WO2018205705A1 - 保险单的增值开发人员分配方法、装置、设备及存储介质 - Google Patents
保险单的增值开发人员分配方法、装置、设备及存储介质 Download PDFInfo
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- WO2018205705A1 WO2018205705A1 PCT/CN2018/076157 CN2018076157W WO2018205705A1 WO 2018205705 A1 WO2018205705 A1 WO 2018205705A1 CN 2018076157 W CN2018076157 W CN 2018076157W WO 2018205705 A1 WO2018205705 A1 WO 2018205705A1
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- G—PHYSICS
- G06—COMPUTING; CALCULATING OR COUNTING
- G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
- G06Q10/00—Administration; Management
- G06Q10/10—Office automation; Time management
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- G—PHYSICS
- G06—COMPUTING; CALCULATING OR COUNTING
- G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
- G06Q10/00—Administration; Management
- G06Q10/10—Office automation; Time management
- G06Q10/109—Time management, e.g. calendars, reminders, meetings or time accounting
- G06Q10/1093—Calendar-based scheduling for persons or groups
- G06Q10/1097—Task assignment
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- G—PHYSICS
- G06—COMPUTING; CALCULATING OR COUNTING
- G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
- G06Q40/00—Finance; Insurance; Tax strategies; Processing of corporate or income taxes
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- G—PHYSICS
- G06—COMPUTING; CALCULATING OR COUNTING
- G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
- G06Q40/00—Finance; Insurance; Tax strategies; Processing of corporate or income taxes
- G06Q40/08—Insurance
Definitions
- the present application relates to the field of communications, and in particular, to a value-added developer allocation method, device, device and storage medium for an insurance policy .
- the insurance agent After the insurance agent issues the insurance policy, the insurance agent is generally required to provide some consultation, preservation and other services to the insured.
- the insurance policy is temporarily in the insurance policy of no one, that is, the orphan list. There are more orphans in each month, and the insurance premiums for the orphans are lower. There is a guarantee gap.
- the age of orphans is mainly between 26-45 years old, and their own and family members change greatly. There are many repurchase opportunities, that is, the value-added development needs of orphans and single customers are more.
- the insurance company cannot obtain the information of the orphans in time, nor can it allocate the corresponding value-added developers to the orphans in time for service, which is likely to lead to customer loss.
- the main purpose of the present application is to provide a value-added developer allocation method, device, device and storage medium for an insurance policy, aiming at solving In the process of dealing with orphans, insurance companies are unable to allocate value-added developers to orphans in a timely manner. Value-added developers do not understand customer needs and are likely to cause technical problems of customer loss.
- the present application provides a value-added developer allocation method for an insurance policy, and a value-added developer allocation method of the insurance policy. Includes the following steps:
- the management server filters the orphans from the policy database according to the screening rules of the orphans, and generates an orphan list
- the step of assigning a value-added developer to the orphan single client in the orphan list according to the customer rating result includes:
- Value-added developer assignment methods for insurance policies also include:
- the re-development success rate of the value-added developer and the corresponding orphan-only customer is calculated, and the re-development success rate is written into the value-added development table.
- the value-added developer allocation method of the insurance policy also includes:
- the value-added developer is re-allocated according to the customer rating result of the orphan single customer.
- the value-added developer allocation method of the insurance policy also includes:
- the value-added development level is less than the preset value-added development level, the value-added development level of the value-added developer is increased.
- the application also provides a value-added developer distribution device for an insurance policy, including:
- a screening module for screening orphaned sheets from the policy database according to the screening rules of the orphans, and generating an orphan list
- Transmission module for Transmitting the orphan list to a customer rating system for the customer rating system to rate the orphan single customer in the orphan list, and feeding back the customer rating result to the management server;
- Distribution module for Receiving the customer rating result fed back by the customer rating system, and assigning a value-added developer to the orphan single customer in the orphan list according to the customer rating result.
- the application also provides a value-added developer distribution device for an insurance policy, the value-added developer distribution device of the insurance policy
- the invention includes a memory, a processor, and a value-added developer allocation program stored on the memory and operable on the processor, the value-added developer allocation program of the insurance policy being implemented by the processor Such as The steps of the value-added developer assignment method for the insurance policy described above.
