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WO2018196354A1 - Procédé et appareil de pousser de document d'assurance, et support de stockage lisible par ordinateur - Google Patents

Procédé et appareil de pousser de document d'assurance, et support de stockage lisible par ordinateur Download PDF

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Publication number
WO2018196354A1
WO2018196354A1 PCT/CN2017/111908 CN2017111908W WO2018196354A1 WO 2018196354 A1 WO2018196354 A1 WO 2018196354A1 CN 2017111908 W CN2017111908 W CN 2017111908W WO 2018196354 A1 WO2018196354 A1 WO 2018196354A1
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WO
WIPO (PCT)
Prior art keywords
insurance document
insurance
information
document
user
Prior art date
Legal status (The legal status is an assumption and is not a legal conclusion. Google has not performed a legal analysis and makes no representation as to the accuracy of the status listed.)
Ceased
Application number
PCT/CN2017/111908
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English (en)
Chinese (zh)
Inventor
丘健
徐广�
Current Assignee (The listed assignees may be inaccurate. Google has not performed a legal analysis and makes no representation or warranty as to the accuracy of the list.)
Ping An Technology Shenzhen Co Ltd
Original Assignee
Ping An Technology Shenzhen Co Ltd
Priority date (The priority date is an assumption and is not a legal conclusion. Google has not performed a legal analysis and makes no representation as to the accuracy of the date listed.)
Filing date
Publication date
Application filed by Ping An Technology Shenzhen Co Ltd filed Critical Ping An Technology Shenzhen Co Ltd
Publication of WO2018196354A1 publication Critical patent/WO2018196354A1/fr
Anticipated expiration legal-status Critical
Ceased legal-status Critical Current

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Classifications

    • H—ELECTRICITY
    • H04—ELECTRIC COMMUNICATION TECHNIQUE
    • H04L—TRANSMISSION OF DIGITAL INFORMATION, e.g. TELEGRAPHIC COMMUNICATION
    • H04L67/00—Network arrangements or protocols for supporting network services or applications
    • H04L67/50—Network services
    • H04L67/55—Push-based network services
    • G—PHYSICS
    • G06—COMPUTING OR CALCULATING; 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 network communication technologies, and in particular, to an insurance document pushing method, apparatus, and computer readable storage medium.
  • insurance companies usually use paper letters or text messages to push all kinds of insurance documents such as three-in-one notices, payment statements and suspension notices to customers.
  • This kind of push method is on the one hand.
  • insurance documents There are many types of insurance documents, a large number of customers, and the cost of printing paper documents or communication costs is high.
  • insurance documents are sent in one direction for the purpose of notifying customers, and it is impossible to obtain feedback from customers, which may result in insurance companies not being able to correctly grasp them. Delivery of the customer's insurance documents.
  • the main purpose of the present application is to provide an insurance document pushing method, device and computer readable storage medium, which aim to solve the problem that the delivery of the insurance document cannot be grasped in time in the prior art.
  • the present application provides an insurance document pushing method, and the insurance document pushing method includes the following steps:
  • the insurance document is encapsulated according to an interface rule of the docking platform and sent to the docking platform, where the docking platform is a third-party platform that can be used for receiving the insurance document by the user;
  • the present application further provides an insurance document pushing device, which includes a memory, a processor, a communication bus, and an insurance document pushing program stored on the memory;
  • the communication bus is used to implement connection communication between a processor and a memory
  • the processor is configured to execute the insurance document pushing program to implement the following steps:
  • the insurance document is encapsulated according to an interface rule of the docking platform and sent to the docking platform, where the docking platform is a third-party platform that can be used for receiving the insurance document by the user;
  • the present application also provides a computer readable storage medium storing one or more programs, the one or more programs being configurable by one or more processors Execute for:
  • the insurance document is encapsulated according to an interface rule of the docking platform and sent to the docking platform, where the docking platform is a third-party platform that can be used for receiving the insurance document by the user;
  • the insurance document pushing method and device and the computer readable storage medium proposed by the application obtain the user information corresponding to the insurance document and the insurance document to be sent, and send the insurance document to be sent according to the interface rule of the docking platform, and then send the file.
