WO2019205291A1

WO2019205291A1 - Insurance sales real-time monitoring method and apparatus, device, and storage medium

Info

Publication number: WO2019205291A1
Application number: PCT/CN2018/094414
Authority: WO
Inventors: 蔡灵敏
Original assignee: 平安科技（深圳）有限公司
Priority date: 2018-04-28
Filing date: 2018-07-04
Publication date: 2019-10-31
Also published as: CN108764649A; CN108764649B

Abstract

An insurance sales real-time monitoring method and apparatus, a device, and a storage medium. The insurance sales real-time monitoring method comprises: when an incoming call of a client terminal is connected, playing back preset voice information for the client terminal (S10); connecting, according to a service type selected by the client terminal on the basis of the preset voice information, an agent client corresponding to the service type, and sending a service table to the agent client (S20); obtaining a voice call record between the agent client and the client terminal, converting the voice call record into a word record, and performing content filling on the service table on the basis of the word record to obtain a target service table (S30); and generating an index list according to the target service table, generating a sales performance file according to the index list, and reporting same to a monitoring terminal (S40). Automatic recording of sales information in a sales process is achieved, so that the sales statistic delay time is shortened; the sales situation can be fed back to an administrative staff in real time, so that the administrative staff can determine and timely adjust a sales strategy.

Description

Insurance sales real-time monitoring method, device, device and storage medium

This patent application is based on the Chinese Patent Application No. 201810398777.6 filed on April 28, 2018, entitled "Insurance Sales Real-Time Monitoring Method, Apparatus, Equipment, and Storage Medium", and requires priority.

Technical field

The present application relates to the technical field of financial product sales, and in particular, to a method, device, device and storage medium for real-time monitoring of insurance sales.

Background technique

At present, agents use remote sales to complete business consulting or achieve business sales, occupying an increasing proportion. During the sales process, the agent will manually record the business data; although it is aimed at different customers and different businesses, there will be a large number of duplicate or similar conversations in each sales process; if each sale is repeated Recording, this will waste the seat time; it will also delay the sales statistics time, affecting the real-time performance of the sales monitoring process, can not reflect the sales situation in real time, affecting the judgment and timely adjustment of the sales strategy.

Summary of the invention

The purpose of the application is to provide a real-time monitoring method, device, device and storage medium for insurance sales, which realizes automatic recording of sales information during the sales process, and facilitates the management to timely judge and adjust the sales strategy.

A real-time monitoring method for insurance sales, the real-time monitoring method for insurance sales includes the following steps:

When the client terminal is connected to the call, the preset voice information is played to the client terminal;

And the agent client corresponding to the service type is connected according to the service type selected by the client terminal based on the preset voice information, and the service table is sent to the agent client;

Obtaining a voice call record between the agent client and the client terminal, converting the voice call record into a text record, and performing content filling on the service form based on the text record to obtain a target business form;

Generating a list of indicators according to the target business form, and generating a sales performance file according to the indicator list to report to the monitoring end.

An insurance sales real-time monitoring device, wherein the insurance sales real-time monitoring device comprises:

a voice playing module, configured to play preset voice information to the client terminal when the client terminal is connected to the call;

The agent selection module is configured to: connect, according to the service type selected by the client terminal based on the preset voice information, an agent client corresponding to the service type, and send a service form to the agent client;

a voice conversion module, configured to acquire a voice call record between the agent client and the client terminal, convert the voice call record into a text record, and perform content filling on the service form based on the text record, To get the target business form;

The sales performance module is configured to generate a list of indicators according to the target business form, and generate a sales performance file to report to the monitoring end according to the indicator list.

A terminal device comprising a memory, a processor, and computer readable instructions stored in the memory and operative on the processor, the processor implementing the computer readable instructions to:

One or more non-volatile readable storage media storing computer readable storage medium storing computer readable instructions, when executed by one or more processors, Having the one or more processors perform the following steps:

Details of one or more embodiments of the present application are set forth in the accompanying drawings and description below. Other features and advantages of the present invention will be apparent from the description, drawings and claims.

