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

Abstract

The invention relates to the technical field of financial product sale, and provides an insurance sale real-time monitoring method, apparatus and device, and storage medium. The insurance sale real-time monitoring method comprises the steps of, when an incoming call of a client terminal is connected, playing preset voice information to the client terminal; according to a service type selected by the client terminal based on the preset voice information, connecting an agent client corresponding to the service type, and sending a service table to the agent client; obtaining a voice call record between the agent client and the client terminal, converting the voice call record into a word record, and carrying out content filling on the service table on the basis of the word record to obtain atarget service table; and generating an index list according to the target service table, generating a sale performance file according to the index list and reporting the sale performance file to a monitoring end. According to the insurance sale real-time monitoring method, apparatus and device, automatic recording of sale information in a sale process is achieved, so that the sale statistics delay time is shortened; and the sale situation can be fed back to management personnel in real time, so that the management personnel can judge and timely adjust a sale strategy.

Description

technical field [0001] The invention relates to the technical field of financial product sales, in particular to a method, device, equipment and storage medium for real-time monitoring of insurance sales. Background technique [0002] At present, agents use remote sales to complete business consultation or achieve business sales, accounting for an increasing proportion. During the sales process, the agent will manually record business data; although it is aimed at different customers and different businesses, there will be a large number of repeated or similar conversations in the process of each sale; Recording, this will waste the time of the agent; it will also delay the sales statistics time, which affects the real-time performance of the sales monitoring process, cannot reflect the sales situation in real time, and affects the judgment and timely adjustment of sales strategies. Contents of the invention [0003] The purpose of the present invention is to provide a re...

AI Technical Summary

Problems solved by technology

During the sales process, the agent will manually record business data; although it is aimed at different customers and different businesses, there will be a large number of repeated or similar conversations in the process of each sale; Recording, this will waste the time of the agent; it will also delay the sales statistics time, which will affect the real-time performance of the sales monitoring process, and cannot reflect the sales situation in real time, which will affect the judgment and timely adjustment of sales strategies

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