- the present application also provides a computer readable storage medium having a value-added developer assignment of an insurance policy stored on the computer readable storage medium
- the program the step of implementing the value-added developer assignment method of the insurance policy as described above when the value-added developer assignment program of the policy is executed by the processor.
- the management server filters out orphaned single customers from the policy database according to the screening rules of the orphans, and generates an orphan list, and then transmits the orphan list to the customer rating system for the customer rating system to orphan list in the orphan list.
- the customer conducts a rating and feeds the customer rating result to the management server.
- the management server receives the customer rating result fed back by the customer rating system, and assigns the value-added developer to the orphan single customer in the orphan list according to the customer rating result.
- FIG. 1 is a schematic structural diagram of a device in a hardware operating environment involved in an embodiment of the present application
- FIG. 2 is a schematic flow chart of a method for allocating value-added developers of an insurance policy of the present application
- Figure 3 is the same as shown in Figure 2, according to the customer rating results, the value-added developers are assigned to the orphans in the orphan list. Schematic diagram of the refinement of the steps;
- FIG. 4 is a schematic flow chart of a second embodiment of a method for allocating a value-added developer of an insurance policy of the present application
- FIG. 5 is a schematic flow chart of the third embodiment of the value-added developer allocation method of the insurance policy of the present application.
- FIG. 6 is a schematic flow chart of the fourth embodiment of the value-added developer allocation method of the insurance policy of the present application.
- Figure 7 is a schematic diagram of the functional modules of the first embodiment of the value-added developer distribution device of the insurance policy.
- the present application provides a value-added developer allocation method for insurance policies, by obtaining an orphan list, and for orphans
- the orphans in the list are rated by customers, so that the orphans can be allocated timely value-added developers, understand the needs of orphans and single customers, carry out value-added development, fully exploit the potential needs of customers, and avoid customer churn.
- FIG. 1 is a schematic structural diagram of a device in a hardware operating environment involved in an embodiment of the present application.
- the device of the application may be a PC, a smart phone, a tablet computer, an e-book reader, A portable terminal device having a display function such as a portable computer.
- the value-added developer distribution device for the policy can include: A processor 1001, such as a CPU, a network interface 1004, a user interface 1003, a memory 1005, and a communication bus 1002.
- the communication bus 1002 is used to implement connection communication between these components.
- the user interface 1003 can include a display, an input unit such as a keyboard, and the optional user interface 1003 can also include a standard wired interface, a wireless interface.
- the network interface 1004 can optionally include a standard wired interface, a wireless interface (such as a WI-FI interface).
- the memory 1005 may be a high speed RAM memory or a stable memory (non-volatile) Memory), such as disk storage.
- the memory 1005 can also optionally be a storage device independent of the aforementioned processor 1001.
- the value-added developer distribution device for the insurance policy can also include a camera, RF (Radio) Frequency, RF) circuits, sensors, audio circuits, WiFi modules, and more.
- the user interface can include a display screen ( Display ), an input unit such as a keyboard, and an optional user interface may also include a standard wired interface and a wireless interface.
- value-added developer distribution device structure of the insurance policy shown in Figure 1 does not constitute a pair.
- the value-added developer of the insurance policy allocates equipment that may include more or fewer components than the illustration, or combine some components, or different component arrangements.
- a memory 1005 as a computer storage medium may include an operating system, a network communication module, a user interface module, and Value-added developer assignment procedures for insurance policies.
- the operating system is a program for managing and controlling the insurance policy of the value-added developers who distribute the equipment hardware and software resources, and supports the network communication module.
- the value-added developer assignment program of the policy and the operation of other programs or software; the network communication module is used to manage and control the network interface 100 4 .
- the network interface 1004 is mainly used to connect to the background server and perform data communication with the background server.
- the user interface 1003 is mainly used to connect the client (user end) to perform data communication with the client; and the processor 1001 can be used to call the memory 1005.
- the value-added developer of the policy assigns the program and performs the steps of the value-added developer assignment method for the policy in the following example.
- FIG. 2 is a method for allocating a value-added developer of an insurance policy of the present application, and a method for allocating a value-added developer of an insurance policy. Schematic diagram of the process.
- the value-added developer assignment method of the insurance policy includes:
- Step S10 The management server selects an orphan list from the policy database according to the screening rule of the orphan list, and generates an orphan list;
- the value-added developer assignment method for this policy is applied to the management server.