  • the insurance document is sent to the user end corresponding to the user information through the docking platform, and the feedback information sent by the user terminal is received through the docking platform, thereby avoiding the use of paper insurance.
  • the unilateral transmission of documents or text messages forms a response mechanism for sending and receiving, so as to reduce the cost of sending insurance documents and timely grasp the delivery of insurance documents.
  • FIG. 1 is a schematic flow chart of a first embodiment of an insurance document pushing method of the present application
  • FIG. 2 is a schematic flow chart of a second embodiment of an insurance document pushing method according to the present application.
  • FIG. 3 is a schematic flow chart of a third embodiment of the insurance document pushing method of the present application.
  • FIG. 4 is a schematic flow chart of a fourth embodiment of the insurance document pushing method of the present application.
  • FIG. 5 is a schematic structural diagram of a device in a hardware operating environment involved in a method according to an embodiment of the present application.
  • the application provides a method for pushing an insurance document
  • FIG. 1 is a schematic flowchart diagram of a first embodiment of an insurance document pushing method according to the present application.
  • the insurance document pushing method includes:
  • Step S10 Obtain the user information corresponding to the insurance document and the insurance document to be sent.
  • a large number of insurance documents need to be processed every day, such as a fee notification, a transfer payment notice, a suspension notice, and the like, and various types of insurance documents for notifying the customer.
  • This scheme takes into account the large amount of insurance documents that the insurance system needs to process, and the speed of processing.
  • These batches of tasks are processed in batch mode.
  • the batch processing is to process the objects to be processed in batches, because batch processing is possible. This allows a large number of tasks to be processed faster.
  • a batch task triggering mechanism is set, and when the batch task is triggered, the insurance document to be sent and the user information corresponding to the insurance document are obtained.
  • the time when the insurance is purchased by different people, the time when the insurance takes effect, and the duration of the insurance are different, which results in different time for sending the insurance document and the type of the insurance document to be sent.
  • the insurance document corresponds to the insurance purchased by each user.
  • the batch task When it is detected that the batch task is triggered, it indicates that batch processing is required.
  • all the insurance documents that need to be sent on the same day and the user information corresponding to the insurance document are obtained, wherein the user information is the user information when the user purchases the insurance, and
  • the insurance document is generated based on the insurance purchased by the user, so that the insurance document has a one-to-one correspondence with the user information.
  • the batch task of obtaining the insurance documents to be sent can be set to be processed outside the working hours, when detected.
  • the insurance document and the user information corresponding to the insurance document need to be sent automatically on the same day or the next day to avoid a large number of services to slow down the processing speed of the business.
  • Step S20 The insurance document is encapsulated according to the interface rule of the docking platform, and then sent to the docking platform, where the docking platform is a third-party platform that can be used for the insurance document to be registered by the user.
  • the insurance document of the embodiment is sent by using an electronic document. After obtaining the insurance document to be sent, the insurance document is sent to the user terminal, and the user opens the insurance document display at the user terminal to obtain the content of the insurance document.
  • the user terminal can be a smart terminal such as a mobile phone, a tablet computer, or an iPad. Since the smart terminal cannot directly open the insurance document, it needs to be transferred through a third-party platform, and the user needs to register with the third-party platform to obtain the use permission of the third-party platform. Can receive and view.
  • the third-party platform that is registered by the user and can receive the insurance document is defined as a docking platform, which may be a WeChat, QQ or a Gold Butler APP.
  • the insurance document is an electronic file, it is embodied in the form of data in the system, and the interface rules of the insurance document data acquired by the system are inconsistent with the interface rules of the docking platform. If the data processing of the insurance document is not directly sent to the interface platform, an abnormality that the received insurance document cannot be opened may occur. Therefore, after obtaining the insurance document to be sent, the embodiment will display the data of the insurance document according to the docking platform. Interface rule encapsulation. The interface rules of different docking platforms are different. Therefore, the data of the insurance document is encapsulated and sent to the docking platform according to the interface rules of the specific docking platform, thereby avoiding receiving abnormalities.
