the input completed option is triggered, the processor 130 checks whether all required fields have been filled in with data and whether the filled data meets the design rules of each field. If all required fields have been filled in with data that meets the rules, the processor 130 determines that each of the newly created field groups has completed inputting information.

進一步地,處理器130依據新建欄位組對應的資訊進行保費試算及投保。具體而言,在確認輸入的資料都符合欄位設計規則後,處理器130會依據新建欄位組對應的資訊建立要保書,並對要保書進行電子檢核與電子套印。此外,處理器130可以依據預先設定好的投保規則以及新建欄位組中對應的資訊進行試算,以判斷被保險對象是否符合投保規則,並試算保費。在另一實施例中,處理器130會連接至遠端伺服器,擷取遠端伺服器的外部資料,以依據新建欄位組對應的資訊以及外部資料進行保費試算。舉例來說,遠端伺服器可以是全國保險統計伺服器,處理器130可以擷取全國保險統計資訊,藉此和被保險對象的資料相比,以估算適用於被保險對象的保費。又或者是,遠端伺服器可以是保險公司內部伺服器,處理器130可以擷取保險公司的保險規則與保費試算方式,藉此以估算被保險對象的保費。 Further, the processor 130 performs a trial calculation of the premium and applies for insurance according to the information corresponding to the newly created field group. Specifically, after confirming that the input data complies with the field design rules, the processor 130 will create the insurance certificate according to the information corresponding to the newly created field group, and perform electronic verification and electronic overprinting of the insurance certificate. In addition, the processor 130 may perform trial calculations based on preset insurance rules and corresponding information in the newly created field group to determine whether the insured object meets the insurance rules and trial calculations of premiums. In another embodiment, the processor 130 is connected to a remote server, and retrieves external data from the remote server, so as to perform a trial calculation of the premium based on the information corresponding to the newly created field group and the external data. For example, the remote server may be a national insurance statistics server, and the processor 130 may retrieve national insurance statistics information, and compare it with the data of the insured object to estimate the premium applicable to the insured object. Alternatively, the remote server may be an internal server of an insurance company, and the processor 130 may retrieve insurance rules and premium trial calculation methods of the insurance company to estimate the premium of the insured object.

除了新案件的進件的功能外,本新型同時提供了管理介面,以利使用者進行案件管理。圖7繪示本新型一實施方式所示的用於投保的電子裝置的 案件查詢介面的示意圖。請同時參照圖1、圖2以及圖7,具體而言,輸入裝置120接收管理功能選項的觸發指示,響應於此,處理器130產生案件查詢介面700。查詢介面700中具有多個查詢欄位710,以讓使用者輸入查詢條件(例如:保單狀態、商品等)。並且,在輸入裝置120接收到查詢條件時,處理器130會在案件查詢介面中700顯示與該些查詢資訊相關聯的查詢結果列表720。在本新型的一實施例中,若未接收到任何條件,處理器130可以預設顯示與使用者相關聯的所有案件,例如,屬於此營業員負責的所有保單。在本新型的另一實施例,查詢欄位710和查詢結果列表720可以在不同的子頁或頁籤中顯示,本新型不限於此。 In addition to the function of importing new cases, this model also provides a management interface to facilitate user case management. FIG. 7 illustrates the electronic device for insuring according to an embodiment of the present invention Schematic diagram of the case inquiry interface. Please refer to FIG. 1, FIG. 2 and FIG. 7 at the same time. Specifically, the input device 120 receives the trigger instruction of the management function option, and in response to this, the processor 130 generates the case query interface 700. The query interface 700 has multiple query fields 710 for the user to input query conditions (for example, policy status, commodities, etc.). Moreover, when the input device 120 receives the query condition, the processor 130 displays the query result list 720 associated with the query information in the case query interface 700. In an embodiment of the present invention, if no conditions are received, the processor 130 may preset to display all cases associated with the user, for example, all insurance policies that belong to the salesperson. In another embodiment of the present invention, the query field 710 and the query result list 720 may be displayed in different subpages or tabs, and the present invention is not limited to this.