DRAWINGS

In order to more clearly illustrate the technical solutions in the embodiments of the present application, the drawings used in the embodiments or the prior art description will be briefly described below. Obviously, the drawings in the following description are only the present application. For some embodiments, other drawings may be obtained from those of ordinary skill in the art in light of the inventive workability.

1 is a schematic diagram of an application environment of a real-time monitoring method for insurance sales according to an embodiment of the present application;

2 is a flowchart of a method for real-time monitoring of insurance sales according to an embodiment of the present application;

3 is a specific flowchart of step S10 in a method for real-time monitoring of insurance sales according to an embodiment of the present application;

4 is a flowchart of a method for real-time monitoring of insurance sales according to another embodiment of the present application;

FIG. 5 is a flowchart of steps S33 and S34 in a method for real-time monitoring of insurance sales according to another embodiment of the present application;

6 is a specific flowchart of step S40 in a method for real-time monitoring of insurance sales according to another embodiment of the present application;

7 is a schematic structural diagram of an insurance sales real-time monitoring apparatus according to another embodiment of the present application;

FIG. 8 is a schematic structural diagram of an insurance sales real-time monitoring apparatus according to another embodiment of the present application; FIG.

9 is a schematic structural diagram of a sales performance module according to another embodiment of the present application;

FIG. 10 is a schematic structural diagram of a terminal device according to another embodiment of the present application.

detailed description

In order to make the objects, technical solutions, and advantages of the present application more comprehensible, the present application will be further described in detail below with reference to the accompanying drawings and embodiments. It is understood that the specific embodiments described herein are merely illustrative of the application and are not intended to be limiting.

The real-time monitoring method for insurance sales provided by the present application can be applied in the application environment as shown in FIG. 1, wherein the computer device/terminal device/mobile phone/seatphone communicates with the server through the network. Among them, the computer device/terminal device/mobile phone/landphone can be, but is not limited to, various personal computers, notebook computers, smart phones, tablets, and portable wearable devices. The server can be implemented with a stand-alone server or a server cluster consisting of multiple servers.

As shown in FIG. 1, when the client terminal is connected, the server plays the preset voice information to the client terminal. The server connects the agent client corresponding to the service type according to the service type selected by the client terminal based on the preset voice information, and sends the service table to the agent client. The server obtains a voice call record between the agent client and the client terminal, converts the voice call record into a text record, and fills the content of the business form based on the text record to obtain the target business form. The server generates a list of indicators according to the target business form, and generates a sales performance file according to the indicator list and reports it to the monitoring terminal. Realize the automatic recording of sales information in the sales process, reduce the delay time of sales statistics, and reflect the sales situation to the management personnel in real time, which is conducive to the management's judgment and timely adjustment of the sales strategy.

For ease of understanding, please refer to FIG. 2, the embodiment of the present application provides a real-time monitoring method for insurance sales, and the real-time monitoring method for insurance sales includes:

Step S10: When the client terminal incoming call is turned on, the preset voice information is played to the client terminal.

In step S10, when it is detected that the customer calls the sales hotline through the customer terminal such as the mobile phone or the landline, the server automatically connects the customer phone, and provides the customer with the classified service selection information in a manner of playing the voice, so that the customer selects The type of business required.

As an implementation manner of step S10, referring to FIG. 3, in step S10, the preset voice information includes first voice information and second voice information; the first voice information is used to describe a language type and corresponding The second voice information is used to describe the service type and its corresponding digital button; and the preset voice information is played to the client terminal, including:

Step S11: playing the first voice information to the client terminal to accept a voice type selection instruction returned by the client terminal according to the first voice information, and the voice type selection instruction is triggered by the digital button.

