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1. (WO2019041522) ELECTRONIC DEVICE, INSURANCE RECOMMENDATION METHOD, AND COMPUTER-READABLE STORAGE MEDIUM
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Pub. No.: WO/2019/041522 International Application No.: PCT/CN2017/108800
Publication Date: 07.03.2019 International Filing Date: 31.10.2017
IPC:
G06Q 30/06 (2012.01) ,G06Q 40/08 (2012.01)
G PHYSICS
06
COMPUTING; CALCULATING; COUNTING
Q
DATA PROCESSING SYSTEMS OR METHODS, SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORY OR FORECASTING PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORY OR FORECASTING PURPOSES, NOT OTHERWISE PROVIDED FOR
30
Commerce, e.g. shopping or e-commerce
06
Buying, selling or leasing transactions
G PHYSICS
06
COMPUTING; CALCULATING; COUNTING
Q
DATA PROCESSING SYSTEMS OR METHODS, SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORY OR FORECASTING PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORY OR FORECASTING PURPOSES, NOT OTHERWISE PROVIDED FOR
40
Finance; Insurance; Tax strategies; Processing of corporate or income taxes
08
Insurance, e.g. risk analysis or pensions
Applicants:
平安科技(深圳)有限公司 PING AN TECHNOLOGY (SHENZHEN) CO.,LTD. [CN/CN]; 中国广东省深圳 福田区八卦岭八卦三路平安大厦吴东勤 Wu, Dongqin Ping An Building, Bagua 3rd Road, Bagualing, Futian District Shenzhen, Guangdong 518000, CN
Inventors:
李芳 LI, Fang; CN
王建明 WANG, JianMing; CN
肖京 XIAO, Jing; CN
Agent:
深圳市沃德知识产权代理事务所(普通合伙) SHENZHEN WORLD INTELLECTUAL PROPERTY AGENCY (GENERAL PARTNERSHIP ); 中国广东省深圳 福田区园岭街道八卦四路10号中浩大厦1528-1530室于志光 Yu, Zhiguang Room 1528-1530, Zhonghao Building, No.10 of Bagua Fourth Road, Yuanling Street, Futian District Shenzhen, Guangdong 518000, CN
Priority Data:
201710776130.831.08.2017CN
Title (EN) ELECTRONIC DEVICE, INSURANCE RECOMMENDATION METHOD, AND COMPUTER-READABLE STORAGE MEDIUM
(FR) DISPOSITIF ÉLECTRONIQUE, PROCÉDÉ DE RECOMMANDATION D'ASSURANCE ET SUPPORT D'INFORMATIONS LISIBLE PAR ORDINATEUR
(ZH) 电子装置、保险推荐方法、及计算机可读存储介质
Abstract:
(EN) An insurance recommendation method. The method comprises: upon receiving a request for insurance recommendation having client identification information transmitted by a front end, searching a predetermined first data source for feedback data of a client corresponding to the client identification information with respect to marketing modes (S301); if the feedback data of the client corresponding to the client identification information with respect to the marketing modes is found, analyzing the feedback data of the client with respect to the marketing modes to determine a preferred marketing mode of the client (S302); and transmitting, to the front end, an insurance recommendation instruction with respect to the marketing mode for the client according to the preferred marketing mode of the client (S303). The above method can recommend an insurance to a client according to a preferred marketing mode of the client, improving experience of a client, locating potential clients, and increasing sales efficiency of salesperson.
(FR) L’invention concerne un procédé de recommandation d’assurance. Le procédé consiste : suite à la réception d'une demande de recommandation d'assurance comprenant des informations d'identification de client transmise par un terminal frontal, à rechercher, dans une première source de données prédéfinie, des données de retour d'un client correspondant aux informations d'identification de client associées à des modes de commercialisation (S301) ; si les données de retour du client correspondant aux informations d'identification de client associées aux modes de commercialisation sont trouvées, à analyser les données de retour du client associées aux modes de commercialisation afin de déterminer le mode de commercialisation préféré du client (S302) ; et à transmettre, au terminal frontal, une instruction de recommandation d'assurance pour le client associée au mode de commercialisation en fonction du mode de commercialisation préféré du client (S303). Le procédé ci-dessus permet de recommander une assurance à un client en fonction du mode de commercialisation préféré du client, d'améliorer l'expérience d'un client, d'identifier des clients potentiels et d'augmenter l'efficacité de vente d'un commercial.
(ZH) 一种保险推荐方法,所述方法包括:在收到前端发送的带有客户标识信息的保险推荐请求后,从预先确定的第一数据源查找与该客户标识信息对应的客户对营销模式的反馈数据(S301);若查找到与该客户标识信息对应的客户对营销模式的反馈数据,则分析该客户对营销模式的反馈数据,以确定该客户偏好的营销模式(S302);根据该客户偏好的营销模式向前端发出针对该客户的营销模式的保险推荐指令(S303)。该方法能够根据客户偏好的营销模式对客户进行保险推荐,提高客户的体验效果、挖掘出潜在的意向客户、提高业务人员的业务效率。
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Designated States: AE, AG, AL, AM, AO, AT, AU, AZ, BA, BB, BG, BH, BN, BR, BW, BY, BZ, CA, CH, CL, CN, CO, CR, CU, CZ, DE, DJ, DK, DM, DO, DZ, EC, EE, EG, ES, FI, GB, GD, GE, GH, GM, GT, HN, HR, HU, ID, IL, IN, IR, IS, JO, JP, KE, KG, KH, KN, KP, KR, KW, KZ, LA, LC, LK, LR, LS, LU, LY, MA, MD, ME, MG, MK, MN, MW, MX, MY, MZ, NA, NG, NI, NO, NZ, OM, PA, PE, PG, PH, PL, PT, QA, RO, RS, RU, RW, SA, SC, SD, SE, SG, SK, SL, SM, ST, SV, SY, TH, TJ, TM, TN, TR, TT, TZ, UA, UG, US, UZ, VC, VN, ZA, ZM, ZW
African Regional Intellectual Property Organization (ARIPO) (BW, GH, GM, KE, LR, LS, MW, MZ, NA, RW, SD, SL, ST, SZ, TZ, UG, ZM, ZW)
Eurasian Patent Office (AM, AZ, BY, KG, KZ, RU, TJ, TM)
European Patent Office (EPO) (AL, AT, BE, BG, CH, CY, CZ, DE, DK, EE, ES, FI, FR, GB, GR, HR, HU, IE, IS, IT, LT, LU, LV, MC, MK, MT, NL, NO, PL, PT, RO, RS, SE, SI, SK, SM, TR)
African Intellectual Property Organization (BF, BJ, CF, CG, CI, CM, GA, GN, GQ, GW, KM, ML, MR, NE, SN, TD, TG)
Publication Language: Chinese (ZH)
Filing Language: Chinese (ZH)