  • Step S30 Send the insurance document to the client end corresponding to the insurance document through the docking platform according to the user information.
  • the insurance document is sent to the user end corresponding to the user information through the docking platform according to the user information, because the insurance document has a one-to-one correspondence with the user information.
  • the user information may include a unique ID registered by the user on the docking platform, and according to the user ID, the insurance document may be sent to the docking platform corresponding to the ID, and the user can open the docking platform on the user end to implement the insurance document. View.
  • step S40 the feedback information sent by the client through the docking platform is received and recorded to receive and archive the insurance document.
  • the insurance document can be fed back.
  • the page of the docking platform on the user end is provided with a feedback button, and the button can be used for feedback.
  • a feedback input box may also be provided for the user to input information to be fed back, and the feedback information may include feedback, advice, opinions or ratings on the insurance corresponding to the insurance document.
  • the feedback information sent by the client through the docking platform is received, it indicates that the user has received the insurance document. Record this feedback information and receive and archive the insurance documents for subsequent user queries.
  • a method of printing a two-dimensional code on a paper document may be employed.
  • the user scans the QR code.
  • receiving the scan information of the QR code scanned by the user it can be determined that the customer has received the paper insurance document. Understandably, not all users who receive the insurance document will give feedback.
  • an incentive mechanism such as a Miles score or a WeChat red envelope, is set, and as long as the user gives feedback, the corresponding reward is given, and the feedback is passed. Enable the company to correctly grasp the delivery of the customer's insurance documents.
  • the insurance document pushing method of the embodiment includes: acquiring the insurance document to be sent and the user information corresponding to the insurance document; and packaging the insurance document according to the interface rule of the docking platform, and sending the insurance document to the docking platform, wherein the docking platform is a user Registered third-party platform for receiving insurance documents; according to the user information, the insurance document is sent to the user end corresponding to the user information through the docking platform; and the feedback information sent by the user terminal through the docking platform is received and recorded for insurance Receive archive of documents.
  • the solution is sent to the client corresponding to the insurance document through the docking platform, and the feedback information sent by the client is received, thereby avoiding the use of the paper insurance document.
  • the unilateral transmission forms a response mechanism for sending and receiving, so as to realize the delivery of the insurance document and reduce the cost, and timely grasp the delivery of the insurance document.
  • FIG. 2 is a schematic flowchart diagram of a second embodiment of the method for pushing an insurance document according to the present application.
  • the second embodiment of the present application is based on the first embodiment of the method for pushing an insurance document according to the present application.
  • the method includes:
  • Step S50 determining whether the feedback information carries the received address information of the insurance document.
  • Step S60 When the feedback information carries the received address information of the insurance document, the local corresponding historical received address information is updated to the current received address information, and the update time is recorded.
  • Step S70 When the feedback information does not carry the received address information of the insurance document, the prompt information is sent to prompt the user to feedback the received address information.
  • the user terminal After receiving the feedback information sent by the user terminal through the docking platform, determining whether the feedback information carries the received address information of the insurance document, and when carrying the received address information, updating the local corresponding historical receipt address information to the current Receive address information and record the update time.
  • the contact address information needs to be filled in, and the address information is saved as the received address information locally.
  • the historical receipt address information is updated based on the feedback information of the user.
  • the user terminal has an option to obtain the geographic location information. When the option is enabled, the user automatically obtains the geographic location information of the user terminal when the user performs feedback, and adds the geographic location information to the feedback information, and the feedback information. Send it together.
  • the geographical location information is the received geographic location information of the received insurance document. Update the originally recorded geographic location information to this geographic location information and record the update time to get accurate geographic location information. Exceptionally, when users give feedback, the geographic location is not their current communication location, but in some public places or other private places. At this time, if the geographical location information carried in the feedback information is updated to the current received address information, the received address information will be inaccurate. In order to prevent this from happening, a dialog box pops up when the feedback information is submitted to prompt the user to confirm whether the geographical location information is correct. When the user confirms the correctness, the geographical location information is fed back as the received address information and the feedback information. When the user confirms that the user is not correct, the location information modification box is popped up, and the user modifies the geographical location information in the modification box, and the modified geographical location information is used as the received geographical location information and the feedback information.