In step S11, when the customer makes a call, the server automatically connects the phone and broadcasts the preset welcome voice; then broadcasts the voice selection. For example, the server broadcasts the voice as follows: 1 for English, 2 for English, and 2 for Cantonese. 3.

Step S12: When receiving the voice type selection instruction, selecting the language type corresponding to the digital button to play the second voice information.

In step S12, for example, the server broadcasts the voice prompt selection according to the digital button 1 selected by the customer, and the voice broadcast by the server is as follows: please press 1 for the car insurance, 2 for the life insurance, and the business module corresponding to the car insurance according to the 1 selected by the customer. 1. Traffic insurance; 2. Commercial liability insurance; 3. Third-party commercial liability insurance. Among them, it may also include setting options such as returning to the previous level, ending or timeout reselection.

As another implementation manner of step S10, the preset voice information is played to the client, and the voice information of the client is received, and the voice of the client is identified to obtain the service type selected by the client. For example, the voice of the server broadcast is as follows: 1 for Mandarin, 2 for English, 3 for Cantonese; please answer your choice with voice. When receiving the customer's voice response, for example, the customer's voice message is 1, the server broadcasts the voice as follows: car insurance, please answer 1, life insurance, please answer 2, according to the customer's voice response, select 1, broadcast car insurance corresponding business module 1, traffic insurance 2, commercial liability insurance; 3, third-party commercial liability insurance and other business types; that is, customers can use voice to complete business selection when they can not use manual buttons to facilitate customer use.

In this step, by playing the language type and its corresponding number button to the customer, when the user selects a certain number button, the insurance type and its corresponding number button are played in the language corresponding to the selected number button, thereby realizing the self-selection service for the customer. Language and business types reduce manual links and improve service quality and work efficiency.

In step S20, the agent client corresponding to the service type is connected according to the service type selected by the client terminal based on the preset voice information, and the service table is sent to the agent client.

In step S20, because the agent clients corresponding to different service types are different, and the information to be recorded is different, the server selects a service table corresponding to the service type selected by the client according to the service type selected by the client, and sends the service table to the corresponding agent. The client displays a business form for the agent to inquire, review and record the customer's information during the communication with the customer. For example, when the customer chooses to pay the type of strong insurance business, the computer client of the strong insurance business agent displays the strong insurance business form, including: name, mobile phone number, ID number, address, license plate number, car purchase time, insurance type, insurance period, amount When recording items, the agent can communicate with the customer according to the items in the form.

Step S30. Acquire a voice call record between the agent client and the client terminal, convert the voice call record into a text record, and perform content filling on the service form based on the text record to obtain a target. Business form

In step S30, the voice communication process of the agent and the client is recorded, the converted text is recorded, the voice is divided into one frame and one frame, each frame is recognized as a state, and the state is combined into a phoneme, and the phoneme is combined. Synthesize words and convert them into text data, and then use the NLP library to parse the text data, and obtain the amount, age, region, and remark information related to the call process and the business form, and match the customer information in the business form. Automatically populated into the business table.

For example, the recording of the conversation between the client and the agent is as follows:

Customer Service Q: Which city are you in?

Customer Answer: Shenzhen

Customer service ask: Where is your address?

Customer A: I am in Block D, No. 15, Bagua Road, Luohu District.

Customer Service Q: What is the age of auto insurance?

Customer A: 1 year

Customer Service Q: What kind of insurance do you want to vote?

Customer A: Submit a strong insurance

After converting the above-mentioned voice call record into a text record, it matches the content that needs to be recorded in each record item in the business form, and automatically fills the target content into the corresponding record item of the business record table, such as city (Shenzhen), address ( Block D, No. 15, Bagua Road, Luohu District, and insurance (cross-border insurance), etc., to obtain the target business form.

Step S40: Generate a list of indicators according to the target business table, and generate a sales performance file to report to the monitoring terminal according to the indicator list.