圖8繪示本新型一實施方式所示的用於投保的電子裝置的車險續保介面的示意圖。請同時參照圖1、圖2及圖8,輸入裝置120接收車險續保選項的觸發指示,響應於此,處理器130產生車險續保介面800。具體而言,處理器130會產生指定區間內的到期案件清單,並顯示於車險續保介面800中。在本實施例中,指定區間例如但不限於,一個月內、三個月內或半年內。到期案件清單820包括多筆到期案件(即,保單的到期日位於指定區間內的案件,包括即將到期的案件及過期的案件),每一筆到期案件對應到一個複製保單選項,當輸入裝置120接收由使用者發出對應到期案件其中之一的複製保單選項的觸發指示時,處理器130會依據到期案件其中之一的資訊產生新建要保書。舉例來說,當使用者點選第一到期案件對應的複製保單選項,此時,處理器130會複製第一到期案件中的車型、車牌、年份、車主資訊、保單內容等資訊,並依據上述資訊產生新建要保書。在不同實施例中,處理器130複製的資訊會依據不同險種而有所調整,本新型不限於此。在本新型的其他實施例中,車險續保介面也具有查詢欄位810,以讓使用者可以透過搜尋條件的設置,找尋特定情形中的到期案件。 FIG. 8 is a schematic diagram of an auto insurance renewal interface of an electronic device for insuring according to an embodiment of the present invention. Referring to FIGS. 1, 2 and 8 at the same time, the input device 120 receives the trigger instruction of the auto insurance renewal option, and in response to this, the processor 130 generates the auto insurance renewal interface 800. Specifically, the processor 130 generates a list of due cases within a specified interval, and displays it in the auto insurance renewal interface 800. In this embodiment, the designated interval is, for example, but not limited to, within one month, within three months, or within half a year. The due case list 820 includes multiple due cases (i.e., cases where the expiry date of the policy is within a specified interval, including cases that are about to expire and overdue cases), and each due case corresponds to a copy policy option. When the input device 120 receives a trigger instruction issued by the user to copy the policy option corresponding to one of the expired cases, the processor 130 will generate a new insurance requirement based on the information of one of the expired cases. For example, when the user clicks the copy policy option corresponding to the first expiration case, the processor 130 will copy the car model, license plate, year, vehicle owner information, insurance policy content and other information in the first expiration case at this time, and Generate a new guarantee letter based on the above information. In different embodiments, the information copied by the processor 130 may be adjusted according to different insurance types, and the present invention is not limited to this. In other embodiments of the present invention, the auto insurance renewal interface also has a query field 810, so that the user can search for expired cases in specific situations through the setting of search conditions.

圖9繪示本新型一實施方式所示的用於投保的電子裝置的理賠申報介面的示意圖。請同時參照圖1、圖2及圖9,輸入裝置120接收理賠申報選項的 觸發指示,響應於此,處理器130產生理賠申報介面900。理賠申報介面900具有多個欄位,以讓使用者輸入理賠申請資訊。理賠申請資訊會依據不同險種而有所調整,舉例來說,以汽機車險為例,理賠申請資訊例如為車牌號碼、出險日期、被保人姓名及聯絡方式等。商業險例如為,被保統一編號、被保人公司名稱、出險日期、聯絡人姓名及聯絡人電話等。健康傷害險或旅行綜合險例如為,被保人身分證字號、出險日期、被保人姓名及被保人聯絡電話等。 FIG. 9 is a schematic diagram of a claim settlement interface of an electronic device for insuring according to an embodiment of the present invention. Please refer to Figure 1, Figure 2 and Figure 9 at the same time, the input device 120 receives the claims declaration option In response to the triggering instruction, the processor 130 generates a claim settlement interface 900. The claim settlement interface 900 has multiple fields for the user to input claim settlement information. Claim application information will be adjusted according to different insurance types. For example, in the case of automobile insurance, the claim application information includes vehicle license plate number, date of insurance, name and contact information of the insured, etc. Commercial insurance includes, for example, the uniform number of the insured, the name of the insured's company, the date of the insurance, the name of the contact person, and the contact person's phone number. Health injury insurance or travel comprehensive insurance includes, for example, the insured's identity card number, date of insurance, the insured's name, and the insured's contact phone number.