  • the prompt information is sent to remind the user to feedback the received address information.
  • the prompt information is sent to the docking platform of the user end, and the prompt information may be displayed in the form of a pop-up dialog box.
  • the user may open the option of obtaining the geographical location information of the user terminal, or manually Enter location information.
  • the user can also carry the received address information by opening the option of obtaining the user terminal to obtain the geographical location information. .
  • the user After receiving the scan information of the scanned two-dimensional code, it is determined that the user has received the insurance document and acquires the received address information carried in the scan information. When the received information does not carry the received address information, a prompt message is displayed on the page where the scanned QR code pops up, prompting the user to feedback the received address information. By prompting the user to feedback the correct address information, to ensure the correctness of the geographical location, the user can further receive the other paper materials and enrich the company's address library, and provide support for the subsequent salesman assignment.
  • FIG. 3 is a schematic flowchart of a third embodiment of the method for pushing an insurance document according to the present application.
  • the third embodiment of the present application is based on the second embodiment of the method for pushing an insurance document according to the present application.
  • the step of acquiring the insurance document corresponding to the insurance document and the insurance document corresponding to the insurance document includes:
  • Step S80 the insurance document information is recorded while the insurance document is generated, and the insurance document information includes the user information and the sending time to determine the insurance document to be sent according to the sending time.
  • the renewal notice is a new one after the completion of the one-year renewal type insurance period.
  • the insurance document sent to the customer after the renewal of the condition; the notice of suspension is the insurance document for which the renewal of the insurance policy is not paid after the grace period of the user's policy has expired.
  • the insurance document information is recorded while generating the insurance document, wherein the insurance document information is information representing the content of the insurance document, including the name of the policyholder, the address of the policyholder, the age of the policyholder, and the sending time of the insurance document to be sent.
  • this sending time it can be determined which insurance documents need to be sent, which have not yet arrived, and the insurance documents that need to be sent at the time of sending are the insurance documents to be sent.
  • the sending time point of this record is reached, the sending time of the insurance document to be sent is reached, the batch processing task is used to obtain the batch insurance document that needs to be sent at this time point, and the corresponding insurance document corresponding to the batch insurance document is also required.
  • FIG. 4 is a schematic flowchart diagram of a method for pushing an insurance document according to a fourth embodiment of the present invention.
  • the fourth embodiment of the present application is based on the third embodiment of the method for pushing an insurance document according to the present application.
  • the insurance document information further includes a product type corresponding to the insurance document
  • the step of receiving and recording the feedback information sent by the user terminal through the docking platform includes:
  • Step S90 recommending related products to the user according to the product type and user information.
  • the insurance document information recorded when the insurance document is generated further includes a product type corresponding to the insurance document, and the insurance document is generated according to the insurance product purchased by the user, so that the insurance document and the insurance product have a one-to-one correspondence.
  • the insurance product belongs to a certain insurance product type, and the product type corresponding to the insurance document can be obtained, and the insurance demand of the user can be obtained.
  • the insurance product corresponding to the insurance document can also be obtained, thereby directly obtaining the insurance product purchased by the user.
  • the user's potential needs can be known from the user information, for example, the age of the insured person can be known about the possible risk of the person of this age group, or the type of insurance product purchased by other people of the same age group.
  • the product related to the product type or the user information is recommended to the user, so as to recommend the product to the user according to the user's needs or preferences, and better serve the user.
  • the information of the recommended product may be displayed on the page after the user submits the feedback information, or the information of the recommended product may be sent on the docking platform periodically or irregularly.
  • the insurance document is sent as a paper document, after the user scans the paper document for feedback, the information of the recommended product is displayed on the scanned page. Users click on the information of this recommended product to understand the specific content of the product and enhance the customer experience.
  • the above-mentioned storage medium may be a read only memory, a magnetic disk or an optical disk or the like.