In step S40, according to the business table records of each agent in S30, the indicator records of each agent are analyzed and counted to form a list of indicators; for example, the type of insurance selected by each agent on the same day, and the qualification of each agent on the same day. The total amount of money, or the type of insurance selected by all agents on the same day, summarizes the sales performance of all agents of the organization on the same day, generates sales performance data chart files, stores them to a dedicated address, and obtains each seat. The terminal of the department's management personnel can report to the management personnel by sending e-mails, SMS messages, etc. to the monitoring terminal of the manager's smartphone, computer, etc., and the management personnel can directly view the sales performance data chart file in the mail or SMS. You can also view the sales performance by accessing the chart file stored in the private address.

The embodiment of the present application provides a real-time monitoring method for insurance sales. When the client terminal is connected to the call, the preset voice information is played to the client terminal; and according to the service type selected by the client terminal based on the preset voice information, the service type corresponding to the service type is connected. Serving the client and sending the business form to the agent client; obtaining the voice call record between the agent client and the client terminal, converting the voice call record into a text record, and filling the business form with the text record to obtain the target Business form; generate a list of indicators according to the target business form, and generate a sales performance file according to the indicator list to report to the monitoring terminal, realize automatic recording of sales information in the sales process, reduce the recording time of the sales information and the sales statistics delay time of the agent, The sales situation is reflected to the management personnel in real time, which is beneficial to the management's judgment and timely adjustment of the sales strategy.

As an implementation manner, referring to FIG. 4, before obtaining the voice call record of the agent and the customer voice interaction process, the method further includes:

Step S50. Create a keyword library according to the item information in the business table.

In step S50, the keyword is a language vocabulary in which the content of the recorded item is closely related, and a project keyword library is created for the recorded item in each business form interface to retrieve the voice matching the recorded item keyword by identifying the recorded item keyword. Call text record content. For example, for the record item "city" in the business table, the keyword library established according to language habits includes: "city" and the existing set of city names; for the record item "address" in the business table, established according to language habits The keyword library includes: "Address", "Zone", "Road", "Seat", "Number" and a collection of existing address names.

In step S30, the voice call record is converted into a text record, and content filling is performed on the service form based on the text record, including:

Step S31. Convert the voice call record into a text record, and match the text record with a keyword in the keyword library to obtain text content corresponding to the item information from the text record. .

In step S31, after converting the voice call record into a text record, it is searched in the text record whether there is a voice call text record content matching the record item keyword, and the target content may be selected according to a preset rule, and the The target content is automatically populated into the corresponding record item of the transaction record table; for example, for the record item "city" in the business table, a keyword library established according to language habits: "city" and an existing set of city names; for the business form The record item "address", the established keyword library: "address", "zone", "road", "seat", "number" and existing address name collection, when retrieved in the transcript After the keyword matches the content, the rule for selecting the target content is: "After searching for some keywords of the city record item, the city name field after the keyword is selected", "after retrieving the part of the address record item keyword, the key is selected. The address name field after the word."

Step S32. Fill the text content into the business table to obtain a target business table.

In step S32, according to the target content selected in step S31, the selected content is automatically correspondingly filled into the corresponding record item of the business record table, for example, city (Shenzhen), address (D Block, No. 15, Bagua Road, Luohu District); Get the target business form.

The embodiment of the present application establishes a keyword library according to the item information in the business table; converts the voice call record into a text record, and fills the content of the business form based on the text record, including: converting the voice call record into a text record, and the text The record is matched with the keyword in the keyword library to obtain the text content corresponding to the item information from the text record; the text content is filled into the business form to obtain the target business form, and more accurately from the text record Recording the acquisition of project content, making the content of the recorded items automatically populated into the business table more accurate, reducing the workload of the agent and improving the work efficiency.