在實際的一操作例中,處理器130會產生對應商品類別選項910,例如商業險、汽機車險、健康傷害險、旅行綜合險以及雇主類保險。接著,處理器130會依據使用者選擇的商品類別提供對應的欄位920,以讓使用者透過輸入裝置120輸入對應的理賠申請資訊。 In an actual operation example, the processor 130 will generate corresponding commodity category options 910, such as commercial insurance, motor vehicle insurance, health injury insurance, travel insurance, and employer insurance. Then, the processor 130 provides a corresponding field 920 according to the product category selected by the user, so that the user can input the corresponding claim application information through the input device 120.

在輸入裝置120接收到理賠申請資訊時,響應於此,處理器130會判斷理賠目標的承保情形及指定檢核條件。具體而言,處理器130會依據理賠申請資訊,判斷理賠目標是否存在出險事件的保單。例如,使用者申請「雇主類保險」,處理器130會透過被保統一編號確認此公司是否具有雇主類保險。又或者,使用者申請「汽機車險」,處理器130會透過車牌編號及被保人姓名來確認是否存在對應的車險保單。檢核條件例如,統一編號需具備8位數字、身份證編號需具備1個英文字母及9個數字、被保統一編號與公司名稱是否是對應的、聯絡手機為10碼、出險日期與保單的承保時間相對應、以當日為基準判斷出險日期是在合理的申請理賠區間內等,以確認輸入的資料是否都合法。 When the input device 120 receives the claim application information, in response to this, the processor 130 will determine the underwriting situation of the claim target and specify the checking conditions. Specifically, the processor 130 determines whether there is an insurance policy for a dangerous event in the claim settlement target based on the claim application information. For example, if a user applies for "employer-type insurance", the processor 130 will confirm whether the company has employer-type insurance through the insured uniform number. Or, if the user applies for "automobile insurance", the processor 130 will use the license plate number and the name of the insured to confirm whether there is a corresponding auto insurance policy. Check conditions, for example, the uniform number must have 8 digits, the ID number must have 1 English letter and 9 digits, whether the insured uniform number corresponds to the company name, the contact phone number is 10 digits, the date of insurance and the insurance policy Corresponding underwriting time, judging whether the date of insurance is within a reasonable claim settlement interval based on the same day, etc., to confirm whether the input data are all legal.

處理器130在理賠目標的承保情形為承保中,並滿足指定檢核條件時,通過通訊裝置傳送理賠申請資訊至遠端伺服器,以使遠端伺服器接收理賠申請資訊時,發送回報簡訊至指定手機號碼,並於指定時間發送理賠申請資訊至 指定電子郵件。具體而言,處理器130在接收到理賠申請資訊時,會將理賠申請資訊上傳至保險公司的管理伺服器,以將其建立在保險公司中。同時,處理器130還會把申請理賠的資訊傳送到指定的手機號碼(例如,業務員的手機號碼、理賠申請人的手機號碼或被保人的手機號碼),以利客戶或業務員確認理賠資料已送出。除此之外,處理器130也會通報申請理賠的保單對應的通訊處,例如,以每天固定時間以電子郵件的方式發送蒐集到的理賠申請資訊至各通訊處,藉此以快速且完整的通報負責理賠的單位,加速審核理賠的流程。 When the underwriting situation of the claim target is underwriting and the specified inspection conditions are met, the processor 130 transmits the claim application information to the remote server through the communication device, so that when the remote server receives the claim application information, it sends a report message to Specify a mobile phone number and send the claim application information to Specify email. Specifically, when the processor 130 receives the claim application information, it uploads the claim application information to the management server of the insurance company to establish it in the insurance company. At the same time, the processor 130 will also send the claim settlement information to the designated mobile phone number (for example, the mobile phone number of the salesperson, the mobile phone number of the claim applicant or the mobile phone number of the insured), so that the customer or the salesperson can confirm the claim settlement. The information has been sent. In addition, the processor 130 will also notify the corresponding communication points of the insurance policy applying for the claim. Notify the unit responsible for claims settlement and speed up the process of reviewing claims settlement.