- the management server filters the orphans from the policy database of the core server according to the screening rules of the orphans, and the corresponding orphans. And generate an orphan list, which includes orphaned single customer information, orphaned policy number and policy amount.
- the orphan list includes insurance policies arising from the departure of service personnel such as recruiters, value-added developers and salesmen.
- the screening rules include a policy that is a long-term policy (at least one year), the policy status is valid, paid, and paid off.
- the standard body is a healthy body that meets the conditions.
- No major claims record, non-self-insurance (not a policy purchased by insurance company insiders) the policy is not a collective remittance, the third-level area of the policy belongs to the same level as the last recruiter, the policy is not the designated service policy, the policy It is not a policy developed by the salesperson before entering the company. There is no private insurance policy for the insured customer. Only orphans that meet the above screening rules will be screened out to generate an orphan list.
- the screening rule may be set according to actual conditions, for example, reducing screening conditions or increasing screening conditions, and performing screening of orphans.
- the screening rule further includes screening time, which may be the departure month 1 to the resignation. On the 1st of the month, the orphan list is screened every other month.
- the screening time can of course be set according to actual needs.
- the occupational category includes seven categories.
- One type of occupation is usually a person who is sitting still in the office. The working environment is very safe, such as cashiers and accountants.
- the second type of occupation is a civilian staff, but occasionally the company leaves the company for work reasons. Work, such as salesman; three types of staff who often go outside to work, such as car drivers; four types of occupations are generally laborers who need physical strength, such as truck drivers and general workers; five types of occupations are high-altitude workers or operations Mechanical workers, such as lathes, millers, and construction workers; six types of occupations may not have many accidents, but once the situation will be serious, such as oil pipeline cleaners; seven categories are high-risk
- the industry is an industry that insurance companies refuse to protect, such as miners and blasters.
- Step S20 Transmitting the orphan list to a customer rating system for the customer rating system to rate an orphaned customer in the orphan list and feed back the customer rating result to the management server;
- the management server After generating the orphan list, the management server transmits the orphan list to the customer rating system.
- the customer rating system rates the orphan single customer in the orphan list and feeds the customer rating result back to the management server.
- the customer rating result is the customer star rating of the orphan single customer.
- the customer star rating is the customer rating system according to the age, occupation, physical examination status, claim record of the orphan single customer, whether it is a high-risk occupation, the type of premium purchased, the premium amount, and the contact information is complete. Whether the payment is timely, etc., model the big data for the orphan single customer, and obtain the star rating of the orphan single customer.
- the customer star rating includes 1 to 5 stars, and each customer star is for a customer star.
- the range of ratings that is, the star rating of the corresponding customer based on the star rating of the orphan single customer.
- the rating range of a one-star customer is 1-30 points
- the rating range of a two-star customer is 31-60 points
- the rating of a three-star customer is The range is 61-90 points
- the four-star customer rating range is 61-90 points
- the 5-star customer rating range is 91-100 points.
- the star-rated customer rating range can be set according to the actual situation. Specifically, it can also be The customer star rating corresponding to each customer star rating. Among them, the higher the customer's star rating, the higher the customer's quality, the smaller the difficulty of charging, the lower the customer's star rating, and the higher the difficulty of customer charging.
- Step S30 Receiving the customer rating result fed back by the customer rating system, and assigning a value-added developer to the orphan single customer in the orphan list according to the customer rating result.
- the management server receives the customer rating result fed back by the customer rating system, and assigns the value-added developer to the orphan single customer in the orphan list according to the customer rating result.
- FIG. 3 is the detail of step S30 described in FIG. Schematic diagram of the process, the step S30 includes:
- Step S31 obtaining a value-added development level and a preset allocation rule of the value-added developer
- Step S32 assigning a value-added developer to the orphan single customer in the orphan list according to the preset distribution rule, the value-added development level, and the customer rating result.
- the management server After receiving the customer rating result feedback from the customer rating system, the management server obtains the value-added development level and the preset distribution rule of the value-added developer, and then assigns the orphaned single customer in the orphan list according to the feedback of the customer rating result and the distribution rule.
- Value-added developers the higher the value-added development level, the better the value-added developers, and the higher the success rate of redevelopment.