  • FIG. 5 is a schematic structural diagram of a device in a hardware operating environment involved in a method according to an embodiment of the present application.
  • the insurance document pushing device in the embodiment of the present application may be a PC, or may be a smart phone, a tablet computer, an e-book reader, and an MP3 (Moving). Picture Experts Group Audio Layer III, motion picture expert compresses standard audio layer 3) player, MP4 (Moving Picture Experts Group Audio Layer IV, dynamic video experts compress standard audio layers 3) terminal devices such as players and portable computers.
  • MP3 Motion Picture Experts Group Audio Layer III, motion picture expert compresses standard audio layer 3
  • MP4 Moving Picture Experts Group Audio Layer IV, dynamic video experts compress standard audio layers 3) terminal devices such as players and portable computers.
  • the insurance document pushing device may include a processor 1001 such as a CPU, a memory 1005, and a communication bus 1002.
  • the communication bus 1002 is used to implement connection communication between the processor 1001 and the memory 1005.
  • 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 insurance document pushing device may further include a user interface, a network interface, a camera, and an RF (Radio) Frequency, RF) circuits, sensors, audio circuits, Wi-Fi modules, and more.
  • the user interface may include a display, an input unit such as a keyboard, and the optional user interface may also include a standard wired interface, a wireless interface.
  • the network interface can optionally include a standard wired interface or a wireless interface (such as a WI-FI interface).
  • the structure of the insurance document pushing device shown in FIG. 5 does not constitute a limitation on the insurance document pushing device, and may include more or less components than those illustrated, or combine some components, or different. Parts layout.
  • an operating system may be included in the memory 1005 as a computer storage medium.
  • the operating system is a program that manages and controls the hardware and software resources of the insurance document push device, and supports the operation of the insurance document push program and other software and/or programs.
  • the network communication module is used to enable communication between components within the memory 1005 and to communicate with other hardware and software in the insurance document push device.
  • the processor 1001 is configured to execute the insurance document pushing program stored in the memory 1005, and implement the following steps:
  • a large number of insurance documents need to be processed every day, such as a fee notification, a transfer payment notice, a suspension notice, and the like, and various types of insurance documents for notifying the customer.
  • This scheme takes into account the large amount of insurance documents that the insurance system needs to process, and the speed of processing.
  • These batches of tasks are processed in batch mode.
  • the batch processing is to process the objects to be processed in batches, because batch processing is possible. This allows a large number of tasks to be processed faster.
  • a batch task triggering mechanism is set, and when the batch task is triggered, the insurance document to be sent and the user information corresponding to the insurance document are obtained.
  • the time when the insurance is purchased by different people, the time when the insurance takes effect, and the duration of the insurance are different, which results in different time for sending the insurance document and the type of the insurance document to be sent.
  • the insurance document corresponds to the insurance purchased by each user.
  • the batch task When it is detected that the batch task is triggered, it indicates that batch processing is required.
  • all the insurance documents that need to be sent on the same day and the user information corresponding to the insurance document are obtained, wherein the user information is the user information when the user purchases the insurance, and
  • the insurance document is generated based on the insurance purchased by the user, so that the insurance document has a one-to-one correspondence with the user information.
  • the batch task of obtaining the insurance documents to be sent can be set to be processed outside the working hours, when detected.
  • the insurance document and the user information corresponding to the insurance document need to be sent automatically on the same day or the next day to avoid a large number of services to slow down the processing speed of the business.
  • the insurance document is encapsulated according to the interface rule of the docking platform and sent to the docking platform, where the docking platform is a third-party platform that can be used for user to receive the insurance document.
  • the insurance document of the embodiment is sent by using an electronic document. After obtaining the insurance document to be sent, the insurance document is sent to the user terminal, and the user opens the insurance document display at the user terminal to obtain the content of the insurance document.
  • the user terminal can be a smart terminal such as a mobile phone, a tablet computer, or an iPad. Since the smart terminal cannot directly open the insurance document, it needs to be transferred through a third-party platform, and the user needs to register with the third-party platform to obtain the use permission of the third-party platform. Can receive and view.