圖10繪示本新型一實施方式所示的用於投保的電子裝置的理賠查詢介面的示意圖。請同時參照圖1、圖2及圖10,輸入裝置120接收理賠查詢選項的觸發指示,響應於此,處理器130產生理賠查詢介面950。具體而言,理賠查詢介面950具有多個欄位,以讓使用者透過輸入裝置120於欄位中輸入理賠查詢資訊。具體而言,理賠查詢資訊例如為,被保人身分證字號、被保統一編號、車牌號碼等,理賠查詢資訊可依實務上管理之需求提供不同的查詢欄位,本新型不限於此。 FIG. 10 is a schematic diagram of a claim settlement query interface of an electronic device for insuring according to an embodiment of the present invention. Please refer to FIG. 1, FIG. 2 and FIG. 10 at the same time. The input device 120 receives the trigger instruction of the claim settlement query option, and in response to this, the processor 130 generates the claims settlement query interface 950. Specifically, the claims query interface 950 has multiple fields for the user to input claims query information in the fields through the input device 120. Specifically, the claim query information is, for example, the insured's identity card number, insured uniform number, car license plate number, etc. The claims query information can provide different query fields according to the needs of practical management, and the present model is not limited to this.

在透過輸入裝置120透過輸入裝置120接收理賠查詢資訊時,響應於此,處理器於理賠查詢介面950中顯示與理賠查詢資訊相關聯的理賠查詢列表。理賠查詢列表包括多筆理賠申請資訊,例如,若以被保人身份證字號作為理賠查詢資訊,理賠查詢列表會包括對應被保人身分證字號的理賠申請資訊。須說明的是,在理賠查詢介面950中,每一筆理賠申請資訊會對應顯示進度查詢選項960。在輸入裝置120接收進度查詢選項960的觸發指示時,處理器130於進度查詢選項960中顯示對應理賠申請資訊的理賠進度。 When receiving the claim query information through the input device 120 through the input device 120, in response to this, the processor displays a claim query list associated with the claim query information in the claims query interface 950. The claim query list includes multiple claims application information. For example, if the insured's ID number is used as the claim query information, the claims query list will include the claim application information corresponding to the insured's identity card number. It should be noted that, in the claims query interface 950, the progress query option 960 is displayed corresponding to each claim application information. When the input device 120 receives the triggering instruction of the progress query option 960, the processor 130 displays the claim settlement progress corresponding to the claim settlement information in the progress query option 960.