- the distribution rule assigns priority to customers with high customer star rating, and assigns value-added developers with high value-added development level, that is, sorts orphaned single customers according to customer star rating, and ranks value-added developers according to value-added development level. The corresponding sorting assigns value-added developers to the orphan single customer.
- the value-added developers can be graded according to the working years, job title and redevelopment success rate of the value-added developers to determine the value-added development level. The higher the level score, the higher the value-added development level.
- the application The management server filters the orphan list from the policy database according to the screening rules of the orphan list, and generates an orphan list, and then transmits the orphan list to the customer rating system for the customer rating system to orphan single customer in the orphan list
- the rating is performed, and the customer rating result is fed back to the management server, and the management server receives the customer rating result fed back by the customer rating system, and assigns the value-added developer to the orphan single customer in the orphan list according to the customer rating result, and the solution obtains Orphan list, and list of orphans
- the orphans are rated by a single customer, which enables the orphans to distribute value-added developers in a timely manner, understand the needs of orphans and single customers, conduct value-added development, fully exploit the potential needs of customers, and avoid customer churn.
- a method for allocating a value-added developer of an insurance policy of the present application is provided.
- the difference from the foregoing embodiment is that after the step S30, the value-added developer allocation method of the insurance policy further includes:
- Step S40 querying the value-added development information of the value-added developer, and writing the value-added development information that is queried into the value-added development table;
- Step S50 judging whether the value-added developer is value-added and successfully developed according to the preset value-added development rule and the value-added development information;
- step S60 when the value-added developer value-added development is successful, the re-development success rate of the value-added developer and the corresponding orphan-only customer is calculated, and the re-development success rate is written into the value-added development table.
- the value-added development information of the value-added developers is queried at predetermined intervals, and the value-added development information that is queried is written into the value-added development table, and the value-added development personnel are judged according to the preset value-added development rules and the value-added development information. If the developer's value-added development is successful, the redevelopment success rate of the value-added developer and the corresponding orphan single customer is calculated, and the redevelopment success rate is written into the value-added development table.
- the value-added development information includes the start time of value-added development, value-added development projects, and value-added development types.
- the value-added development table includes re-development success rate, value-added development information, orphaned single customer information, and orphans for value-added developers and corresponding orphans. Customer demand information, etc.
- the management server queries the value-added development information of the value-added developer, and writes the value-added development information into the value-added development table, and then calculates, adds value-added development information to the value-added developer and correspondingly when the value-added developer value-added development is successful.
- the re-development success rate of the orphan single customer, and the re-development success rate is written into the value-added development table, which is convenient for querying the value-added development information of the value-added developers, the re-development success rate, and the redevelopment of the orphan single customer.
- the value-added developer allocation method of the insurance policy of the present application is proposed.
- the value-added developer allocation method of the insurance policy further includes:
- Step S70 obtaining a redevelopment success rate of the orphan single customer from the value-added development table
- Step S80 when the redevelopment success rate is less than the preset success rate, the value-added developer is re-allocated according to the customer rating result of the orphan single customer.
- Management server from value-added development table Obtain the redevelopment success rate of the orphan single customer, and determine whether the redevelopment success rate is less than the preset success rate. If the redevelopment success rate is less than the preset success rate, the value-added developer is re-allocated according to the customer rating result of the orphan single customer. Among them, the value-added development level of the redistributed value-added developers is higher than the value-added development level of the historical value-added developers.
- the application When the re-development success rate of the orphan single customer is less than the preset success rate, the orphan single customer is re-allocated to the value-added developer, which is convenient for improving the redevelopment success rate of the orphan single customer.
- the value-added developer allocation method of the insurance policy of the present application further includes:
- Step S90 When the redevelopment success rate is greater than a preset success rate, obtain a value-added development level of the corresponding value-added developer;
- step S101 when the value-added development level is less than the preset value-added development level, the value-added development level of the value-added developer is upgraded.
- the management server obtains the value-added development level of the corresponding value-added developer, and determines whether the value-added development level is less than the preset value-added development level, and if the value-added development level is less than the preset value-added development level, The value-added development level of the value-added developer is increased. If the value-added development level is equal to the preset value-added development level, the orphaned single customer is recorded, and the preset value-added development level is the highest level of the value-added developer. In the specific implementation, when the value-added development level of the value-added developer is upgraded, when the responsible orphan single customer has completed the value-added development, the value-added developer is reassigned an orphan single customer.