  • the third-party platform that is registered by the user and can receive the insurance document is defined as a docking platform, which may be a WeChat, QQ or a Gold Butler APP.
  • the insurance document is an electronic file, it is embodied in the form of data in the system, and the interface rules of the insurance document data acquired by the system are inconsistent with the interface rules of the docking platform. If the data processing of the insurance document is not directly sent to the interface platform, an abnormality that the received insurance document cannot be opened may occur. Therefore, after obtaining the insurance document to be sent, the embodiment will display the data of the insurance document according to the docking platform. Interface rule encapsulation. The interface rules of different docking platforms are different. Therefore, the data of the insurance document is encapsulated and sent to the docking platform according to the interface rules of the specific docking platform, thereby avoiding receiving abnormalities.
  • the insurance document is sent to the client corresponding to the insurance document through the docking platform.
  • the insurance document is sent to the user end corresponding to the user information through the docking platform according to the user information, because the insurance document has a one-to-one correspondence with the user information.
  • the user information may include a unique ID registered by the user on the docking platform, and according to the user ID, the insurance document may be sent to the docking platform corresponding to the ID, and the user can open the docking platform on the user end to implement the insurance document. View.
  • the insurance document can be fed back.
  • the page of the docking platform on the user end is provided with a feedback button, and the button can be used for feedback.
  • a feedback input box may also be provided for the user to input information to be fed back, and the feedback information may include feedback, advice, opinions or ratings on the insurance corresponding to the insurance document.
  • the feedback information sent by the client through the docking platform is received, it indicates that the user has received the insurance document. Record this feedback information and receive and archive the insurance documents for subsequent user queries.
  • a method of printing a two-dimensional code on a paper document may be employed.
  • the user scans the QR code.
  • receiving the scan information of the QR code scanned by the user it can be determined that the customer has received the paper insurance document. Understandably, not all users who receive the insurance document will give feedback.
  • an incentive mechanism such as a Miles score or a WeChat red envelope, is set, and as long as the user gives feedback, the corresponding reward is given, and the feedback is passed. Enable the company to correctly grasp the delivery of the customer's insurance documents.
  • the insurance document pushing device of the embodiment is configured to: obtain the insurance document corresponding to the insurance document and the user information corresponding to the insurance document; and package the insurance document according to the interface rule of the docking platform, and send the insurance document to the docking platform, where the docking platform is registered for the user.
  • the third-party platform that can receive the insurance document; according to the user information, the insurance document is sent to the user end corresponding to the user information through the docking platform; and the feedback information sent by the user terminal through the docking platform is received and recorded to perform the insurance document.
  • Receive archives that can receive the insurance document; according to the user information, the insurance document is sent to the user end corresponding to the user information through the docking platform; and the feedback information sent by the user terminal through the docking platform is received and recorded to perform the insurance document.
  • the solution is sent to the client corresponding to the insurance document through the docking platform, and the feedback information sent by the client is received, thereby avoiding the use of the paper insurance document.
  • the unilateral transmission forms a response mechanism for sending and receiving, so as to realize the delivery of the insurance document and reduce the cost, and timely grasp the delivery of the insurance document.
  • the processor 1001 is further configured to execute the insurance document pushing program to implement the following steps:
  • the local corresponding historical received address information is updated to the current received address information, and the update time is recorded.
  • the prompt information is sent to prompt the user to feedback the received address information.
  • the user terminal After receiving the feedback information sent by the user terminal through the docking platform, determining whether the feedback information carries the received address information of the insurance document, and when carrying the received address information, updating the local corresponding historical receipt address information to the current Receive address information and record the update time.
  • the contact address information needs to be filled in, and the address information is saved as the received address information locally.
  • the historical receipt address information is updated based on the feedback information of the user.
  • the user terminal has an option to obtain the geographic location information. When the option is enabled, the user automatically obtains the geographic location information of the user terminal when the user performs feedback, and adds the geographic location information to the feedback information, and the feedback information. Send it together.