在本實施例中,以車險理賠為例,其理賠處理流程例如為:理賠申請、理賠確認、肇責研判損害評估、和解、付款結案。處理器130會產生圖形化的介面對應上述理賠處理流程,以讓使用者可以透過視覺化的方式快速掌握進度。除此之外,處理器130還會在每一個流程中顯示標註,已提示必要的處理步驟或其他額外處理的事項,例如,理賠申請的對應的標註包括:送出申請、連繫保戶。理賠確認的標註包括:派件。肇責研判損害評估的標註包括:開始申請、評估我方、評估對方。和解的標註包括:雙方和解中。付款結案的標註包括:理賠人員處理。每一個標註皆以視覺化的方式呈現其是否已完成,舉例來說,若已完成的標註會附加一個勾選符號「V」於標注中,或者是以顏色來分辨標註是否完成,然本新型不以此為限。 In this embodiment, taking auto insurance claims as an example, the claims processing procedures are, for example, claim application, claim confirmation, damage assessment, settlement, and settlement of payment. The processor 130 generates a graphical interface corresponding to the aforementioned claims processing flow, so that the user can quickly grasp the progress in a visual manner. In addition, the processor 130 will also display annotations in each process, indicating necessary processing steps or other additional processing items. For example, the corresponding annotations of the claims application include: submitting an application and contacting the insurer. The indication of claim confirmation includes: dispatch. The mark of damage assessment includes: start to apply, evaluate our side, and evaluate the other party. The mark of the settlement includes: Both parties are reconciling. The indication of payment settlement includes: processing by the claim adjuster. Each label is visualized to show whether it is completed or not. For example, if the completed label will add a check mark "V" to the label, or the color is used to distinguish whether the label is completed, then this new model Not limited to this.

此外,在案件查詢介面、車險續保介面、理賠申報介面以及理賠進度查詢的介面中,還具有相對應所有管理功能選項的頁籤,以利使用者在不同頁籤中進行切換。 In addition, in the case inquiry interface, auto insurance renewal interface, claim declaration interface, and claim progress inquiry interface, there are also tabs corresponding to all management function options, so that users can switch between different tabs.

雖然上文實施方式中揭露了本新型的具體實施例,然其並非用以限定本新型,本新型所屬技術領域中具有通常知識者,在不悖離本新型之原理與精神的情形下,當可對其進行各種更動與修飾,因此本新型之保護範圍當以附隨申請專利範圍所界定者為準。 Although the specific embodiments of the present invention are disclosed in the above embodiments, they are not intended to limit the present invention. Those with ordinary knowledge in the technical field to which the present invention belongs, without departing from the principles and spirit of the present invention, should Various changes and modifications can be made to it, so the scope of protection of this new model shall be subject to the scope of the attached patent application.

100:用於投保的電子裝置 100: Electronic device used for insuring

110:顯示器 110: display

120:輸入裝置 120: input device

130:處理器 130: processor

Claims (9)