- the application When the re-development success rate is greater than the preset success rate, and the value-added development level of the value-added developer is not the highest level, the value-added development level of the value-added developer can be improved, and the enthusiasm of the value-added developer can be effectively improved.
- the application also provides a value-added developer distribution device for an insurance policy.
- FIG. 7 is a schematic diagram of functional modules of a first embodiment of a value-added developer distribution device of an insurance policy of the present application.
- the value-added developer distribution device of the insurance policy includes:
- the screening module 10 is configured to filter the orphan list from the policy database according to the screening rule of the orphan list, and generate an orphan list;
- Transmission module 20 for Transmitting the orphan list to a customer rating system for the customer rating system to rate the orphan single customer in the orphan list, and feeding back the customer rating result to the management server;
- Distribution module 30 for Receiving the customer rating result fed back by the customer rating system, and assigning a value-added developer to the orphan single customer in the orphan list according to the customer rating result.
- the first embodiment of the value-added developer distribution device of the insurance policy of the present application and the first method of the value-added developer allocation method of the above insurance policy are basically the same and will not be described here.
- the allocating module 30 is further configured to:
- the value-added developer distribution device of the insurance policy further includes:
- a query module configured to query the value-added development information of the value-added developer, and write the value-added development information that is queried into the value-added development table;
- a judging module configured to judge, according to the preset value-added development rule and the value-added development information, whether the value-added developer has a value-added development success;
- Calculation module for When the value-added developer value-added development is successful, the re-development success rate of the value-added developer and the corresponding orphan-only customer is calculated, and the re-development success rate is written into the value-added development table.
- the value-added developer distribution device of the insurance policy further includes:
- An obtaining module configured to obtain a redevelopment success rate of the orphan single customer from the value-added development table
- the distribution module is also used for When the redevelopment success rate is less than the preset success rate, the value-added developer is re-allocated according to the customer rating result of the orphan single customer.
- the value-added developer distribution device of the insurance policy further includes:
- the obtaining module is further configured to acquire a value-added development level of the corresponding value-added developer when the re-development success rate is greater than a preset success rate;
- a promotion module configured to increase the value-added development level of the value-added developer when the value-added development level is less than a preset value-added development level.
- the present application also provides a computer readable storage medium having a value-added developer assignment of an insurance policy stored on the computer readable storage medium
- the program, the value-added developer assignment program of the insurance policy is executed by the processor to implement the steps of the value-added developer assignment method of the insurance policy in the above embodiment.
- the specific embodiment of the computer readable storage medium of the present application is substantially the same as the embodiment of the value-added developer allocation method of the above insurance policy, and is not Make a statement.
- the term 'comprising', 'comprising' or any other variation thereof is intended to encompass a non-exclusive inclusion, such that a process, method, article, or system that includes a plurality of elements includes those elements. It also includes other elements that are not explicitly listed, or elements that are inherent to such a process, method, item, or system. In the absence of more limitations, an element defined by the phrase 'comprising a ...' does not exclude the presence of additional equivalent elements in the process, method, item, or system that comprises the element.
- a storage medium (such as a ROM/RAM, a magnetic disk, an optical disk) includes a plurality of instructions for causing a terminal device (which may be a mobile phone, a computer, a server, an air conditioner, or a network device, etc.) to execute the present application.
- a terminal device which may be a mobile phone, a computer, a server, an air conditioner, or a network device, etc.
