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Pure orphan insurance policy distribution method and device

A distribution method, orphan single technology, applied in the direction of instruments, finance, electrical components, etc., can solve the problems of customer churn, distribution customer churn, etc., and achieve the effect of preventing customer churn

Inactive Publication Date: 2018-05-25
PING AN TECH (SHENZHEN) CO LTD
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  • Summary
  • Abstract
  • Description
  • Claims
  • Application Information

AI Technical Summary

Problems solved by technology

Since the "pure orphan" customers are in a state of no one to serve, it is easy to cause customer loss
Therefore, the "pure orphan list" needs to be redistributed, but the traditional "pure orphan list" is randomly allocated. loss of customers due to allocation

Method used

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  • Pure orphan insurance policy distribution method and device
  • Pure orphan insurance policy distribution method and device
  • Pure orphan insurance policy distribution method and device

Examples

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Embodiment Construction

[0023] In order to make the object, technical solution and advantages of the present invention clearer, the present invention will be further described in detail below in conjunction with the accompanying drawings and embodiments. It should be understood that the specific embodiments described here are only used to explain the present invention, not to limit the present invention.

[0024] Such as figure 1 As shown, in one embodiment, a pure orphan single allocation method can be applied as figure 1 In the shown application environment, in this application environment, the server 102 and the terminal 104 are connected through a network. Wherein, the server 102 may be an independent server, or a server cluster composed of multiple servers, and the terminal 104 may be an electronic device capable of receiving messages, such as a smart phone, a tablet computer, or a notebook computer. The server 102 is used to obtain the pure orphan bills generated within the preset time period...

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PUM

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Abstract

The invention provides a pure orphan insurance policy distribution method. The method comprises steps that pure orphan insurance policies generated in the preset time period are acquired, the insurance policy information and the client information corresponding to the pure orphan insurance policies are searched, the high-quality degrees corresponding to the pure orphan insurance policies are determined according to the insurance policy information and the client information, service grades corresponding to the high-quality degrees of the pure orphan insurance policies are determined, multiplecandidate service personnel identifiers corresponding to the high-quality degrees are acquired, the present task load corresponding to each service personnel identifier is acquired, and the service personnel identifiers matched with the pure orphan insurance policies are determined according to the present task loads. The method is advantaged in that the high-quality pure orphan insurance policiescan be timely and effectively distributed, and loss of clients corresponding to the high-quality orphan insurance policies can be prevented. The invention further provides a pure orphan insurance policy distribution device.

Description

technical field [0001] The invention relates to the field of computer processing, in particular to a pure orphan single allocation method and device. Background technique [0002] With the development of insurance business, more and more people start to buy insurance. During the process of buying insurance, insurance companies will provide insurance agents to handle related insurance business for customers and be responsible for the follow-up services of the policy. The life cycle of the policy is generally It takes a long time. In this process, the insurance agent often leaves the job. The insurance policy that the insurance agent has left is called an "orphan policy". The "orphan list" is subdivided into "pure orphan list" and "non-pure orphan list". Among them, "pure orphan policy" means that a client has multiple insurance policies, and the insurance agents of these policies are not the same person. If the insurance agents of all the policies leave their jobs, then thes...

Claims

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Application Information

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Patent Type & Authority Applications(China)
IPC IPC(8): G06Q10/06G06Q40/08H04L29/08
CPCH04L67/12G06Q10/0631G06Q40/08H04L67/51
Inventor 丁志勇丘健
Owner PING AN TECH (SHENZHEN) CO LTD
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