一種用於投保的電子裝置,包括:一顯示器;一輸入裝置;以及一處理器,電性連接於該顯示器及該輸入裝置,其中該處理器用以執行:產生一操作介面於該顯示器,其中,該操作介面包括一新案建立選項及一管理功能選項,響應於該輸入裝置接收該新案建立選項的觸發指示,產生一新案建立介面,其中該新案建立介面包括多個指向標籤以及一子介面區塊,每一該些指向標籤依序對應多個新案建立步驟的其中一個,且該些新案建立步驟的每一個分別對應多個新建欄位組的其中一個,該處理器選取該些指向標籤的第一指向標籤,且於該子介面區塊產生該新建欄位組中的一第一新建欄位組,判斷該第一新建欄位組已完成輸入資訊,選取該些指向標籤的第二指向標籤,且於該子介面區塊產生該新建欄位組中的一第二新建欄位組,以及響應於判斷該些新建欄位組中的每一個完成輸入資訊,依據該些新建欄位組對應的資訊進行保費試算及投保。 An electronic device for insuring, including: a display; an input device; and a processor, electrically connected to the display and the input device, wherein the processor is configured to execute: generating an operating interface on the display, wherein, The operation interface includes a new case creation option and a management function option. In response to the input device receiving the trigger instruction of the new case creation option, a new case creation interface is generated, wherein the new case creation interface includes a plurality of pointing labels and a sub-interface block , Each of the pointing labels corresponds to one of the multiple new case creation steps in sequence, and each of the new case creation steps corresponds to one of the multiple new field groups, and the processor selects the first of the pointing labels One pointing label, and generating a first new field group in the new field group in the sub-interface block, judging that the first new field group has completed inputting information, and selecting the second pointing labels of the pointing labels , And generate a second new field group in the new field group in the sub-interface block, and in response to determining that each of the new field groups completes the input information, corresponding to the new field groups To conduct premium trial calculations and apply for insurance. 如請求項1所述的用於投保的電子裝置,其中,該處理器還用以於該第一指向標籤被選取時,使該第一指向標籤的顏色、形狀、大小、字型及標線的至少一個不同於該些指向標籤中的其他指向標籤,其中,該處理器還用以於該第二指向標籤被選取時,使該第一指向標籤的顏色、圖形及標線相同於該些指向標籤中的其他指向標籤,並使該第二指向標籤的顏色、圖形及標線的至少一個不同於該些指向標籤中的其他指向標籤。 The electronic device for insuring according to claim 1, wherein the processor is further used for making the color, shape, size, font and marking of the first pointing label when the first pointing label is selected At least one of the directional labels is different from other directional labels in the directional labels, wherein the processor is also used to make the color, graphics, and markings of the first directional label the same as those of the second directional label when the second directional label is selected. Other pointing labels in the pointing label, and making at least one of the color, graphics, and marking of the second pointing label different from other pointing labels in the pointing labels. 如請求項1所述的用於投保的電子裝置,還包括一通訊裝置,通訊連接至該處理器,其中,該通訊裝置連接至一遠端伺服器,以擷取該遠端伺服器的外部資料,該處理器還用以執行下列步驟中的至少一個:辨識外部資料影像中的文字資訊,並將該外部資料填寫至對應的該些新建欄位組中,以及依據該些新建欄位組對應的資訊以及該外部資料進行保費試算。 The electronic device for insuring as described in claim 1, further comprising a communication device, which is communicatively connected to the processor, wherein the communication device is connected to a remote server to retrieve external information of the remote server Data, the processor is further used to perform at least one of the following steps: recognizing text information in the external data image, and filling the external data into the corresponding new field groups, and based on the new field groups Corresponding information and the external data for trial calculation of premiums. 如請求項1所述的用於投保的電子裝置,其中,該處理器還用以在依據該些新建欄位組對應的資訊進行保費試算及投保時,依據該些新建欄位組對應的資訊建立要保書,並對該要保書進行電子檢核與電子套印。 The electronic device for insuring according to claim 1, wherein the processor is further used to perform premium trial calculation and insuring according to the information corresponding to the newly created field groups, according to the information corresponding to the newly created field groups Establish a guarantee certificate, and perform electronic verification and electronic overprinting of the guarantee certificate. 如請求項1所述的用於投保的電子裝置,其中,該管理功能選項對應於案件查詢選項、車險續保選項、理賠申報選項及理賠查詢選項,其中該案件查詢選項、該車險續保選項以及該理賠服務選項顯示於該操作介面,或者該處理器還用以響應於該輸入裝置接收該管理功能選項的觸發指示,產生一管理功能介面,其中該管理功能介面包括該案件查詢選項、該車險續保選項以及該理賠服務選項。 The electronic device for insuring insurance as described in claim 1, wherein the management function options correspond to case query options, auto insurance renewal options, claims declaration options, and claims query options, where the case query options and the auto insurance renewal options And the claims service option is displayed on the operation interface, or the processor is further used to generate a management function interface in response to the input device receiving the trigger instruction of the management function option, wherein the management function interface includes the case query option, the Auto insurance renewal options and the claims service options. 