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Abstract
Description
Claims (20)
- 一种 保险单的 增值开发人员分配方法 ,其特征在于,所述 保险单的增值开发人员分配 方法 包括以下步骤:管理服务器根据孤儿单的筛选规则从保单数据库中筛选出孤儿单,并生成孤儿单清单;将所述孤儿单清单传输至客户评级系统,以供所述客户评级系统对所述孤儿单清单中的孤儿单客户进行评级,并将客户评级结果反馈至所述管理服务器;接收所述客户评级系统反馈的所述客户评级结果,并根据所述客户评级结果给所述孤儿单清单中的孤儿单客户分配增值开发人员。
- 如权利要求1所述的 保险单的增值开发人员分配 方法 ,其特征在于, 所述根据所述客户评级结果给所述孤儿单清单中的孤儿单客户分配增值开发人员的步骤包括:获取增值开发人员的增值开发等级和预设分配规则;根据所述预设分配规则、所述增值开发等级和所述客户评级结果给所述孤儿单清单中的孤儿单客户分配增值开发人员。
- 如权利要求1所述的 保险单的增值开发人员分配 方法 ,其特征在于, 所述根据所述客户评级结果给所述孤儿单清单中的孤儿单客户分配对应的增值开发人员的步骤之后, 所述 保险单的增值开发人员分配 方法还 包括:查询所述增值开发人员的增值开发信息,并将查询到的增值开发信息写入增值开发表;根据预设增值开发规则和所述增值开发信息判断增值开发人员是否增值开发成功;在所述增值开发人员增值开发成功时,计算所述增值开发人员和对应孤儿单客户的再开发成功率,并将所述再开发成功率写入增值开发表。
- 如权利要求 3 所述的 保险单的增值开发人员分配 方法 ,其特征在于, 所述计算所述增值开发人员和对应孤儿单客户的再开发成功率,并将所述再开发成功率写入增值开发表的步骤之后, 所述 保险单的增值开发人员分配 方法 还包括:从所述增值开发表中获取孤儿单客户的再开发成功率;当所述再开发成功率小于预设成功率时,根据所述孤儿单客户的客户评级结果重新分配增值开发人员。
- 如权利要求 4 所述的 保险单的增值开发人员分配 方法 ,其特征在于, 从所述增值开发表中获取孤儿单客户的再开发成功率的步骤之后, 所述 保险单的增值开发人员分配 方法 还包括:当所述再开发成功率大于预设成功率时,获取对应的增值开发人员的增值开发等级;在所述增值开发等级小于预设增值开发等级时,提升所述增值开发人员的增值开发等级。
- 一种 保险单的增值开发人员分配装置, 其特征在于, 包括:筛选模块,用于 根据孤儿单的筛选规则从保单数据库中筛选出孤儿单,并生成孤儿单清单;传输模块,用于 将所述孤儿单清单传输至客户评级系统,以供所述客户评级系统对所述孤儿单清单中的孤儿单客户进行评级,并将客户评级结果反馈至管理服务器;分配模块,用于 接收所述客户评级系统反馈的所述客户评级结果,并根据所述客户评级结果给所述孤儿单清单中的孤儿单客户分配增值开发人员。
- 如权利要求6所述的 保险单的增值开发人员分配装置, 其特征在于, 所述分配模块,还用于:获取增值开发人员的增值开发等级和预设分配规则;根据所述预设分配规则、所述增值开发等级和所述客户评级结果给所述孤儿单清单中的孤儿单客户分配增值开发人员。
- 如权利要求6所述的 保险单的增值开发人员分配装置, 其特征在于, 所述装置还包括:查询模块,用于 查询所述增值开发人员的增值开发信息,并将查询到的增值开发信息写入增值开发表;判断模块,用于 根据预设增值开发规则和所述增值开发信息判断增值开发人员是否增值开发成功;计算模块,用于 在所述增值开发人员增值开发成功时,计算所述增值开发人员和对应孤儿单客户的再开发成功率,并将所述再开发成功率写入增值开发表。
- 如权利要求8所述的 保险单的增值开发人员分配装置, 其特征在于, 所述装置还包括:获取模块,用于 从所述增值开发表中获取孤儿单客户的再开发成功率;所述分配模块,还用于 当所述再开发成功率小于预设成功率时,根据所述孤儿单客户的客户评级结果重新分配增值开发人员。
- 如权利要求9所述的 保险单的增值开发人员分配装置,所述装置还包括:所述获取模块,还用于 当所述再开发成功率大于预设成功率时,获取对应的增值开发人员的增值开发等级;提升模块,用于 在所述增值开发等级小于预设增值开发等级时,提升所述增值开发人员的增值开发等级。