  • the geographical location information is the received geographic location information of the received insurance document. Update the originally recorded geographic location information to this geographic location information and record the update time to get accurate geographic location information. Exceptionally, when users give feedback, the geographic location is not their current communication location, but in some public places or other private places. At this time, if the geographical location information carried in the feedback information is updated to the current received address information, the received address information will be inaccurate. In order to prevent this from happening, a dialog box pops up when the feedback information is submitted to prompt the user to confirm whether the geographical location information is correct. When the user confirms the correctness, the geographical location information is fed back as the received address information and the feedback information. When the user confirms that the user is not correct, the location information modification box is popped up, and the user modifies the geographical location information in the modification box, and the modified geographical location information is used as the received geographical location information and the feedback information.
  • the prompt information is sent to remind the user to feedback the received address information.
  • the prompt information is sent to the docking platform of the user end, and the prompt information may be displayed in the form of a pop-up dialog box.
  • the user may open the option of obtaining the geographic location information of the user terminal, or Enter location information manually.
  • the user can also carry the received address information by opening the option of obtaining the user terminal to obtain the geographical location information. .
  • the user After receiving the scan information of the scanned two-dimensional code, it is determined that the user has received the insurance document and acquires the received address information carried in the scan information. When the received information does not carry the received address information, a prompt message is displayed on the page where the scanned QR code pops up, prompting the user to feedback the received address information. By prompting the user to feedback the correct address information, to ensure the correctness of the geographical location, the user can further receive the other paper materials and enrich the company's address library, and provide support for the subsequent salesman assignment.
  • the processor 1001 is further configured to execute the insurance document pushing program to implement the following steps:
  • the insurance document information is recorded while generating the insurance document, the insurance document information including the user information and the transmission time to determine the insurance document to be sent according to the transmission time.
  • the renewal notice is a new one after the completion of the one-year renewal type insurance period.
  • the insurance document sent to the customer after the renewal of the condition; the notice of suspension is the insurance document for which the renewal of the insurance policy is not paid after the grace period of the user's policy has expired.
  • the insurance document information is recorded while generating the insurance document, wherein the insurance document information is information representing the content of the insurance document, including the name of the policyholder, the address of the policyholder, the age of the policyholder, and the sending time of the insurance document to be sent.
  • this sending time it can be determined which insurance documents need to be sent, which have not yet arrived, and the insurance documents that need to be sent at the time of sending are the insurance documents to be sent.
  • the sending time point of this record is reached, the sending time of the sent insurance document is reached, and the batch processing task is used to obtain the batch insurance document that needs to be sent at this time point, and also needs to obtain the corresponding corresponding document in the batch insurance document.
  • the insurance document information further includes a product type corresponding to the insurance document, and after the step of receiving and recording the feedback information sent by the client through the docking platform, the processor 1001 is further configured to execute the insurance document pushing program. To achieve the following steps:
  • the insurance document information recorded when the insurance document is generated further includes a product type corresponding to the insurance document, and the insurance document is generated according to the insurance product purchased by the user, so that the insurance document and the insurance product have a one-to-one correspondence.
  • the insurance product belongs to a certain insurance product type, and the product type corresponding to the insurance document can be obtained, and the insurance demand of the user can be obtained.
  • the insurance product corresponding to the insurance document can also be obtained, thereby directly obtaining the insurance product purchased by the user.
  • the user's potential needs can be known from the user information, for example, the age of the insured person can be known about the possible risk of the person of this age group, or the type of insurance product purchased by other people of the same age group.
  • the product related to the product type or the user information is recommended to the user, so as to recommend the product to the user according to the user's needs or preferences, and better serve the user.
  • the information of the recommended product may be displayed on the page after the user submits the feedback information, or the information of the recommended product may be sent on the docking platform periodically or irregularly.
  • the insurance document is sent as a paper document, after the user scans the paper document for feedback, the information of the recommended product is displayed on the scanned page. Users click on the information of this recommended product to understand the specific content of the product and enhance the customer experience.