如請求項5所述的用於投保的電子裝置,其中,該處理器還用以響應於該輸入裝置接收該案件查詢選項的觸發指示,產生一案件查詢介面,該處理器還用以響應於該輸入裝置接收一查詢條件,於該案件查詢介面中顯示與該些查詢資訊相關聯的一查詢結果列表。 The electronic device for insuring insurance according to claim 5, wherein the processor is further used to generate a case query interface in response to the input device receiving the triggering instruction of the case query option, and the processor is further used to respond to The input device receives a query condition, and displays a query result list associated with the query information in the case query interface. 如請求項5所述的用於投保的電子裝置,其中,該處理器還用以響應於該輸入裝置接收該車險續保選項的觸發指示,產生一車險續保介面, 該處理器還用以產生一指定區間內的到期案件清單,並顯示於該車險續保介面中,其中,該到期案件清單包括多筆到期案件,且每一該些到期案件對應至一複製保單選項,該處理器還用以在該輸入裝置接收對應該些到期案件其中之一的該複製保單選項的觸發指示時,依據該些到期案件其中之一的資訊產生一新建要保書。 The electronic device for insuring insurance according to claim 5, wherein the processor is further configured to generate an auto insurance renewal interface in response to the input device receiving a trigger instruction of the auto insurance renewal option, The processor is also used to generate a list of expired cases in a specified interval and display it in the auto insurance renewal interface. The list of expired cases includes multiple expired cases, and each of these expired cases corresponds to To a copy of the policy option, the processor is also used to generate a new one based on the information of one of the expired cases when the input device receives a trigger instruction for the copy of the policy option corresponding to one of the expired cases To guarantee the book. 如請求項5所述的用於投保的電子裝置,還包括一通訊裝置,通訊連接於該處理器,其中,該處理器還用以響應於該輸入裝置接收該理賠申報選項的觸發指示,產生一理賠申報介面,該處理器還用以響應於通過該輸入裝置接收一理賠申請資訊,判斷一理賠目標的承保情形及指定檢核條件,該處理器還用於在該理賠目標的該承保情形為承保中,並滿足指定檢核條件時,通過該通訊裝置傳送該理賠申請資訊至一遠端伺服器,以使該遠端伺服器接收該理賠申請資訊時,發送一回報簡訊至一指定手機號碼,並於一指定時間發送該理賠申請資訊至一指定電子郵件。 The electronic device for applying for insurance according to claim 5, further comprising a communication device, which is communicatively connected to the processor, wherein the processor is further configured to generate a trigger instruction in response to the input device receiving the claim settlement option A claim declaration interface, the processor is also used to determine the underwriting situation of a claim target and the designated check conditions in response to receiving a claim application information through the input device, and the processor is also used to determine the underwriting situation of the claim target For underwriting, and when the specified inspection conditions are met, send the claim application information to a remote server through the communication device, so that when the remote server receives the claim application information, it sends a report message to a designated mobile phone Number, and send the claim application information to a designated email at a designated time. 如請求項5所述的用於投保的電子裝置,還包括一通訊裝置,通訊連接於該處理器,其中,該處理器還用以響應於該輸入裝置接收該理賠查詢選項的觸發指示,產生一理賠查詢介面, 該處理器還用以響應於該輸入裝置接收一理賠查詢資訊,於該理賠查詢介面中顯示與該些理賠查詢資訊相關聯的一理賠查詢列表,其中該理賠查詢列表包括至少一筆理賠申請資訊,且該理賠申請資訊對應至一進度查詢選項,該處理器還用以響應於該輸入裝置接收該進度查詢選項的觸發指示,於該理賠查詢介面中顯示對應該理賠申請資訊的一理賠進度。 The electronic device for insuring as described in claim 5 further includes a communication device communicatively connected to the processor, wherein the processor is further configured to generate a trigger instruction in response to the input device receiving the claim query option A claims inquiry interface, The processor is further used for receiving a claim query information in response to the input device, and displaying a claim query list associated with the claims query information in the claims query interface, wherein the claim query list includes at least one piece of claim application information, And the claim settlement application information corresponds to a progress query option, and the processor is further used for displaying a claim settlement progress corresponding to the claim settlement application information in the claim settlement query interface in response to the input device receiving the triggering instruction of the progress query option.
TW110205087U 2021-05-06 2021-05-06 Electronic device for insuring TWM618893U (en)

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