- 一种 保险单的增值开发人员分配 设备 ,其特征在于,所述 保险单的增值开发人员分配 设备 包括:存储器、处理器及存储在所述存储器上并可在所述处理器上运行的 保险单的增值开发人员分配 程序,所述 保险单的增值开发人员分配 程序被所述处理器执行时实现 以下步骤:根据孤儿单的筛选规则从保单数据库中筛选出孤儿单,并生成孤儿单清单;将所述孤儿单清单传输至客户评级系统,以供所述客户评级系统对所述孤儿单清单中的孤儿单客户进行评级,并将客户评级结果反馈至管理服务器;接收所述客户评级系统反馈的所述客户评级结果,并根据所述客户评级结果给所述孤儿单清单中的孤儿单客户分配增值开发人员。
- 如权利要求 11 所述的 保险单的增值开发人员分配 设备, 其特征在于,所述 保险单的增值开发人员分配 程序被所述处理器执行时 ,还 实现 以下步骤:获取增值开发人员的增值开发等级和预设分配规则;根据所述预设分配规则、所述增值开发等级和所述客户评级结果给所述孤儿单清单中的孤儿单客户分配增值开发人员。
- 如权利要求 11 所述的 保险单的增值开发人员分配 设备, 其特征在于,所述 保险单的增值开发人员分配 程序被所述处理器执行时 ,还 实现 以下步骤:查询所述增值开发人员的增值开发信息,并将查询到的增值开发信息写入增值开发表;根据预设增值开发规则和所述增值开发信息判断增值开发人员是否增值开发成功;在所述增值开发人员增值开发成功时,计算所述增值开发人员和对应孤儿单客户的再开发成功率,并将所述再开发成功率写入增值开发表。
- 如权利要求 13 所述的 保险单的增值开发人员分配 设备, 其特征在于,所述 保险单的增值开发人员分配 程序被所述处理器执行时 ,还 实现 以下步骤:从所述增值开发表中获取孤儿单客户的再开发成功率;当所述再开发成功率小于预设成功率时,根据所述孤儿单客户的客户评级结果重新分配增值开发人员。
- 如权利要求 14 所述的 保险单的增值开发人员分配 设备, 其特征在于,所述 保险单的增值开发人员分配 程序被所述处理器执行时 ,还 实现 以下步骤:当所述再开发成功率大于预设成功率时,获取对应的增值开发人员的增值开发等级;在所述增值开发等级小于预设增值开发等级时,提升所述增值开发人员的增值开发等级。
- 一种计算机可读存储介质,其特征在于,所述计算机可读存储介质上存储有 保险单的增值开发人员分配 程序,所述 保险单的增值开发人员分配 程序被处理器执行时实现 以下 步骤 :根据孤儿单的筛选规则从保单数据库中筛选出孤儿单,并生成孤儿单清单;将所述孤儿单清单传输至客户评级系统,以供所述客户评级系统对所述孤儿单清单中的孤儿单客户进行评级,并将客户评级结果反馈至管理服务器;接收所述客户评级系统反馈的所述客户评级结果,并根据所述客户评级结果给所述孤儿单清单中的孤儿单客户分配增值开发人员。
- 如权利要求 16 所述的 计算机可读存储介质,其特征在于,所述 保险单的增值开发人员分配 程序被处理器执行时 还 实现 以下 步骤 :获取增值开发人员的增值开发等级和预设分配规则;根据所述预设分配规则、所述增值开发等级和所述客户评级结果给所述孤儿单清单中的孤儿单客户分配增值开发人员。
- 如权利要求 16 所述的 计算机可读存储介质,其特征在于,所述 保险单的增值开发人员分配 程序被处理器执行时 还 实现 以下 步骤 :查询所述增值开发人员的增值开发信息,并将查询到的增值开发信息写入增值开发表;根据预设增值开发规则和所述增值开发信息判断增值开发人员是否增值开发成功;在所述增值开发人员增值开发成功时,计算所述增值开发人员和对应孤儿单客户的再开发成功率,并将所述再开发成功率写入增值开发表。
- 如权利要求 18 所述的 计算机可读存储介质,其特征在于,所述 保险单的增值开发人员分配 程序被处理器执行时 还 实现 以下 步骤 :从所述增值开发表中获取孤儿单客户的再开发成功率;当所述再开发成功率小于预设成功率时,根据所述孤儿单客户的客户评级结果重新分配增值开发人员。
- 如权利要求 19 所述的 计算机可读存储介质,其特征在于,所述 保险单的增值开发人员分配 程序被处理器执行时 还 实现 以下 步骤 :当所述再开发成功率大于预设成功率时,获取对应的增值开发人员的增值开发等级;在所述增值开发等级小于预设增值开发等级时,提升所述增值开发人员的增值开发等级。
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