  • the application provides a computer readable storage medium storing one or more programs, the one or more programs being further executable by one or more processors for:
  • the insurance document is encapsulated according to the interface rule of the docking platform and sent to the docking platform, where the docking platform is a third-party platform that can be used for user to receive the insurance document.
  • the insurance document is sent to the client corresponding to the user information through the docking platform.
  • the one or more programs may also be executed by the one or more processors for:
  • the local corresponding historical received address information is updated to the current received address information, and the update time is recorded.
  • the one or more programs may be executed by the one or more processors for:
  • the prompt information is sent to prompt the user to feedback the received address information.
  • the one or more programs may be executed by the one or more processors for:
  • the prompt information is sent to prompt the user to feedback the received address information.
  • the one or more programs may be executed by the one or more processors for:
  • the insurance document information is recorded while the insurance document is generated, the insurance document information including the user information and the transmission time to determine the insurance document to be sent according to the transmission time.
  • the insurance document information further includes a product type corresponding to the insurance document
  • the one or more programs may also be the one or a The above processor executes for:
  • the technical solution of the present application which is essential or contributes to the prior art, may be embodied in the form of a software product stored in a storage medium (such as ROM/RAM as described above). , a disk, an optical disk, including a number of instructions for causing a terminal device (which may be a mobile phone, a computer, a server, or a network device, etc.) to perform the methods described in the various embodiments of the present application.
  • a terminal device which may be a mobile phone, a computer, a server, or a network device, etc.

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  • Business, Economics & Management (AREA)
  • Engineering & Computer Science (AREA)
  • Accounting & Taxation (AREA)
  • Finance (AREA)
  • Technology Law (AREA)
  • Economics (AREA)
  • Marketing (AREA)
  • Strategic Management (AREA)
  • Development Economics (AREA)
  • Physics & Mathematics (AREA)
  • General Business, Economics & Management (AREA)
  • General Physics & Mathematics (AREA)
  • Theoretical Computer Science (AREA)
  • Computer Networks & Wireless Communication (AREA)
  • Signal Processing (AREA)
  • Financial Or Insurance-Related Operations Such As Payment And Settlement (AREA)

Abstract

La présente invention concerne un procédé et un appareil de pousser de document d'assurance, et un support de stockage lisible par ordinateur. Le procédé consiste à : acquérir un document d'assurance à envoyer, et des informations utilisateur qui correspondent au document d'assurance ; conditionner le document d'assurance en fonction d'une règle d'interface d'une plateforme d'accueil, puis envoyer celui-ci à la plateforme d'accueil, la plateforme d'accueil étant une plateforme de tiers auprès de laquelle un utilisateur s'enregistre et qui peut recevoir le document d'assurance ; en fonction des informations utilisateur, envoyer le document d'assurance à un client qui correspond aux informations utilisateur au moyen de la plateforme d'accueil ; et recevoir et enregistrer des informations de rétroaction envoyées par le client au moyen de la plateforme d'accueil de façon à recevoir et archiver le document d'assurance. Dans la solution, après qu'un document d'assurance acquis est conditionné selon une règle d'interface d'une plateforme d'accueil, le document d'assurance est envoyé, sous forme de document électronique, à un utilisateur qui correspond à celui-ci, au moyen de la plateforme d'accueil, et en même temps, des informations de rétroaction envoyées par l'utilisateur sont reçues, ce qui permet d'empêcher l'envoi unilatéral d'un document d'assurance en papier, de former un mécanisme de réponse pour envoyer et recevoir, et de saisir la condition de livraison du document d'assurance à temps tout en réduisant les coûts.
PCT/CN2017/111908 2017-04-25 2017-11-20 Procédé et appareil de pousser de document d'assurance, et support de stockage lisible par ordinateur Ceased WO2018196354A1 (fr)

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CN201710286497.1 2017-04-25
CN201710286497.1A CN107689980A (zh) 2017-04-25 2017-04-25 保险文档推送方法、装置及计算机可读存储介质

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CN109325866A (zh) * 2018-08-17 2019-02-12 广州联保信息技术有限公司 一种投保信息处理方法、系统、装置和存储介质

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