Insurance industry salesman work management system

Abstract

The invention discloses an insurance industry salesman work management system. The system comprises a salesman work module, a salesman management module, a client module and a salesman service module.The salesman work module and the salesman management module are in bidirectional communication. The salesman work module performs real-time work feedback on the salesman management module, and the salesman management module performs real-time work management and control on the salesman work module. The salesman working module is in two-way communication with the client module, the salesman working module serves clients in the client module, and the client module feeds back client information to the salesman working module. The salesman working module is in one-way communication with the salesman service module, and the salesman service module provides professional support for the salesman working module. According to the insurance industry salesman work management system, the industry blank can be effectively filled. The problems that in the prior art, the work efficiency is low, management is inconvenient, guest sources cannot be obtained, and marketing is single are solved.

Description

technical field [0001] The invention relates to the field of work management, in particular to a work management system for salesmen in the insurance industry. Background technique [0002] With the development of the insurance industry, insurance has entered every household, and a family even has dozens of insurance policies from different companies. It is not easy for insurance companies and salesmen to manage and process such huge data in a timely manner. At present, most insurance companies and salesmen are still in the primitive stage of pen and paper records and manual management, and there are many problems, such as: [0003] 1. For insurance salesmen, paper-based work plans, work records, storage, and query greatly reduce the work efficiency of salesmen; [0004] 2. The job of an insurance salesman is characterized by free time and free content, and even many of them are part-timers. For managers of insurance companies, manual management and telephone communication...

AI Technical Summary

Problems solved by technology

[0007] The purpose of the present invention is to aim at the above-mentioned defects in the prior art, and provide a work management system for salesmen in the insurance industry, which can effectively solve the problems of low work efficiency, inconvenient management, inability to obtain customers and single marketing in the prior art

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