As an implementation manner, referring to FIG. 5, after the step S32, the text content is filled into the business table to obtain the target business table, and further includes:

Step S33. Set an item column in the target business table to an editable state to provide an editing environment to the agent client;

In step S33, the content in the business form interface is automatically filled. Since the sound file is inevitably inaccurate or incomplete when the sound file is converted into the text record in the previous step, the padding area corresponding to the record item is editable. Status so that the agent can modify or supplement the contents of the recorded project to ensure the accuracy of the business information.

As an implementation manner, in step S33, setting an item column in the target business table to an editable state includes:

When it is detected that there is an unrecognized word or the recognition rate of the voice is lower than a preset value, the padding area corresponding to the record item is made editable, and the recording corresponding to the record item is set to the playable state.

In the above steps, the speech recognition process needs to use a speech model, and the language model is trained using a large amount of text. When the recognized word is not detected in the speech recognition library or the recognition rate of the speech is lower than a preset value The padding area corresponding to the record item is in an editable state, and the user is prompted to edit and modify the identified content to obtain an accurate business form content.

Step S34. When receiving the save instruction sent by the agent client, save the target service table.

In step S34, after the agent modifies or supplements the content of the recorded item, after confirming the accuracy of the business information, the save button is clicked to save the content of the recorded item modified or supplemented in the target business form.

The embodiment of the present application provides an editing environment to the agent client by setting an item column in the target business table to an editable state, and saves the target business table when receiving a save instruction sent by the agent client. The modification and supplement of the contents of the recorded project is realized to make up for the inaccurate or incomplete situation when converting the sound file into the written record, so that the content of the recorded item is more accurate.

As an implementation of the step S40, please refer to FIG. 6 , generate a list of indicators according to the service table, and generate a sales performance file to report to the monitoring terminal according to the indicator list, including:

Step S41: Generate a list of indicators according to the target business table, where the indicator list includes an agent number, a number of customers, a type of insurance, and a completion amount.

In step S41, according to the indicator grouping selection box, an indicator for monitoring different agents needs to be set. Since the client and the individual ability faced by the agent are different, different monitoring indicators can be set for the agent, and in addition, different time limits can be set for the indicator list. In the different time periods of the working day, the content of the filled in the business table can be counted according to the agent number, and the number of customers, the type of insurance, and the amount of completion of the business completed by each agent can be made into a list of indicators to understand the business completion.

Step S42. Compare the completed amount in the indicator list with a preset standard amount.

In step S42, the preset standard amount is the workload that each agent should complete during the unit working time. When the statistical business is completed, the completed amount is compared with the preset standard amount, and a column chart can also be formed. When managers view the metrics list data, they can more intuitively understand the business completion. .

Step S43. If the completion amount in the indicator list is less than the preset standard amount, the agent number is reported.

In the step S43, if the agent does not reach the workload that should be completed in the unit time, the number of the corresponding agent will be reported to the management personnel in the sales performance data chart; the management can be sent to the management personnel by sending emails, short message information, etc. The staff can report the sales performance data chart file directly in the mail or SMS, or visit the chart file stored in the private address to check the sales performance.

An embodiment of the present application generates a list of indicators according to the service form, where the indicator list includes an agent number, a number of customers, a type of insurance, and a completion amount, and compares the completed amount in the indicator list with a preset standard amount, and The agent number of the indicator is reported and reported, so that the management personnel can understand the business problem in time, understand the quality of the work of the agent and the reasons for not completing the work task, solve the problem in time or adjust the agent work index.

Another embodiment of the present application provides an insurance sales real-time monitoring device 40. As shown in FIG. 7, the insurance sales real-time monitoring device includes:

The voice playing module 401 is configured to play preset voice information to the client terminal when the client terminal is connected to the call;

The agent selection module 402 is configured to: connect the agent client corresponding to the service type according to the service type selected by the client terminal based on the preset voice information, and send a service form to the agent client;

The voice conversion module 403 is configured to acquire a voice call record between the agent client and the client terminal, convert the voice call record into a text record, and perform content filling on the service table based on the text record. To get the target business form;

The sales performance module 404 is configured to generate a list of indicators according to the target business form, and generate a sales performance file to report to the monitoring end according to the indicator list.

Further, the insurance sales real-time monitoring device further includes:

The keyword library module 405, as shown in FIG. 8, is configured to establish a keyword library according to the item information in the business table.

Further, as shown in FIG. 9, the sales performance module 404 includes:

The indicator list generating module 4041 is configured to generate an indicator list according to the target service table, where the indicator list includes an agent number, a number of customers, a type of insurance, and a completion amount;

a comparison module 4042, configured to compare the completed amount in the indicator list with a preset standard amount;

The reporting module 4043 is configured to: if the completion amount in the indicator list is less than the preset standard amount, report the agent number to generate a metric list according to the target service table, where the indicator list includes an agent number, a client Quantity, type of insurance and amount of completion.

For the specific working process of the module in the foregoing terminal device, reference may be made to the corresponding process in the foregoing method embodiment, and details are not described herein again.

Another embodiment of the present application provides one or more non-volatile readable storage media storing computer readable instructions stored on a non-volatile readable storage medium storing computer readable instructions The computer readable instructions are implemented by one or more processors to implement the insurance sales real-time monitoring method in the above embodiments. To avoid repetition, details are not described herein again. Alternatively, when the computer readable instructions are executed by one or more processors, the functions of the modules/units in the insurance sales real-time monitoring device in the above embodiments are implemented. To avoid repetition, details are not described herein again.

It will be understood that one or more non-volatile readable storage media storing computer readable instructions may comprise: any entity or device capable of carrying the computer readable instructions, a recording medium, a USB flash drive, a mobile hard drive, a magnetic Discs, optical discs, computer memories, Read-Only Memory (ROM), Random Access Memory (RAM), electrical carrier signals, and telecommunications signals.

FIG. 10 is a schematic diagram of a terminal device in this embodiment. As shown in FIG. 10, the terminal device 6 includes a processor 60, a memory 61, and computer readable instructions 62 stored in the memory 61 and executable on the processor 60. The processor 60 executes the computer readable instructions 62 to implement the various steps of the insurance sales real-time monitoring method of the above-described embodiments, such as steps S10, S20, S30, and S40 shown in FIG. Alternatively, when the processor 60 executes the computer readable instructions 62, the functions of the modules/units of the insurance sales real-time monitoring device in the above embodiments are implemented.

It will be apparent to those skilled in the art that, for convenience and brevity of description, only the division of each functional unit and module described above is exemplified. In practical applications, the above functions may be assigned to different functional units as needed. The module is completed by dividing the internal structure of the device into different functional units or modules to perform all or part of the functions described above.

The above-mentioned embodiments are only used to explain the technical solutions of the present application, and are not limited thereto; although the present application has been described in detail with reference to the foregoing embodiments, those skilled in the art should understand that they can still implement the foregoing embodiments. The technical solutions described in the examples are modified or equivalently replaced with some of the technical features; and the modifications or substitutions do not deviate from the spirit and scope of the technical solutions of the embodiments of the present application, and should be included in Within the scope of protection of this application.

Claims

A real-time monitoring method for insurance sales, characterized in that the real-time monitoring method for insurance sales includes:

When the client terminal is connected to the call, the preset voice information is played to the client terminal;

And the agent client corresponding to the service type is connected according to the service type selected by the client terminal based on the preset voice information, and the service table is sent to the agent client;

Obtaining a voice call record between the agent client and the client terminal, converting the voice call record into a text record, and performing content filling on the service form based on the text record to obtain a target business form;

Generating a list of indicators according to the target business form, and generating a sales performance file according to the indicator list to report to the monitoring end.
The insurance sales real-time monitoring method according to claim 1, wherein the preset voice information comprises first voice information and second voice information; the first voice information is used to describe a language type and a corresponding number thereof. The second voice information is used to describe the service type and its corresponding digital button; and the preset voice information is played to the client terminal, including:

Playing the first voice information to the client terminal to accept a voice type selection instruction returned by the client terminal according to the first voice information, where the voice type selection instruction is triggered by the digital button;

And when the voice type selection instruction is received, selecting the language type corresponding to the digital button to play the second voice information.
The insurance sales real-time monitoring method according to claim 1, wherein before the obtaining the voice call record between the agent client and the client terminal, the method further comprises:

Establishing a keyword library according to item information in the business form;

Converting the voice call record into a text record, and performing content filling on the service form based on the text record, including:

Converting the voice call record into a text record, and matching the text record with a keyword in the keyword library to obtain a text content corresponding to the item information from the text record;

The text content is populated into the business form to obtain a target business form.
The insurance sales real-time monitoring method according to claim 3, wherein the filling the text content into the business form to obtain the target business form further comprises:

Setting an item column in the target business table to an editable state to provide an editing environment to the agent client;

The target business form is saved when a save instruction sent by the agent client is received.
The insurance sales real-time monitoring method according to claim 1, wherein setting the item column in the target business table to an editable state comprises:

When it is detected that there is an unrecognized word or the recognition rate of the voice is lower than a preset value, the padding area corresponding to the record item is made editable, and the recording corresponding to the record item is set to the playable state.
The insurance sales real-time monitoring method according to claim 1, wherein the indicator list is generated according to the target service table, and the sales performance file is generated and reported to the monitoring terminal according to the indicator list, including:

Generating a list of indicators according to the target business form, where the indicator list includes an agent number, a number of customers, a type of insurance, and a completion amount;

Comparing the completed amount in the indicator list with a preset standard amount;

If the completion amount in the indicator list is less than the preset standard amount, the agent number is reported.
An insurance sales real-time monitoring device, wherein the insurance sales real-time monitoring device comprises:

a voice playing module, configured to play preset voice information to the client terminal when the client terminal is connected to the call;

The agent selection module is configured to: connect, according to the service type selected by the client terminal based on the preset voice information, an agent client corresponding to the service type, and send a service form to the agent client;

a voice conversion module, configured to acquire a voice call record between the agent client and the client terminal, convert the voice call record into a text record, and perform content filling on the service form based on the text record, To get the target business form;

The sales performance module is configured to generate a list of indicators according to the target business form, and generate a sales performance file to report to the monitoring end according to the indicator list.
The insurance sales real-time monitoring device according to claim 7, wherein the sales performance module comprises:

An indicator list generating module, configured to generate a list of indicators according to the target business table, where the indicator list includes an agent number, a number of customers, a type of insurance, and a completion amount;

a comparison module, configured to compare the completed amount in the indicator list with a preset standard amount;

The reporting module is configured to report the agent number if the completion amount in the indicator list is less than the preset standard amount.
A terminal device comprising a memory, a processor, and computer readable instructions stored in the memory and operable on the processor, wherein the processor executes the computer readable instructions as follows step:

When the client terminal is connected to the call, the preset voice information is played to the client terminal;

And the agent client corresponding to the service type is connected according to the service type selected by the client terminal based on the preset voice information, and the service table is sent to the agent client;

Obtaining a voice call record between the agent client and the client terminal, converting the voice call record into a text record, and performing content filling on the service form based on the text record to obtain a target business form;

Generating a list of indicators according to the target business form, and generating a sales performance file according to the indicator list to report to the monitoring end.
The terminal device according to claim 9, wherein the preset voice information comprises first voice information and second voice information; the first voice information is used to describe a language type and a corresponding digital button; The second voice information is used to describe the service type and its corresponding digital button; the preset voice information is played to the client terminal, including:

Playing the first voice information to the client terminal to accept a voice type selection instruction returned by the client terminal according to the first voice information, where the voice type selection instruction is triggered by the digital button;

And when the voice type selection instruction is received, selecting the language type corresponding to the digital button to play the second voice information.
The terminal device according to claim 9, wherein before the obtaining the voice call record between the agent client and the client terminal, the method further includes:

Establishing a keyword library according to item information in the business form;

Converting the voice call record into a text record, and performing content filling on the service form based on the text record, including:

Converting the voice call record into a text record, and matching the text record with a keyword in the keyword library to obtain a text content corresponding to the item information from the text record;

The text content is populated into the business form to obtain a target business form.
The terminal device according to claim 11, wherein the filling the text content into the service form to obtain a target business form further comprises:

Setting an item column in the target business table to an editable state to provide an editing environment to the agent client;

The target business form is saved when a save instruction sent by the agent client is received.
The terminal device according to claim 9, wherein the setting an item column in the target business table to an editable state comprises:

When it is detected that there is an unrecognized word or the recognition rate of the voice is lower than a preset value, the padding area corresponding to the record item is made editable, and the recording corresponding to the record item is set to the playable state.
The terminal device according to claim 9, wherein the indicator list is generated according to the target service table, and the sales performance file is generated and reported to the monitoring terminal according to the indicator list, including:

Generating a list of indicators according to the target business form, where the indicator list includes an agent number, a number of customers, a type of insurance, and a completion amount;

Comparing the completed amount in the indicator list with a preset standard amount;

If the completion amount in the indicator list is less than the preset standard amount, the agent number is reported.
One or more non-transitory readable storage mediums storing computer readable instructions, wherein when the computer readable instructions are executed by one or more processors, cause the one or more processors to execute The following steps:

When the client terminal is connected to the call, the preset voice information is played to the client terminal;

And the agent client corresponding to the service type is connected according to the service type selected by the client terminal based on the preset voice information, and the service table is sent to the agent client;

Obtaining a voice call record between the agent client and the client terminal, converting the voice call record into a text record, and performing content filling on the service form based on the text record to obtain a target business form;

Generating a list of indicators according to the target business form, and generating a sales performance file according to the indicator list to report to the monitoring end.
The non-volatile readable storage medium according to claim 15, wherein said preset voice information comprises first voice information and second voice information; said first voice information is used to describe a language type and a corresponding numeric button; the second voice information is used to describe a service type and a corresponding digital button; and the preset voice information is played to the client terminal, including:

Playing the first voice information to the client terminal to accept a voice type selection instruction returned by the client terminal according to the first voice information, where the voice type selection instruction is triggered by the digital button;

And when the voice type selection instruction is received, selecting the language type corresponding to the digital button to play the second voice information.
The non-volatile readable storage medium according to claim 15, wherein before the obtaining the voice call record between the agent client and the client terminal, the method further comprises:

Establishing a keyword library according to item information in the business form;

Converting the voice call record into a text record, and performing content filling on the service form based on the text record, including:

Converting the voice call record into a text record, and matching the text record with a keyword in the keyword library to obtain a text content corresponding to the item information from the text record;

The text content is populated into the business form to obtain a target business form.
The non-volatile readable storage medium of claim 17, wherein the filling the text content into the business form to obtain a target business form further comprises:

Setting an item column in the target business table to an editable state to provide an editing environment to the agent client;

The target business form is saved when a save instruction sent by the agent client is received.
The non-volatile readable storage medium of claim 15, wherein setting an item field in the target business table to an editable state comprises:

When it is detected that there is an unrecognized word or the recognition rate of the voice is lower than a preset value, the padding area corresponding to the record item is made editable, and the recording corresponding to the record item is set to the playable state.
The non-volatile readable storage medium according to claim 15, wherein the generating the indicator list according to the target service table, and generating the sales performance file to report to the monitoring terminal according to the indicator list comprises:

Generating a list of indicators according to the target business form, where the indicator list includes an agent number, a number of customers, a type of insurance, and a completion amount;

Comparing the completed amount in the indicator list with a preset standard amount;

If the completion amount in the indicator list is less than the preset standard amount, the agent number is reported.